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Union Pacific

2,194 hedge funds and large institutions have $112B invested in Union Pacific in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 950 increasing their positions, 749 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 950 | Existing positions reduced: 749

26% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.4B

0% less funds holding

Funds holding: 2,1972,194 (-3)

0.87% less ownership

Funds ownership: 77.71%76.84% (-0.87%)

3% less capital invested

Capital invested by funds: $115B → $112B (-$3.21B)

28% less funds holding in top 10

Funds holding in top 10: 8662 (-24)

Holders
2,194
Holders Change
-3
Holders Change %
-0.14%
% of All Funds
38.18%
Holding in Top 10
62
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-27.91%
% of All Funds
1.08%
New
122
Increased
950
Reduced
749
Closed
96
Calls
$1.76B
Puts
$1.4B
Net Calls
+$363M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Change in
Stake
SICM
2026
Sustainable Insight Capital Management
New York
$208K +$210K +944 New
CWM
2027
Cabot Wealth Management
Massachusetts
$207K -$11.1K -50 -5%
LC
2028
Landaas & Company
Wisconsin
$207K
VCS
2029
Vaughan & Co Securities
New Jersey
$207K
CCA
2030
Catalyst Capital Advisors
New York
$207K +$209K +940 New
UWPG
2031
Ullmann Wealth Partners Group
Florida
$206K
FCFC
2032
First Commonwealth Financial Corp
Pennsylvania
$206K +$209K +938 New
CWM
2033
CCG Wealth Management
California
$205K -$16.7K -75 -7%
ICP
2034
Interchange Capital Partners
Pennsylvania
$205K -$14.9K -67 -7%
SWIG
2035
Strategic Wealth Investment Group
Kentucky
$203K -$14K -63 -6%
GCA
2036
Greenwood Capital Associates
South Carolina
$203K +$205K +922 New
BWP
2037
Bernardo Wealth Planning
Pennsylvania
$201K -$4.45K -20 -2%
VWM
2038
Valley Wealth Managers
New Jersey
$200K +$202K +909 New
DFCM
2039
Dark Forest Capital Management
Puerto Rico
$197K +$199K +895 New
PGAM
2040
Princeton Global Asset Management
New Jersey
$195K -$41K -184 -17%
FFA
2041
Freedman Financial Associates
Massachusetts
$193K
AA
2042
Addison Advisors
Vermont
$193K +$196K +878 New
ADL
2043
Asset Dedication LLC
California
$190K +$56.8K +255 +42%
GFPC
2044
Global Financial Private Client
Florida
$187K
BAM
2045
Bellevue Asset Management
Washington
$187K
WOC
2046
West Oak Capital
California
$186K
GG
2047
Gleason Group
Kentucky
$185K +$891 +4 +0.5%
AIM
2048
Acropolis Investment Management
Missouri
$176K
CSPIA
2049
Cary Street Partners Investment Advisory
Virginia
$173K +$6.46K +29 +4%
ATC
2050
Adirondack Trust Company
New York
$170K

UNP Hedge Fund Activity: Q2 2021 in Review

2,194 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2021, worth a combined $112B — down 2.8% from $115B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new UNP positions and 96 closed out — a net gain of 26 holders — while 950 added to existing stakes and 749 trimmed.

The largest buyer was Macquarie Group, adding an estimated $349M. The largest seller was Wellington Management Group, cutting an estimated $483M.

  • 2,194 institutional investors held Union Pacific (UNP) as of Q2 2021, down from 2,197 in Q1 2021.
  • Funds reported $112B of Union Pacific stock for Q2 2021, down 2.8% quarter-over-quarter.
  • 122 funds opened new Union Pacific positions in Q2 2021 and 96 closed out, a net change of +26 holders.
  • The largest Union Pacific buyer in Q2 2021 was Macquarie Group, an estimated $349M added.
  • The largest Union Pacific seller in Q2 2021 was Wellington Management Group, an estimated $483M sold.

Based on aggregated 13F filings for Q2 2021.