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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
HCP
2101
Hexagon Capital Partners
Arkansas
$36K
NFSG
2102
Newbridge Financial Services Group
Florida
$36K +$8.21K +38 +26%
DWMG
2103
DB Wealth Management Group
California
$35K
RA
2104
Resolute Advisors
California
$34K
MAM
2105
McCarthy Asset Management
California
$34K +$216 +1 +0.6%
APP
2106
Alpha Paradigm Partners
Illinois
$34K +$37.8K +175 New
HFA
2107
HC Financial Advisors
California
$32K
SSC
2108
Syverson Strege & Co
Iowa
$30K +$216 +1 +0.7%
FNBOSM
2109
First National Bank of South Miami
Florida
$29K -$864 -4 -3%
HGWM
2110
Harvest Group Wealth Management
Massachusetts
$29K
HWM
2111
Holloway Wealth Management
Florida
$29K
CH
2112
Canton Hathaway
Rhode Island
$29K +$32.4K +150 New
TCWM
2113
Total Clarity Wealth Management
Illinois
$29K +$32.4K +150 New
AWM
2114
Avondale Wealth Management
Texas
$28K
CQS
2115
Credential Qtrade Securities
$27.2K
MWC
2116
MBM Wealth Consultants
Missouri
$27K
Cohen & Steers
2117
Cohen & Steers
New York
$26K -$36.7K -170 -56%
KLWA
2118
Kelly Lawrence W & Associates
California
$24K
RCC
2119
Red Cedar Capital
Nebraska
$24K
RIM
2120
Rockbridge Investment Management
New York
$23K
SAM
2121
Strategic Asset Management
Minnesota
$22K +$22.5K +104 New
BIA
2122
Bell Investment Advisors
California
$22K +$24.2K +112 New
TCWA
2123
Ten Capital Wealth Advisors
Washington
$21K -$2.36M -10,943 -99%
HWMA
2124
Heritage Wealth Management (Arizona)
Arizona
$21K +$432 +2 +2%
AWM
2125
AllSquare Wealth Management
New York
$20K -$43.2K -200 -67%

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.