Union Pacific
UNP
2,197 hedge funds and large institutions have $115B invested in Union Pacific in 2021 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 929 increasing their positions, 746 reducing their positions, and 96 closing their positions.
80% more first-time investments, than exits
New positions opened: 173 | Existing positions closed: 96
25% more repeat investments, than reductions
Existing positions increased: 929 | Existing positions reduced: 746
18% more call options, than puts
Call options by funds: $1.2B | Put options by funds: $1.02B
16% more funds holding in top 10
Funds holding in top 10: 74 → 86 (+12)
3% more funds holding
Funds holding: 2,142 → 2,197 (+55)
4% more capital invested
Capital invested by funds: $110B → $115B (+$4.84B)
0.8% less ownership
Funds ownership: 78.51% → 77.71% (-0.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$746M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$262M |
| 3 |
N
Natixis
Paris,
France
|
+$194M |
| 4 |
BlackRock
New York
|
+$153M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.07B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$251M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$217M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$183M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$162M |
UNP Hedge Fund Activity: Q1 2021 in Review
2,197 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q1 2021, worth a combined $115B — up 4.4% from $110B a quarter earlier.
Buyers outnumbered sellers: 173 funds opened new UNP positions and 96 closed out — a net gain of 77 holders — while 929 added to existing stakes and 746 trimmed.
The largest buyer was DZ Bank, adding an estimated $746M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.07B.
- 2,197 institutional investors held Union Pacific (UNP) as of Q1 2021, up from 2,142 in Q4 2020.
- Funds reported $115B of Union Pacific stock for Q1 2021, up 4.4% quarter-over-quarter.
- 173 funds opened new Union Pacific positions in Q1 2021 and 96 closed out, a net change of +77 holders.
- The largest Union Pacific buyer in Q1 2021 was DZ Bank, an estimated $746M added.
- The largest Union Pacific seller in Q1 2021 was T. Rowe Price Associates, an estimated $1.07B sold.
Based on aggregated 13F filings for Q1 2021.