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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
ACM
2101
AUA Capital Management
Pennsylvania
$66K
CHA
2102
Carmichael Hill & Associates
Maryland
$66K
TI
2103
Truehand Inc
New Hampshire
$66K
AWM
2104
AllSquare Wealth Management
New York
$66K +$28.9K +130 +76%
AIL
2105
AGF Investments LLC
Ontario, Canada
$64K +$22.5K +101 +53%
KFS
2106
Kelly Financial Services
Massachusetts
$63K +$3.07M +13,793 +21,894%
HIM
2107
Hillsdale Investment Management
Ontario, Canada
$62K
AIM
2108
Arcadia Investment Management
Michigan
$62K +$8.24K +37 +15%
MSFP
2109
Mark Sheptoff Financial Planning
Connecticut
$59K
PCFFS
2110
Pacific Center for Financial Services
California
$58K
T
2111
TOBAM
France
$57K +$58.1K +261 New
AP
2112
Arlington Partners
Alabama
$56K
SWM
2113
Sugarloaf Wealth Management
Georgia
$55K +$4.23K +19 +8%
SGAM
2114
Smith Group Asset Management
Texas
$55K +$55.7K +250 New
MFT
2115
Moisand Fitzgerald Tamayo
Florida
$53K
NC
2116
NewSquare Capital
Pennsylvania
$53K +$53.7K +241 New
UFF
2117
USA Financial Formulas
Michigan
$53K +$53.9K +242 New
BBHC
2118
Brown Brothers Harriman & Co
New York
$52.1K -$1.13M -5,072 -2%
RWML
2119
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$51K -$3.79K -17 -7%
APWA
2120
Atlas Private Wealth Advisors
New Jersey
$51K -$12.9K -58 -20%
SFPG
2121
Stonebridge Financial Planning Group
Florida
$51K
HFS
2122
HBC Financial Services
Washington
$51K +$5.79K +26 +12%
SL
2123
Savior LLC
Massachusetts
$49K
AIG
2124
American International Group
New York
$48.2K +$185K +830 +0.4%
FP
2125
Financial Perspectives
Minnesota
$48K -$10.7M -47,897 -100%

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.