We are live on ! Find out more
UNP icon

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
BIMC
2026
Benson Investment Management Company
Virginia
$129K
TLCM
2027
Twin Lakes Capital Management
California
$129K +$142K +656 New
CWC
2028
Carolinas Wealth Consulting
North Carolina
$128K -$18.6K -86 -12%
TFO
2029
Tarbox Family Office
California
$125K -$9.29K -43 -6%
T
2030
TOBAM
France
$125K +$81K +375 +144%
FMP
2031
Financial Management Professionals
Texas
$124K +$32.4K +150 +31%
CAL
2032
Capital Analysts LLC
Pennsylvania
$123K -$1.3K -6 -0.9%
AWM
2033
Atticus Wealth Management
Florida
$123K
PWA
2034
Phoenix Wealth Advisors
North Carolina
$122K +$31.1K +144 +30%
IFA
2035
Interactive Financial Advisors
Illinois
$118K
EBA
2036
Eagle Bay Advisors
New York
$114K +$19.2K +89 +18%
KIG
2037
Kowal Investment Group
Wisconsin
$113K +$125K +578 New
TWM
2038
Tradition Wealth Management
Minnesota
$111K -$864 -4 -0.7%
LFG
2039
Larson Financial Group
Missouri
$108K -$147K -682 -55%
CCA
2040
Column Capital Advisors
Indiana
$108K -$216 -1 -0.2%
Kayne Anderson Rudnick Investment Management
2041
Kayne Anderson Rudnick Investment Management
California
$102K -$25.9K -120 -19%
AFIA
2042
America First Investment Advisors
Nebraska
$102K
WOSD
2043
WFA of San Diego
California
$101K +$111K +513 New
IRC
2044
Investors Research Corp
Georgia
$98K
EL
2045
EMFO LLC
Florida
$97K
AP
2046
Arlington Partners
Alabama
$96K +$51.2K +237 +94%
MGIM
2047
M&G Investment Management
United Kingdom
$95.5K +$6.13M +28,392 +6%
LJHT
2048
Laurie J. Hall Trustee
$90K
TFM
2049
TFC Financial Management
Massachusetts
$89K
JGIA
2050
Jackson Grant Investment Advisers
Connecticut
$89K +$432 +2 +0.4%

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.