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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
SIS
1901
Sound Income Strategies
Florida
$276K +$13.8K +62 +5%
PHAM
1902
Palisades Hudson Asset Management
Florida
$275K
SAM
1903
Strategy Asset Managers
California
$275K +$22.3K +100 +9%
WA
1904
Wealth Architects
California
$275K +$41.4K +186 +17%
SOW
1905
State of Wyoming
Wyoming
$275K +$78.2K +351 +39%
TIA
1906
Traphagen Investment Advisors
New Jersey
$275K +$445 +2 +0.2%
C
1907
Certuity
Florida
$274K -$41.2K -185 -13%
HCP
1908
Holt Capital Partners
Texas
$273K
GSEP
1909
Golden State Equity Partners
California
$273K +$13.1K +59 +5%
GSBTD
1910
Glenview State Bank Trust Department
Illinois
$272K
SMG
1911
Spectrum Management Group
Indiana
$272K +$1.56K +7 +0.6%
VWM
1912
Vigilare Wealth Management
Arizona
$272K +$23.6K +106 +9%
NCM
1913
Northside Capital Management
Oregon
$271K
BB
1914
Bell Bank
North Dakota
$271K +$57.7K +259 +27%
LFG
1915
Larson Financial Group
Missouri
$271K +$152K +682 +124%
WQ
1916
Wealth Quarterback
New Jersey
$270K +$272K +1,223 New
RRA
1917
Round Rock Advisors
Connecticut
$269K -$36.7K -165 -12%
LRPA
1918
L. Roy Papp & Associates
Arizona
$269K
SCA
1919
Sippican Capital Advisors
Massachusetts
$269K
FHC
1920
First Heartland Consultants
Missouri
$269K +$34.7K +156 +15%
WW
1921
Westshore Wealth
California
$267K
CWM
1922
Curi Wealth Management
North Carolina
$265K +$1.78K +8 +0.7%
MCA
1923
Mercer Capital Advisers
New Jersey
$264K -$16.7K -75 -6%
CAM
1924
Campion Asset Management
Virginia
$264K
CAS
1925
Cascadia Advisory Services
Oregon
$264K

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.