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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
APC
2176
Aspire Private Capital
North Carolina
$7K
FEG
2177
Financial Enhancement Group
Indiana
$7K
IHWM
2178
Iron Horse Wealth Management
Iowa
$7K
CDIA
2179
Capital Directions Investment Advisors
Georgia
$7K +$6.9K +31 New
HH
2180
HWG Holdings
Texas
$7K +$7.57K +34 New
JWM
2181
Janiczek Wealth Management
Colorado
$6K +$1.11K +5 +22%
OAJ
2182
Ogorek Anthony Joseph
New York
$5K
SIAP
2183
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
SCA
2184
Stuart Chaussee & Associates
California
$4K -$5.34K -24 -56%
JPLA
2185
Joseph P. Lucia & Associates
New York
$4K
MF
2186
Magnetar Financial
Illinois
$3.17K +$3.2M +14,393 New
LIM
2187
Longfellow Investment Management
Massachusetts
$3K -$1.19M -5,336 -100%
CTB
2188
Country Trust Bank
Illinois
$3K
RG
2189
Retirement Group
California
$3K
HF
2190
Halpern Financial
Virginia
$2.2K
TAIM
2191
TD Ameritrade Investment Management
Nebraska
$2K -$383K -1,718 -100%
FCA
2192
FinTrust Capital Advisors
South Carolina
$2K -$41.6K -187 -96%
FI
2193
FormulaFolio Investments
Michigan
$2K
PG
2194
Proffitt & Goodson
Tennessee
$2K
AIA
2195
Arcadia Investment Advisors
Idaho
$1.1K +$1.11K +5 New
TFA
2196
Transamerica Financial Advisors
Florida
$1K
WA
2197
Waddell & Associates
Tennessee
$412 +$417K +1,874 New
MA
2198
MBA Advisors
Pennsylvania
$396 -$445 -2 -0.1%
WIM
2199
Westside Investment Management
California
$63
N
2200
Natixis
France
-$262M -1,187,501 Closed

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.