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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
HIM
1976
Hanlon Investment Management
New Jersey
$209K +$230K +1,064 New
LCC
1977
Lincoln Capital Corp
Rhode Island
$207K +$11.2K +52 +5%
RIA
1978
Regal Investment Advisors
Michigan
$206K -$1.08M -5,006 -83%
AL
1979
ADE LLC
Maryland
$206K
HIM
1980
HughesLittle Investment Management
$206K -$216K -1,000 -49%
CS
1981
Cannell & Spears
New York
$205K
MAM
1982
Marquette Asset Management
Minnesota
$205K
CCFM
1983
Clear Creek Financial Management
Washington
$205K +$4.1K +19 +2%
JFA
1984
JNBA Financial Advisors
Minnesota
$204K -$3.89K -18 -2%
CCIA
1985
Campbell & Co Investment Adviser
Maryland
$204K +$225K +1,040 New
FSA
1986
Franklin Street Advisors
North Carolina
$202K -$4.32K -20 -2%
EWM
1987
EPG Wealth Management
Georgia
$202K +$7.77K +36 +4%
BONST
1988
Bank of Nova Scotia Trust
Ontario, Canada
$201K -$3.02K -14 -1%
PCS
1989
Personal CFO Solutions
New Jersey
$200K -$71.7K -332 -25%
ME
1990
McIlrath & Eck
Washington
$200K -$58.1K -269 -21%
IFAM
1991
Institutional & Family Asset Management
Colorado
$200K
BC
1992
Burleson & Co
California
$199K
FGAM
1993
Financial Gravity Asset Management
Texas
$196K +$216 +1 +50%
HC
1994
Hoese & Co
Minnesota
$194K
OSNBOA
1995
Old Second National Bank of Aurora
Illinois
$194K
PWM
1996
Prentice Wealth Management
New York
$192K +$1.94K +9 +0.9%
CMA
1997
Cedar Mountain Advisors
Oregon
$190K
DFCM
1998
Dark Forest Capital Management
Puerto Rico
$190K +$16.2K +75 +8%
LWA
1999
Lenox Wealth Advisors
New York
$188K -$864 -4 -0.4%
ADL
2000
Asset Dedication LLC
California
$188K +$19.4K +90 +10%

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.