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Union Pacific

2,194 hedge funds and large institutions have $112B invested in Union Pacific in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 950 increasing their positions, 749 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 950 | Existing positions reduced: 749

26% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.4B

0% less funds holding

Funds holding: 2,1972,194 (-3)

0.87% less ownership

Funds ownership: 77.71%76.84% (-0.87%)

3% less capital invested

Capital invested by funds: $115B → $112B (-$3.21B)

28% less funds holding in top 10

Funds holding in top 10: 8662 (-24)

Holders
2,194
Holders Change
-3
Holders Change %
-0.14%
% of All Funds
38.18%
Holding in Top 10
62
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-27.91%
% of All Funds
1.08%
New
122
Increased
950
Reduced
749
Closed
96
Calls
$1.76B
Puts
$1.4B
Net Calls
+$363M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOK
1851
Trust Company of Kansas
Kansas
$304K
AWA
1852
Arkadios Wealth Advisors
Georgia
$304K +$39.2K +176 +15%
CWM
1853
Campbell Wealth Management
Virginia
$302K
SMA
1854
Sage Mountain Advisors
Georgia
$302K +$24.3K +109 +9%
WAP
1855
Wealthcare Advisory Partners
Pennsylvania
$299K +$13.1K +59 +5%
NAS
1856
Nicolet Advisory Services
Wisconsin
$298K +$1.34K +6 +0.4%
WF
1857
WoodTrust Financial
Wisconsin
$298K +$31.2K +140 +12%
IEFM
1858
IQ EQ Fund Management
Ireland
$297K
PCS
1859
Personal CFO Solutions
New Jersey
$297K +$6.01K +27 +2%
V
1860
VeraBank
Texas
$297K +$20K +90 +7%
CBFP
1861
Cedar Brook Financial Partners
Ohio
$297K +$300K +1,349 New
FPCM
1862
Financial Partners Capital Management
New York
$296K -$50.1K -225 -14%
W
1863
Wealthquest
Ohio
$296K +$11.4K +51 +4%
LWP
1864
Lumature Wealth Partners
Georgia
$296K +$115K +515 +62%
PMG
1865
ProVise Management Group
Florida
$295K -$38.5K -173 -11%
VCM
1866
Vision Capital Management
Oregon
$295K +$33.4K +150 +13%
BWM
1867
Birchcreek Wealth Management
Ohio
$293K
PCIA
1868
Prime Capital Investment Advisors
Kansas
$293K +$156K +701 +111%
JF
1869
Jump Financial
Illinois
$292K -$323K -1,449 -52%
PP
1870
Pacifica Partners
Canada
$292K -$3.34K -15 -1%
RSS
1871
Rosenblum Silverman Sutton
California
$292K
BA
1872
Ballast Advisors
Minnesota
$291K
CAI
1873
Capital Advisors Inc
Oklahoma
$291K
CCM
1874
Consolidated Capital Management
California
$289K +$1.11K +5 +0.4%
CL
1875
CPWM LLC
Washington
$289K +$52.1K +234 +22%

UNP Hedge Fund Activity: Q2 2021 in Review

2,194 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2021, worth a combined $112B — down 2.8% from $115B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new UNP positions and 96 closed out — a net gain of 26 holders — while 950 added to existing stakes and 749 trimmed.

The largest buyer was Macquarie Group, adding an estimated $349M. The largest seller was Wellington Management Group, cutting an estimated $483M.

  • 2,194 institutional investors held Union Pacific (UNP) as of Q2 2021, down from 2,197 in Q1 2021.
  • Funds reported $112B of Union Pacific stock for Q2 2021, down 2.8% quarter-over-quarter.
  • 122 funds opened new Union Pacific positions in Q2 2021 and 96 closed out, a net change of +26 holders.
  • The largest Union Pacific buyer in Q2 2021 was Macquarie Group, an estimated $349M added.
  • The largest Union Pacific seller in Q2 2021 was Wellington Management Group, an estimated $483M sold.

Based on aggregated 13F filings for Q2 2021.