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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
CC
1926
Capital Counsel
New York
$262K
CWS
1927
Cypress Wealth Services
California
$260K -$49.9K -224 -16%
HC
1928
HNP Capital
New York
$259K +$4.01K +18 +2%
VRM
1929
Vectors Research Management
New York
$259K +$4.01K +18 +2%
GP
1930
Greenline Partners
New York
$257K
CFA
1931
CWS Financial Advisors
Michigan
$257K +$223 +1 +0.1%
AA
1932
Alesco Advisors
New York
$255K
ONST
1933
Old North State Trust
North Carolina
$255K +$223 +1 +0.1%
BO
1934
BRR OpCo
Ohio
$254K -$20.7K -93 -7%
MFG
1935
Menard Financial Group
Texas
$254K +$49.4K +222 +24%
5L
1936
55I LLC
Massachusetts
$254K +$257K +1,155 New
SAF
1937
Smith Anglin Financial
Texas
$252K +$6.24K +28 +3%
JWA
1938
JFS Wealth Advisors
Pennsylvania
$252K +$14.5K +65 +6%
BA
1939
Bellwether Advisors
Nebraska
$251K -$11.1K -50 -4%
VFP
1940
Verus Financial Partners
Virginia
$251K +$4.23K +19 +2%
CCP
1941
Cardan Capital Partners
Colorado
$250K +$2.23K +10 +0.9%
SHWM
1942
Smith & Howard Wealth Management
Georgia
$249K
AWE
1943
Avidian Wealth Enterprises
Texas
$249K +$20.3K +91 +9%
Q
1944
QVR
California
$249K +$156K +702 +164%
OPOWM
1945
One Plus One Wealth Management
Florida
$247K
CA
1946
Cortland Associates
Missouri
$247K +$445 +2 +0.2%
LWA
1947
Lineweaver Wealth Advisors
Ohio
$247K +$13.1K +59 +6%
SPWG
1948
Sage Private Wealth Group
Illinois
$246K +$2.9K +13 +1%
SFP
1949
Sterling Financial Planning
New Jersey
$245K -$223 -1 -0.1%
WPA
1950
West Paces Advisors
Georgia
$244K -$3.56K -16 -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.