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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
TA
1951
Trellis Advisors
Washington
$243K -$16.5K -74 -6%
NIA
1952
Northstar Investment Advisors
Colorado
$243K -$12.2K -55 -5%
ANB
1953
Amarillo National Bank
Texas
$243K
FAM
1954
Flaharty Asset Management
Florida
$243K +$246K +1,105 New
ML
1955
McAdam LLC
Pennsylvania
$242K -$21.2K -95 -8%
FSC
1956
Full Sail Capital
Oklahoma
$242K -$6.9K -31 -3%
OC
1957
Oarsman Capital
Wisconsin
$242K
PWA
1958
Providence Wealth Advisors
Illinois
$242K
SWMG
1959
Sanchez Wealth Management Group
Florida
$242K
AWM
1960
Act Wealth Management
Texas
$241K
TPWA
1961
TRUE Private Wealth Advisors
Oregon
$240K +$242K +1,087 New
NAM
1962
NTV Asset Management
West Virginia
$239K
WMP
1963
Wealth Management Partners
Arizona
$239K
TFCP
1964
Twin Focus Capital Partners
Massachusetts
$239K +$16.3K +73 +7%
BS
1965
Banco Santander
Spain
$238K -$782K -3,512 -76%
TF
1966
Trek Financial
Arizona
$238K +$241K +1,083 New
AWA
1967
Arete Wealth Advisors
Illinois
$237K -$28.9K -130 -9%
TI
1968
Truepoint Inc
Ohio
$237K -$891 -4 -0.4%
RWA
1969
Redhawk Wealth Advisors
Minnesota
$236K +$22.3K +100 +10%
ARMC
1970
American Research & Management Company
Massachusetts
$235K
LWM
1971
Liberty Wealth Management
California
$234K -$12K -54 -5%
JFA
1972
JNBA Financial Advisors
Minnesota
$232K -$5.57K -25 -2%
FSA
1973
Franklin Street Advisors
North Carolina
$231K -$5.12K -23 -2%
AL
1974
ADE LLC
Maryland
$231K
MAM
1975
Marquette Asset Management
Minnesota
$230K -$89.1K -400 -28%

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.