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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
KLWA
2151
Kelly Lawrence W & Associates
California
$27K
RCC
2152
Red Cedar Capital
Nebraska
$26K
RIM
2153
Rockbridge Investment Management
New York
$26K
HWMA
2154
Heritage Wealth Management (Arizona)
Arizona
$23K +$23.6K +106 New
CWA
2155
Clearview Wealth Advisors
Oregon
$22K
DI
2156
Disciplined Investments
Oklahoma
$22K +$22.3K +100 New
M1FG
2157
Mach-1 Financial Group
Arkansas
$21K
RBC
2158
Roble Belko & Company
Pennsylvania
$21K
LPWM
2159
Lake Point Wealth Management
Texas
$18K +$18.3K +82 New
CCM
2160
Cribstone Capital Management
Maine
$16K
LD
2161
Lipe & Dalton
New York
$16K
IF
2162
Ironwood Financial
Arizona
$15K -$7.13K -32 -33%
BCM
2163
Bourgeon Capital Management
Connecticut
$15K
WWMSC
2164
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$10K +45 +205%
GWMIA
2165
Global Wealth Management Investment Advisory
Florida
$13K
YAL
2166
Your Advocates Ltd
Texas
$13K
H
2167
HoyleCohen
California
$11.7K -$41.4K -186 -0.3%
WIA
2168
Wealthstreet Investment Advisors
Texas
$11K -$1.18M -5,290 -99%
FRA
2169
Front Row Advisors
California
$9K
TCM
2170
TD Capital Management
Tennessee
$9K
PWS
2171
Paragon Wealth Strategies
Florida
$9K +$9.35K +42 New
PWP
2172
Personal Wealth Partners
Minnesota
$9K +$9.35K +42 New
ETI
2173
Enterprise Trust & Investment
California
$8K
EIM
2174
Essex Investment Management
Massachusetts
$8K
RDWM
2175
Red Door Wealth Management
Tennessee
$8K +$8.46K +38 New

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.