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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
CG
2101
Clarus Group
Texas
$295K
BWM
2102
Baron Wealth Management
Michigan
$295K -$30.7K -131 -9%
SRC
2103
Sage Rhino Capital
California
$295K +$8.2K +35 +3%
SAA
2104
Southeast Asset Advisors
Georgia
$294K +$937 +4 +0.3%
MAM
2105
Marquette Asset Management
Minnesota
$294K
SA
2106
SRH Advisors
Kansas
$294K
TF
2107
Talbot Financial
Washington
$294K
WC
2108
Wexford Capital
Florida
$294K
SHWM
2109
Smith & Howard Wealth Management
Georgia
$294K
CCM
2110
Crew Capital Management
Ohio
$293K
PFA
2111
Peak Financial Advisors
Colorado
$291K
SWC
2112
Spectrum Wealth Counsel
Indiana
$290K -$51.8K -221 -15%
CPRC
2113
Consolidated Portfolio Review Corp
New York
$290K +$2.11K +9 +0.7%
PHAM
2114
Palisades Hudson Asset Management
Florida
$289K
NRC
2115
New Republic Capital
North Carolina
$289K +$93.3K +398 +45%
TCBWMS
2116
Texas Capital Bank Wealth Management Services
Texas
$289K +$299K +1,276 New
FA
2117
Fiducient Advisors
Illinois
$288K +$234 +1 +0.1%
HC
2118
Hamilton Capital
Ohio
$288K -$100K -428 -25%
WIM
2119
Warwick Investment Management
Texas
$288K -$37.7K -161 -11%
HL
2120
HeadInvest LLC
Maine
$288K -$5.86K -25 -2%
ECA
2121
Elevated Capital Advisors
Utah
$287K
KFA
2122
Krane Funds Advisors
New York
$287K +$297K +1,269 New
VBWMG
2123
Von Berge Wealth Management Group
California
$287K
NPI
2124
New Perspectives Inc
Mississippi
$286K
ME
2125
McIlrath & Eck
Washington
$285K

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.