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
TI
2076
Truehand Inc
New Hampshire
$59K
Nisa Investment Advisors
2077
Nisa Investment Advisors
Missouri
$58.3K -$1.31M -6,071 -2%
AAP
2078
Arax Advisory Partners
Colorado
$57K -$4.1K -19 -6%
AIL
2079
AGF Investments LLC
Ontario, Canada
$56K -$648 -3 -1%
COCM
2080
Charter Oak Capital Management
New Hampshire
$55K -$15.1K -70 -20%
HIM
2081
Hillsdale Investment Management
Ontario, Canada
$55K
SFPG
2082
Stonebridge Financial Planning Group
Florida
$55K
MSFP
2083
Mark Sheptoff Financial Planning
Connecticut
$53K
PCFFS
2084
Pacific Center for Financial Services
California
$52K
HFS
2085
HBC Financial Services
Washington
$50K +$216 +1 +0.4%
SGAM
2086
Smith Group Asset Management
Texas
$49K
AIM
2087
Arcadia Investment Management
Michigan
$48K -$7.99K -37 -13%
MFT
2088
Moisand Fitzgerald Tamayo
Florida
$47K
NC
2089
NewSquare Capital
Pennsylvania
$47K
ACM
2090
Antonetti Capital Management
Florida
$47K +$51.8K +240 New
BBHC
2091
Brown Brothers Harriman & Co
New York
$46.1K -$394K -1,826 -0.8%
APWA
2092
Atlas Private Wealth Advisors
New Jersey
$46K +$432 +2 +0.9%
IWP
2093
IAG Wealth Partners
Wisconsin
$46K +$7.34K +34 +17%
SWM
2094
Sugarloaf Wealth Management
Georgia
$45K -$4.1K -19 -8%
UFF
2095
USA Financial Formulas
Michigan
$45K -$2.38K -11 -5%
FP
2096
Financial Perspectives
Minnesota
$42.8K
NSB
2097
Norway Savings Bank
Maine
$39K -$3.24K -15 -7%
MCM
2098
MV Capital Management
Maryland
$39K -$864 -4 -2%
BWL
2099
Bogart Wealth LLC
Virginia
$38K -$2.16K -10 -5%
FBT
2100
First Bank & Trust
South Dakota
$37K -$4.32K -20 -10%

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.