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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
LJHT
2076
Laurie J. Hall Trustee
$101K
MGIM
2077
M&G Investment Management
United Kingdom
$101K +$48M +215,425 +88%
TFM
2078
TFC Financial Management
Massachusetts
$100K
PCA
2079
Providence Capital Advisors
North Carolina
$99K
JGIA
2080
Jackson Grant Investment Advisers
Connecticut
$99K +$445 +2 +0.4%
FCMT
2081
Founders Capital Management (Texas)
Texas
$97K
AA
2082
AlphaMark Advisors
Kentucky
$95K -$13.4K -60 -12%
CIM
2083
CCLA Investment Management
United Kingdom
$92.6K +$6.56M +29,450 +8%
CAM
2084
Costello Asset Management
Pennsylvania
$90K
TLFA
2085
True Link Financial Advisors
California
$90K +$1.56K +7 +2%
RAM
2086
Riggs Asset Management
Pennsylvania
$88K +$89.1K +400 New
CIA
2087
Cascade Investment Advisors
Oregon
$88K
JMF
2088
Johnson Midwest Financial
Iowa
$86K
FWM
2089
Filbrandt Wealth Management
Wisconsin
$82K
PGWM
2090
Parisi Gray Wealth Management
New Jersey
$79K +$80.4K +361 New
CA
2091
Crewe Advisors
Utah
$78K
COCM
2092
Charter Oak Capital Management
New Hampshire
$77K
AWM
2093
Accel Wealth Management
Iowa
$77K +$223 +1 +0.3%
EI
2094
Ellevest Inc
New York
$73K +$9.35K +42 +14%
IAS
2095
IMA Advisory Services
Colorado
$70K
CCC
2096
Crescent Capital Consulting
Louisiana
$69K -$13.4K -60 -16%
AAP
2097
Arax Advisory Partners
Colorado
$68K +$69.3K +311 New
Cohen & Steers
2098
Cohen & Steers
New York
$67K -$84.1M -377,756 -100%
Nisa Investment Advisors
2099
Nisa Investment Advisors
Missouri
$66.7K -$6.36M -28,569 -9%
TI
2100
tru Independence
Oregon
$66K -$675K -3,031 -91%

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.