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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
WFA
1901
WestHill Financial Advisors
California
$251K +$276K +1,278 New
AWA
1902
Arete Wealth Advisors
Illinois
$250K -$1.73K -8 -0.6%
SAA
1903
Southeast Asset Advisors
Georgia
$250K +$1.51K +7 +0.6%
BW
1904
Bison Wealth
Georgia
$249K -$258K -1,195 -49%
LA
1905
Legacy Advisors
Pennsylvania
$249K +$864 +4 +0.3%
KTC
1906
Kistler-Tiffany Companies
Pennsylvania
$248K -$48.6K -225 -15%
WAM
1907
Weatherly Asset Management
California
$248K +$432 +2 +0.2%
AWA
1908
Arkadios Wealth Advisors
Georgia
$247K -$27K -125 -9%
VFP
1909
Verus Financial Partners
Virginia
$247K -$15.3K -71 -6%
CG
1910
Clarus Group
Texas
$247K +$216 +1 +0.1%
SIS
1911
Sound Income Strategies
Florida
$246K
FOA
1912
Five Oceans Advisors
California
$246K +$271K +1,253 New
PHAM
1913
Palisades Hudson Asset Management
Florida
$245K
ECA
1914
Elevated Capital Advisors
Utah
$244K +$269K +1,245 New
HCP
1915
Holt Capital Partners
Texas
$243K
ONST
1916
Old North State Trust
North Carolina
$243K +$17.7K +82 +7%
BCM
1917
Bluefin Capital Management
New York
$243K +$267K +1,238 New
BB
1918
Bell Bank
North Dakota
$242K
BIP
1919
Blueprint Investment Partners
North Carolina
$242K +$266K +1,233 New
AWM
1920
Act Wealth Management
Texas
$241K
NCM
1921
Northside Capital Management
Oregon
$241K
LRPA
1922
L. Roy Papp & Associates
Arizona
$240K
RRA
1923
Round Rock Advisors
Connecticut
$240K
SCA
1924
Sippican Capital Advisors
Massachusetts
$240K
FB
1925
First Bancorp
Maine
$238K +$261K +1,210 New

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.