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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
BWM
1876
Birchcreek Wealth Management
Ohio
$261K
BA
1877
Ballast Advisors
Minnesota
$260K
RSS
1878
Rosenblum Silverman Sutton
California
$260K
CCM
1879
Consolidated Capital Management
California
$259K +$1.3K +6 +0.5%
FPCM
1880
Financial Partners Capital Management
New York
$259K -$5.4K -25 -2%
SAM
1881
Strategy Asset Managers
California
$257K +$13K +60 +5%
PSF
1882
Pacific Sun Financial
California
$257K +$283K +1,310 New
AA
1883
Advisory Alpha
Michigan
$257K +$283K +1,312 New
WMA
1884
Wealth Management Associates
New Jersey
$256K
PMG
1885
ProVise Management Group
Florida
$256K -$8.21K -38 -3%
W
1886
Wealthquest
Ohio
$256K -$8.21K -38 -3%
SAS
1887
Stelac Advisory Services
New York
$256K +$7.99K +37 +3%
SF
1888
Symphony Financial
Texas
$255K -$103K -478 -27%
FMN
1889
Financial Management Network
California
$255K
GWCM
1890
Godshalk Welsh Capital Management
Pennsylvania
$255K
C
1891
Certuity
Florida
$255K +$11.4K +53 +4%
PIFP
1892
Partners in Financial Planning
Virginia
$255K
VWM
1893
Vigilare Wealth Management
Arizona
$254K +$13K +60 +5%
LA
1894
LexAurum Advisors
Kansas
$253K
WA
1895
Waverly Advisors
Alabama
$253K +$13.2K +61 +6%
SRC
1896
Sage Rhino Capital
California
$252K -$4.32K -20 -2%
FC
1897
Forte Capital
New York
$251K -$36.5K -169 -12%
TC
1898
Truvestments Capital
Florida
$251K -$35.6K -165 -11%
POIA
1899
Pin Oak Investment Advisors
Texas
$251K
WA
1900
Wealth Architects
California
$251K +$7.34K +34 +3%

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.