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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
NRI
1926
NFP Retirement Inc
California
$398K +$3.52K +15 +0.9%
BOSSRA
1927
B.O.S.S. Retirement Advisors
Utah
$398K +$412K +1,759 New
PCA
1928
Pallas Capital Advisors
Massachusetts
$398K +$74.5K +318 +24%
DCBT
1929
Dakota Community Bank & Trust
North Dakota
$398K -$703 -3 -0.2%
APA
1930
Astoria Portfolio Advisors
New York
$396K -$27.4K -117 -6%
FCA
1931
FLC Capital Advisors
California
$396K
AC
1932
ASB Consultores
Florida
$396K -$571K -2,437 -58%
PG
1933
Patten Group
Tennessee
$396K
PWM
1934
PBMares Wealth Management
Virginia
$395K -$23.9K -102 -6%
TWM
1935
Trueblood Wealth Management
Ohio
$395K +$23.2K +99 +6%
MKC
1936
M. Kraus & Co
Vermont
$395K
MFS
1937
Madrona Financial Services
Washington
$393K -$31.2K -133 -7%
WPA
1938
West Paces Advisors
Georgia
$391K -$2.34K -10 -0.6%
CPA
1939
Cardiff Park Advisors
California
$391K +$2.58K +11 +0.6%
CIS
1940
Custom Index Systems
New York
$390K +$404K +1,725 New
CAL
1941
Capital Advisors Ltd
Ohio
$390K +$13.4K +57 +3%
GWM
1942
GSB Wealth Management
Connecticut
$390K
PIM
1943
Plato Investment Management
Australia
$387K -$1.41K -6 -0.3%
CAC
1944
Certified Advisory Corp
Florida
$386K +$4.69K +20 +1%
S
1945
Sachetta
Massachusetts
$386K -$703 -3 -0.2%
TPW
1946
Transatlantique Private Wealth
New York
$385K
ITIM
1947
Indiana Trust & Investment Management
Indiana
$385K +$241K +1,028 +153%
CNB
1948
Camden National Bank
Maine
$384K -$1.64K -7 -0.4%
RCA
1949
Resonant Capital Advisors
Wisconsin
$384K -$8.67K -37 -2%
HBT
1950
Heartland Bank & Trust
Illinois
$383K +$3.05K +13 +0.8%

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.