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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
BWM
1976
Birchcreek Wealth Management
Ohio
$363K -$118K -503 -24%
BFWA
1977
Benchmark Financial Wealth Advisors
Florida
$362K -$21.8K -93 -5%
GF
1978
Gabelli Funds
New York
$362K -$42.2K -180 -10%
AA
1979
Alta Advisers
United Kingdom
$362K
BHA
1980
Beech Hill Advisors
New York
$362K
LWM
1981
Liberty Wealth Management
California
$362K +$1.52M +6,484 +455%
TF
1982
Tompkins Financial
New York
$362K -$1.41K -6 -0.4%
OL
1983
OneFund LLC
Florida
$360K +$5.63K +24 +2%
TWM
1984
TriaGen Wealth Management
California
$360K
BB
1985
Bell Bank
North Dakota
$360K
CRWM
1986
Castle Rock Wealth Management
California
$360K +$21.6K +92 +6%
RFA
1987
RTD Financial Advisors
Pennsylvania
$359K -$12.9K -55 -3%
FAM
1988
Fenimore Asset Management
New York
$358K
EBSAM
1989
Eubel Brady & Suttman Asset Management
Ohio
$357K -$4.69K -20 -1%
LGF
1990
LGT Group Foundation
Liechtenstein
$357K -$55.1K -235 -13%
WG
1991
Welch Group
Alabama
$354K
GAM
1992
Gould Asset Management
California
$353K
GLLW
1993
Graves Light Lenhart Wealth
Virginia
$351K -$7.03K -30 -2%
VF
1994
Vest Financial
Virginia
$351K +$104K +442 +40%
OTPPB
1995
Ontario Teachers' Pension Plan Board
Ontario, Canada
$348K -$396K -1,689 -52%
MTIC
1996
Missouri Trust & Investment Company
Missouri
$348K -$17.6K -75 -5%
PMFA
1997
Plante Moran Financial Advisors
Michigan
$348K +$2.58K +11 +0.7%
BCA
1998
Bay Colony Advisors
Massachusetts
$348K -$2.11K -9 -0.6%
SWA
1999
Stratos Wealth Advisors
Ohio
$347K +$82.3K +351 +30%
KCM
2000
Kendall Capital Management
Maryland
$347K -$4.22K -18 -1%

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.