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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
PF
2076
Parker Financial
Washington
$303K -$13.4K -57 -4%
PSP
2077
Pacific Sage Partners
Washington
$303K +$1.64K +7 +0.5%
MWPCG
2078
Measured Wealth Private Client Group
New Hampshire
$302K
FFM
2079
Flagstone Financial Management
Nebraska
$302K
BA
2080
Bellwether Advisors
Nebraska
$302K +$33.3K +142 +12%
BWM
2081
BlackDiamond Wealth Management
New York
$301K +$33.7K +144 +13%
TWM
2082
Tradition Wealth Management
Minnesota
$301K -$15K -64 -5%
WAM
2083
Wakefield Asset Management
Colorado
$301K +$311K +1,329 New
FOA
2084
Five Oceans Advisors
California
$300K -$7.26K -31 -2%
GWCM
2085
Godshalk Welsh Capital Management
Pennsylvania
$300K
NED
2086
Nancy E. Dempze
$300K +$31.6K +135 +11%
MPW
2087
Monterey Private Wealth
California
$300K +$37.3K +159 +14%
BOS
2088
Bank of Stockton
California
$300K -$17.8K -76 -5%
PO
2089
Private Ocean
California
$299K
HIM
2090
Hanlon Investment Management
New Jersey
$299K +$5.16K +22 +2%
SPWG
2091
Sage Private Wealth Group
Illinois
$298K +$92.3K +394 +43%
PCMC
2092
Private Capital Management (Colorado)
Colorado
$298K +$14.1K +60 +5%
FCT
2093
First Community Trust
Iowa
$298K
ECM
2094
Elgethun Capital Management
South Dakota
$297K +$937 +4 +0.3%
TW
2095
Traveka Wealth
California
$297K +$4.22K +18 +1%
LPAM
2096
Lodestar Private Asset Management
California
$297K -$70.1K -299 -19%
HCP
2097
Holt Capital Partners
Texas
$297K
BGAI
2098
Bruce G. Allen Investments
Colorado
$297K +$469 +2 +0.2%
JWA
2099
JFS Wealth Advisors
Pennsylvania
$296K -$7.97K -34 -3%
IAM
2100
Ion Asset Management
Israel
$296K +$307K +1,308 New

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.