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Union Pacific

2,167 hedge funds and large institutions have $98.2B invested in Union Pacific in 2021 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 946 increasing their positions, 728 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 946 | Existing positions reduced: 728

5% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 123

0% less ownership

Funds ownership: 76.84%76.84% (-0%)

1% less funds holding

Funds holding: 2,1932,167 (-26)

12% less capital invested

Capital invested by funds: $112B → $98.2B (-$13.7B)

18% less call options, than puts

Call options by funds: $1.19B | Put options by funds: $1.46B

26% less funds holding in top 10

Funds holding in top 10: 6246 (-16)

Holders
2,167
Holders Change
-26
Holders Change %
-1.19%
% of All Funds
37.94%
Holding in Top 10
46
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-25.81%
% of All Funds
0.81%
New
129
Increased
946
Reduced
728
Closed
123
Calls
$1.19B
Puts
$1.46B
Net Calls
-$265M
Net Calls Change
-$629M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1851
Bluesphere Advisors
Pennsylvania
$274K -$34.6K -160 -10%
KWA
1852
KCS Wealth Advisory
California
$274K -$5.83K -27 -2%
SA
1853
SRH Advisors
Kansas
$274K
BC
1854
Bridgefront Capital
Texas
$274K +$302K +1,399 New
DWA
1855
Divergent Wealth Advisors
Utah
$273K -$432 -2 -0.1%
CWM
1856
Campbell Wealth Management
Virginia
$273K +$4.54K +21 +2%
RP
1857
Rice Partnership
Hawaii
$272K -$3.08M -14,253 -91%
GAM
1858
Gould Asset Management
California
$272K -$64.8K -300 -18%
GIA
1859
Granite Investment Advisors
New Hampshire
$272K -$24.8K -115 -8%
MWPCG
1860
Measured Wealth Private Client Group
New Hampshire
$271K -$432K -2,000 -59%
FPFS
1861
First Personal Financial Services
North Carolina
$271K
TCOK
1862
Trust Company of Kansas
Kansas
$271K
PP
1863
Pacifica Partners
Canada
$271K +$3.24K +15 +1%
LWM
1864
Liberty Wealth Management
California
$271K +$57K +264 +25%
SFG
1865
Summit Financial Group
West Virginia
$270K
AIM
1866
AMI Investment Management
Indiana
$269K -$11.9K -55 -4%
WIC
1867
Woodmont Investment Counsel
Tennessee
$268K -$6.7K -31 -2%
SMA
1868
Sage Mountain Advisors
Georgia
$268K -$1.08K -5 -0.4%
SFP
1869
Sterling Financial Planning
New Jersey
$267K +$54K +250 +22%
NFC
1870
Northeast Financial Consultants
Connecticut
$267K +$79.9K +370 +37%
DI
1871
DFPG Investments
Utah
$267K +$261K +1,207 New
APW
1872
Austin Private Wealth
Texas
$266K +$22.2K +103 +8%
IEFM
1873
IQ EQ Fund Management
Ireland
$265K
VCM
1874
Vision Capital Management
Oregon
$263K
CHC
1875
City Holding Co
West Virginia
$263K +$17.1K +79 +6%

UNP Hedge Fund Activity: Q3 2021 in Review

2,167 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2021, worth a combined $98.2B — down 12% from $112B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new UNP positions and 123 closed out — a net gain of 6 holders — while 946 added to existing stakes and 728 trimmed.

The largest buyer was Soroban Capital Partners, adding an estimated $385M. The largest seller was Fidelity Investments, cutting an estimated $1.22B.

  • 2,167 institutional investors held Union Pacific (UNP) as of Q3 2021, down from 2,193 in Q2 2021.
  • Funds reported $98.2B of Union Pacific stock for Q3 2021, down 12% quarter-over-quarter.
  • 129 funds opened new Union Pacific positions in Q3 2021 and 123 closed out, a net change of +6 holders.
  • The largest Union Pacific buyer in Q3 2021 was Soroban Capital Partners, an estimated $385M added.
  • The largest Union Pacific seller in Q3 2021 was Fidelity Investments, an estimated $1.22B sold.

Based on aggregated 13F filings for Q3 2021.