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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
CWA
2126
Clearview Wealth Advisors
Oregon
$20K
DI
2127
Disciplined Investments
Oklahoma
$20K
JAM
2128
JCIC Asset Management
Ontario, Canada
$20K
RBC
2129
Roble Belko & Company
Pennsylvania
$19K
LPWM
2130
Lake Point Wealth Management
Texas
$16K
CCM
2131
Cribstone Capital Management
Maine
$15K
LD
2132
Lipe & Dalton
New York
$15K
MG
2133
MilWealth Group
Wisconsin
$14.1K +$15.5K +72 New
IF
2134
Ironwood Financial
Arizona
$13K
KFS
2135
Kelly Financial Services
Massachusetts
$12.3K -$2.98M -13,793 -100%
GWMIA
2136
Global Wealth Management Investment Advisory
Florida
$12K
YAL
2137
Your Advocates Ltd
Texas
$12K
CCM
2138
Carderock Capital Management
Maryland
$10K -$431K -1,998 -98%
FRA
2139
Front Row Advisors
California
$10K +$2.59K +12 +30%
RVM
2140
Robinson Value Management
Texas
$10K +$11.4K +53 New
WIA
2141
Wealthstreet Investment Advisors
Texas
$9K
RA
2142
Rational Advisors
New York
$9K +$10.2K +47 New
TCM
2143
TD Capital Management
Tennessee
$8K
BCM
2144
Bourgeon Capital Management
Connecticut
$7K -$6.48K -30 -44%
ETI
2145
Enterprise Trust & Investment
California
$7K
EIM
2146
Essex Investment Management
Massachusetts
$7K
APC
2147
Aspire Private Capital
North Carolina
$6K
CDIA
2148
Capital Directions Investment Advisors
Georgia
$6K
IHWM
2149
Iron Horse Wealth Management
Iowa
$6K
CTB
2150
Country Trust Bank
Illinois
$6K +$4.1K +19 +158%

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.