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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
RTC
2051
Riverview Trust Company
Washington
$169K
BAM
2052
Baldrige Asset Management
Pennsylvania
$165K +$167K +752 New
CWC
2053
Carolinas Wealth Consulting
North Carolina
$163K +$19.8K +89 +14%
GAM
2054
Gemmer Asset Management
California
$157K +$2.67K +12 +2%
FHC
2055
First Horizon Corporation
Tennessee
$155K -$12.9K -58 -8%
TFA
2056
Toth Financial Advisory
Virginia
$150K
TFO
2057
Tarbox Family Office
California
$150K +$8.46K +38 +6%
AP
2058
Atwood & Palmer
Missouri
$148K
SC
2059
Sierra Capital
Florida
$148K
TF
2060
TimeScale Financial
Massachusetts
$147K +$668 +3 +0.5%
BIMC
2061
Benson Investment Management Company
Virginia
$145K
Kayne Anderson Rudnick Investment Management
2062
Kayne Anderson Rudnick Investment Management
California
$141K +$89.1K +400 +167%
CAL
2063
Capital Analysts LLC
Pennsylvania
$140K +$10.9K +49 +8%
AWM
2064
Atticus Wealth Management
Florida
$137K
GWS
2065
Glassman Wealth Services
Virginia
$133K +$11.4K +51 +9%
IFA
2066
Interactive Financial Advisors
Illinois
$132K
SC
2067
Solstein Capital
California
$130K +$40.5K +182 +45%
TWM
2068
Tradition Wealth Management
Minnesota
$125K +$67K +301 +112%
CCA
2069
Column Capital Advisors
Indiana
$122K
AFIA
2070
America First Investment Advisors
Nebraska
$114K
IRC
2071
Investors Research Corp
Georgia
$110K
EBA
2072
Eagle Bay Advisors
New York
$108K +$108K +485 New
EL
2073
EMFO LLC
Florida
$108K +$110K +493 New
PWA
2074
Phoenix Wealth Advisors
North Carolina
$107K +$3.12K +14 +3%
FMP
2075
Financial Management Professionals
Texas
$106K +$10.2K +46 +11%

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.