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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
GSEP
1926
Golden State Equity Partners
California
$237K -$6.48K -30 -2%
BO
1927
BRR OpCo
Ohio
$237K +$10.8K +50 +4%
AWE
1928
Avidian Wealth Enterprises
Texas
$237K +$16.6K +77 +7%
CWM
1929
Curi Wealth Management
North Carolina
$236K
GSWM
1930
Golden State Wealth Management
California
$235K -$18.8K -87 -7%
CAM
1931
Campion Asset Management
Virginia
$235K
MCA
1932
Mercer Capital Advisers
New Jersey
$235K
CFC
1933
Coyle Financial Counsel
Illinois
$235K +$259K +1,200 New
TF
1934
Tompkins Financial
New York
$234K +$258K +1,193 New
CAS
1935
Cascadia Advisory Services
Oregon
$233K -$2.38K -11 -0.9%
IWN
1936
Independent Wealth Network
Iowa
$233K +$210K +972 New
HDIM
1937
Hanson & Doremus Investment Management
Vermont
$232K +$6.48K +30 +3%
HC
1938
HNP Capital
New York
$231K
VRM
1939
Vectors Research Management
New York
$231K
MFG
1940
Menard Financial Group
Texas
$230K +$3.24K +15 +1%
GP
1941
Greenline Partners
New York
$229K
OBWG
1942
Onyx Bridge Wealth Group
New York
$228K +$13K +60 +6%
NAM
1943
NTV Asset Management
West Virginia
$228K +$16.2K +75 +7%
RSWM
1944
Robertson Stephens Wealth Management
California
$227K -$74.9K -347 -23%
JWA
1945
JFS Wealth Advisors
Pennsylvania
$226K +$1.94K +9 +0.8%
VCP
1946
Vista Capital Partners
Oregon
$225K +$36.3K +168 +17%
DWM
1947
Darwin Wealth Management
Florida
$224K -$32.2K -149 -12%
HIM
1948
Harbour Investment Management
Washington
$224K -$29.2K -135 -11%
SPWG
1949
Sage Private Wealth Group
Illinois
$224K +$5.18K +24 +2%
BA
1950
Bellwether Advisors
Nebraska
$222K -$1.73K -8 -0.7%

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.