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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
SHWM
1951
Smith & Howard Wealth Management
Georgia
$222K
WCM
1952
Windsor Capital Management
Arizona
$222K +$28.7K +133 +13%
OPOWM
1953
One Plus One Wealth Management
Florida
$220K
CA
1954
Cortland Associates
Missouri
$220K +$432 +2 +0.2%
ML
1955
McAdam LLC
Pennsylvania
$220K +$1.51K +7 +0.6%
WCM
1956
WealthBridge Capital Management
Ohio
$220K +$243K +1,124 New
TFCP
1957
Twin Focus Capital Partners
Massachusetts
$219K +$5.83K +27 +2%
KM
1958
Kalos Management
Georgia
$219K +$206K +956 New
HFP
1959
Holistic Financial Partners
Indiana
$218K -$108K -501 -31%
CCP
1960
Cardan Capital Partners
Colorado
$218K -$5.4K -25 -2%
CBFP
1961
Cedar Brook Financial Partners
Ohio
$217K -$51.8K -240 -18%
WQ
1962
Wealth Quarterback
New Jersey
$217K -$29.8K -138 -11%
FAM
1963
Flaharty Asset Management
Florida
$217K
MS
1964
Madden Securities
Texas
$216K -$718K -3,325 -75%
TA
1965
Trellis Advisors
Washington
$216K -$432 -2 -0.2%
ANB
1966
Amarillo National Bank
Texas
$216K
SWMG
1967
Sanchez Wealth Management Group
Florida
$216K
OC
1968
Oarsman Capital
Wisconsin
$216K +$216 +1 +0.1%
PWA
1969
Providence Wealth Advisors
Illinois
$215K
LOPW
1970
Live Oak Private Wealth
North Carolina
$214K +$236K +1,092 New
WMP
1971
Wealth Management Partners
Arizona
$213K
BS
1972
Banco Santander
Spain
$212K
TI
1973
Truepoint Inc
Ohio
$211K
RWA
1974
Redhawk Wealth Advisors
Minnesota
$210K +$216 +1 +0.1%
ARMC
1975
American Research & Management Company
Massachusetts
$209K

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.