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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
DLCIG
1876
D.L. Carlson Investment Group
New Hampshire
$434K +$3.98K +17 +0.9%
WA
1877
Waddell & Associates
Tennessee
$429K +$5.86K +25 +1%
AIM
1878
Achmea Investment Management
Netherlands
$429K
MCM
1879
Mendel Capital Management
Arkansas
$428K -$11.3K -48 -2%
PCS
1880
Personal CFO Solutions
New Jersey
$428K -$29.5K -126 -6%
MAM
1881
Marotta Asset Management
Virginia
$427K +$5.63K +24 +1%
NAM
1882
NTV Asset Management
West Virginia
$426K
WP
1883
Westmount Partners
California
$426K +$9.84K +42 +2%
AFT
1884
Alpha Family Trust
California
$425K
SP
1885
Successful Portfolios
Florida
$424K -$69.1K -295 -14%
CSWG
1886
Cardinal Strategic Wealth Guidance
Kentucky
$424K -$82K -350 -16%
DAM
1887
Delta Asset Management
Tennessee
$423K
CFG
1888
Clayton Financial Group
Missouri
$423K
GWM
1889
Greenwich Wealth Management
Connecticut
$423K
TC
1890
Trust Company
Kansas
$422K
SIC
1891
Samalin Investment Counsel
New York
$422K +$75.7K +323 +21%
AF
1892
Affiance Financial
Minnesota
$422K +$30.5K +130 +8%
FI
1893
Financial Insights
Washington
$421K -$218K -931 -33%
BBA
1894
BLB&B Advisors
Pennsylvania
$419K -$13.6K -58 -3%
OWA
1895
Outlook Wealth Advisors
Texas
$419K +$54.8K +234 +14%
FA
1896
Fortis Advisors
Pennsylvania
$419K
WEG
1897
World Equity Group
Illinois
$418K -$1.52M -6,465 -78%
SFP
1898
Shepherd Financial Partners
Massachusetts
$418K
CCG
1899
Catalina Capital Group
California
$417K +$4.45K +19 +1%
PP
1900
Pacifica Partners
Canada
$416K +$11.7K +50 +3%

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.