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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
CPSAC
2051
Chas P. Smith & Associates (CPS)
Florida
$316K
GCIM
2052
Gunn & Company Investment Management
Florida
$316K +$327K +1,395 New
WCWM
2053
Willow Creek Wealth Management
California
$315K
KA
2054
Kovack Advisors
Florida
$314K +$28.1K +120 +9%
CTC
2055
Corundum Trust Company
South Dakota
$313K +$324K +1,382 New
NQWM
2056
Northwest Quadrant Wealth Management
Oregon
$312K +$937 +4 +0.3%
NG
2057
Norden Group
Utah
$311K -$19K -81 -6%
MHR
2058
Matthew Hamilton Rosenberg
$310K +$7.5K +32 +2%
CFC
2059
Coyle Financial Counsel
Illinois
$310K
SIA
2060
Soltis Investment Advisors
Utah
$309K +$2.11K +9 +0.7%
FA
2061
Faithward Advisors
Pennsylvania
$309K +$49.5K +211 +18%
CC
2062
Callan Capital
California
$308K +$16.6K +71 +5%
WIC
2063
Woodmont Investment Counsel
Tennessee
$308K -$4.69K -20 -1%
UBV
2064
United Bank (Virginia)
Virginia
$308K +$17.8K +76 +6%
WCM Investment Management
2065
WCM Investment Management
California
$307K +$115K +492 +56%
EWA
2066
Exencial Wealth Advisors
Oklahoma
$307K -$35.4K -151 -10%
LRPA
2067
L. Roy Papp & Associates
Arizona
$305K
TNA
2068
True North Advisors
Texas
$305K -$31.6K -135 -9%
DS
2069
DRW Securities
Illinois
$305K -$197K -842 -38%
QFA
2070
Quantum Financial Advisors
California
$305K -$5.63K -24 -2%
SAI
2071
Savvy Advisors Inc
New York
$305K +$316K +1,347 New
BFAG
2072
Blackston Financial Advisory Group
Florida
$304K +$315K +1,345 New
SWA
2073
SOA Wealth Advisors
New York
$304K -$25.8K -110 -8%
DA
2074
Doliver Advisors
Texas
$303K -$33.3K -142 -10%
HWM
2075
Hohimer Wealth Management
Washington
$303K

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.