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Union Pacific

2,561 hedge funds and large institutions have $110B invested in Union Pacific in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,021 increasing their positions, 986 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $731M

4% more repeat investments, than reductions

Existing positions increased: 1,021 | Existing positions reduced: 986

0.17% more ownership

Funds ownership: 79.51%79.68% (+0.17%)

9% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 156

2% less funds holding

Funds holding: 2,6132,561 (-52)

8% less capital invested

Capital invested by funds: $119B → $110B (-$9.03B)

22% less funds holding in top 10

Funds holding in top 10: 6349 (-14)

Holders
2,561
Holders Change
-52
Holders Change %
-1.99%
% of All Funds
36.99%
Holding in Top 10
49
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-22.22%
% of All Funds
0.71%
New
142
Increased
1,021
Reduced
986
Closed
156
Calls
$1.11B
Puts
$731M
Net Calls
+$382M
Net Calls Change
-$87.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1851
SSI Investment Management
California
$450K
MAM
1852
McLean Asset Management
Virginia
$449K -$28.8K -123 -6%
EWM
1853
Evermay Wealth Management
Virginia
$448K +$29.8K +127 +7%
MCCP
1854
Mission Creek Capital Partners
California
$447K -$110K -471 -19%
ST
1855
Sageworth Trust
Pennsylvania
$446K +$462K +1,973 New
CIAS
1856
CFS Investment Advisory Services
New Jersey
$446K +$461K +1,968 New
LFG
1857
Larson Financial Group
Missouri
$446K +$3.52K +15 +0.8%
DIM
1858
Delta Investment Management
California
$445K +$12.9K +55 +3%
RIA
1859
Richwood Investment Advisors
Ohio
$445K +$39.8K +170 +9%
PCP
1860
Proficio Capital Partners
Massachusetts
$445K -$12.2K -52 -3%
PCI
1861
Planning Center Inc
Illinois
$443K +$3.28K +14 +0.7%
FIM
1862
Freedom Investment Management
Connecticut
$442K -$173K -740 -27%
RP
1863
Riverwater Partners
Wisconsin
$441K -$11K -47 -2%
VIP
1864
Vista Investment Partners
Oklahoma
$441K -$4.22K -18 -0.9%
SDAM
1865
Shulman DeMeo Asset Management
New York
$441K +$12.4K +53 +3%
FWM
1866
Focused Wealth Management
New York
$441K +$3.28K +14 +0.7%
AWS
1867
Arkfeld Wealth Strategies
Nebraska
$440K +$11.3K +48 +2%
AA
1868
Advisory Alpha
Michigan
$440K -$55.1K -235 -11%
KAM
1869
KEB Asset Management
Illinois
$440K
HI
1870
Harper Investing
California
$439K +$258K +1,101 +132%
WCA
1871
Waypoint Capital Advisors
Minnesota
$437K -$2.34K -10 -0.5%
ISWM
1872
Independent Solutions Wealth Management
New York
$435K -$12.9K -55 -3%
AFC
1873
AFT Forsyth & Company
Florida
$435K -$7.03K -30 -2%
LCM
1874
LRT Capital Management
Texas
$434K +$112K +477 +33%
KMWM
1875
Keudell/Morrison Wealth Management
Oregon
$434K -$72.4K -309 -14%

UNP Hedge Fund Activity: Q2 2024 in Review

2,561 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2024, worth a combined $110B — down 7.6% from $119B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of UNP and 142 opened new positions — a net loss of 14 holders — while 986 trimmed existing stakes and 1,021 added.

The largest buyer was Marshall Wace, adding an estimated $288M. The largest seller was Principal Financial Group, cutting an estimated $417M.

  • 2,561 institutional investors held Union Pacific (UNP) as of Q2 2024, down from 2,613 in Q1 2024.
  • Funds reported $110B of Union Pacific stock for Q2 2024, down 7.6% quarter-over-quarter.
  • 142 funds opened new Union Pacific positions in Q2 2024 and 156 closed out, a net change of -14 holders.
  • The largest Union Pacific buyer in Q2 2024 was Marshall Wace, an estimated $288M added.
  • The largest Union Pacific seller in Q2 2024 was Principal Financial Group, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2024.