We are live on ! Find out more
UNP icon

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
TCM
1876
Tuttle Capital Management
Connecticut
$289K +$292K +1,313 New
WMA
1877
Wealth Management Associates
New Jersey
$287K +$291K +1,307 New
DA
1878
DSC Advisors
Illinois
$287K -$86K -386 -23%
SRC
1879
Sage Rhino Capital
California
$287K +$85.7K +385 +42%
PIFP
1880
Partners in Financial Planning
Virginia
$286K +$289K +1,300 New
GWCM
1881
Godshalk Welsh Capital Management
Pennsylvania
$285K -$11.1K -50 -4%
MHR
1882
Matthew Hamilton Rosenberg
$285K
DWM
1883
Darwin Wealth Management
Florida
$284K -$4.45K -20 -2%
ME
1884
McIlrath & Eck
Washington
$284K +$126K +564 +78%
LA
1885
LexAurum Advisors
Kansas
$283K -$12.5K -56 -4%
GSWM
1886
Golden State Wealth Management
California
$283K +$43.4K +195 +18%
OAM
1887
Oak Asset Management
California
$282K +$286K +1,283 New
HIM
1888
Harbour Investment Management
Washington
$281K
POIA
1889
Pin Oak Investment Advisors
Texas
$281K
HFS
1890
Howard Financial Services
Texas
$280K +$33.4K +150 +13%
CHA
1891
Cooper/Haims Advisors
New York
$280K +$34.5K +155 +14%
IA
1892
Insight Advisors
Pennsylvania
$279K -$80.8K -363 -22%
CG
1893
Clarus Group
Texas
$279K +$223 +1 +0.1%
SAA
1894
Southeast Asset Advisors
Georgia
$279K +$445 +2 +0.2%
SAS
1895
Stelac Advisory Services
New York
$279K +$90.6K +407 +47%
CHC
1896
City Holding Co
West Virginia
$278K
FMN
1897
Financial Management Network
California
$278K
LA
1898
Legacy Advisors
Pennsylvania
$278K
WAM
1899
Weatherly Asset Management
California
$278K +$223 +1 +0.1%
APW
1900
Austin Private Wealth
Texas
$276K -$2.9K -13 -1%

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.