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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
NSB
2126
Norway Savings Bank
Maine
$47K +$21.8K +98 +85%
FBT
2127
First Bank & Trust
South Dakota
$46K
BWL
2128
Bogart Wealth LLC
Virginia
$45K
IWP
2129
IAG Wealth Partners
Wisconsin
$44K
SQA
2130
Simon Quick Advisors
New Jersey
$44K +$2.45K +11 +6%
MCM
2131
MV Capital Management
Maryland
$44K +$19.8K +89 +79%
TFIPS
2132
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44K -$8.91K -40 -17%
EWA
2133
Evolution Wealth Advisors
Florida
$41K -$445 -2 -1%
HCP
2134
Hexagon Capital Partners
Arkansas
$40K
DWMG
2135
DB Wealth Management Group
California
$39K
MAM
2136
McCarthy Asset Management
California
$38K
RA
2137
Resolute Advisors
California
$38K
HFA
2138
Hoover Financial Advisors
Pennsylvania
$37K
HFA
2139
HC Financial Advisors
California
$36K -$26.5K -119 -42%
CAM
2140
CenterStar Asset Management
Illinois
$35K
FNBOSM
2141
First National Bank of South Miami
Florida
$34K -$1.11K -5 -3%
HWM
2142
Holloway Wealth Management
Florida
$33K
SSC
2143
Syverson Strege & Co
Iowa
$33K
HGWM
2144
Harvest Group Wealth Management
Massachusetts
$33K +$33.4K +150 New
AWM
2145
Avondale Wealth Management
Texas
$32K
NFSG
2146
Newbridge Financial Services Group
Florida
$32K +$223 +1 +0.7%
MWC
2147
MBM Wealth Consultants
Missouri
$31K -$20K -90 -39%
CQS
2148
Credential Qtrade Securities
$30.6K
BMD
2149
Better Money Decisions
New Mexico
$29K +$223 +1 +0.8%
JAM
2150
JCIC Asset Management
Ontario, Canada
$27K

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.