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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
ATC
2001
Adirondack Trust Company
New York
$187K
MFA
2002
McClarren Financial Advisors
Pennsylvania
$186K
CCA
2003
Catalyst Capital Advisors
New York
$184K
IWA
2004
IBEX Wealth Advisors
New Jersey
$174K -$1.56M -7,201 -89%
RCG
2005
Rock Creek Group
District of Columbia
$174K -$185K -858 -49%
FFA
2006
Freedman Financial Associates
Massachusetts
$174K +$2.59K +12 +1%
AA
2007
Addison Advisors
Vermont
$173K +$1.3K +6 +0.7%
CWP
2008
Concord Wealth Partners
Virginia
$171K -$294K -1,360 -61%
GFPC
2009
Global Financial Private Client
Florida
$169K
BAM
2010
Bellevue Asset Management
Washington
$168K
WOC
2011
West Oak Capital
California
$166K
GG
2012
Gleason Group
Kentucky
$166K +$1.08K +5 +0.6%
ODG
2013
O'Dell Group
Ohio
$157K +$173K +800 New
PGAM
2014
Princeton Global Asset Management
New Jersey
$156K -$19.7K -91 -10%
AIM
2015
Acropolis Investment Management
Missouri
$152K
GCM
2016
Gladius Capital Management
Illinois
$152K +$167K +773 New
RTC
2017
Riverview Trust Company
Washington
$151K
BAM
2018
Baldrige Asset Management
Pennsylvania
$147K
DWP
2019
Destiny Wealth Partners
Florida
$137K -$70.8K -328 -32%
GAM
2020
Gemmer Asset Management
California
$137K -$2.59K -12 -2%
CPC
2021
Consolidated Planning Corp
Georgia
$134K +$147K +682 New
AP
2022
Atwood & Palmer
Missouri
$132K
SC
2023
Sierra Capital
Florida
$132K
TF
2024
TimeScale Financial
Massachusetts
$132K +$432 +2 +0.3%
BDWM
2025
Brewin Dolphin Wealth Management
Ireland
$131K +$144K +668 New

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.