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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
LS
2151
Leelyn Smith
Illinois
$6K +$6.48K +30 New
MUMSS
2152
Mitsubishi UFJ Morgan Stanley Securities
Japan
$6K +$6.48K +30 New
FEG
2153
Financial Enhancement Group
Indiana
$5K -$864 -4 -13%
CFA
2154
Cahill Financial Advisors
Minnesota
$5K +$5.18K +24 New
JWM
2155
Janiczek Wealth Management
Colorado
$4K -$2.16K -10 -36%
JPLA
2156
Joseph P. Lucia & Associates
New York
$4K
OAJ
2157
Ogorek Anthony Joseph
New York
$4K
SCA
2158
Stuart Chaussee & Associates
California
$4K
BMD
2159
Better Money Decisions
New Mexico
$3K -$24.8K -115 -88%
RG
2160
Retirement Group
California
$3K
CI
2161
Cordant Inc
Oregon
$3K +$2.81K +13 New
RTL
2162
Red Tortoise LLC
Georgia
$3K +$3.02K +14 New
FCA
2163
FinTrust Capital Advisors
South Carolina
$2K
LIM
2164
Longfellow Investment Management
Massachusetts
$2K
PG
2165
Proffitt & Goodson
Tennessee
$2K
TFA
2166
Transamerica Financial Advisors
Florida
$1K
AWM
2167
Activest Wealth Management
Florida
$1K +$432 +2 New
PA
2168
PSI Advisors
Florida
$1K +$864 +4 New
GPA
2169
Guidance Point Advisors
Massachusetts
$1K +$2.16K +10 New
WIM
2170
Westside Investment Management
California
$56
SGA
2171
Sustainable Growth Advisers
Connecticut
-$312M -1,417,491 Closed
ASC
2172
Atalanta Sosnoff Capital
New York
-$58.3M -265,019 Closed
SGM
2173
Skye Global Management
Florida
-$53.2M -242,000 Closed
PC
2174
PointState Capital
New York
-$52.3M -238,011 Closed
PP
2175
Prudential plc
United Kingdom
-$20.8M -94,372 Closed

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.