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Union Pacific

2,561 hedge funds and large institutions have $110B invested in Union Pacific in 2024 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 1,021 increasing their positions, 986 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $731M

4% more repeat investments, than reductions

Existing positions increased: 1,021 | Existing positions reduced: 986

0.17% more ownership

Funds ownership: 79.51%79.68% (+0.17%)

9% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 156

2% less funds holding

Funds holding: 2,6132,561 (-52)

8% less capital invested

Capital invested by funds: $119B → $110B (-$9.03B)

22% less funds holding in top 10

Funds holding in top 10: 6349 (-14)

Holders
2,561
Holders Change
-52
Holders Change %
-1.99%
% of All Funds
36.99%
Holding in Top 10
49
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-22.22%
% of All Funds
0.71%
New
142
Increased
1,021
Reduced
986
Closed
156
Calls
$1.11B
Puts
$731M
Net Calls
+$382M
Net Calls Change
-$87.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2176
PCG Wealth Advisors
Kansas
$260K
PCM
2177
Prelude Capital Management
New York
$260K -$142K -605 -34%
HCM
2178
Heathbridge Capital Management
Ontario, Canada
$260K
JWM
2179
Janiczek Wealth Management
Colorado
$260K +$233K +993 +641%
FC
2180
Forte Capital
New York
$260K -$52K -222 -16%
MCM
2181
Morton Capital Management
California
$259K
WFMPM
2182
Woodley Farra Manion Portfolio Management
Indiana
$259K
MYIA
2183
Mount Yale Investment Advisors
Colorado
$259K -$469 -2 -0.2%
RWA
2184
Redhawk Wealth Advisors
Minnesota
$259K +$469 +2 +0.2%
LWL
2185
Leo Wealth LLC
Texas
$259K -$102K -434 -27%
WCM
2186
Windsor Capital Management
Arizona
$257K
OIC
2187
Orion Investment Company
Missouri
$257K +$266K +1,136 New
WCF
2188
West Coast Financial
California
$257K
M1FG
2189
Mach-1 Financial Group
Arkansas
$256K -$7.26K -31 -3%
OCBCO
2190
Oversea-Chinese Banking Corp (OCBC)
Singapore
$255K +$265K +1,129 New
RSS
2191
Rosenblum Silverman Sutton
California
$255K
IFA
2192
Index Fund Advisors
California
$255K +$2.81K +12 +1%
PSP
2193
Principal Street Partners
Tennessee
$253K -$234 -1 -0.1%
CTC
2194
Cetera Trust Company
Minnesota
$253K
TFF
2195
The Family Firm
Maryland
$253K +$2.11K +9 +0.8%
C
2196
Certuity
Florida
$253K -$30.2K -129 -10%
CA
2197
Cortland Associates
Missouri
$251K -$3.52K -15 -1%
ICP
2198
Interchange Capital Partners
Pennsylvania
$250K +$259K +1,106 New
APWM
2199
Argonautica Private Wealth Management
Massachusetts
$250K +$42.9K +183 +20%
WA
2200
Wambolt & Associates
Colorado
$249K -$35.6K -152 -12%

UNP Hedge Fund Activity: Q2 2024 in Review

2,561 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2024, worth a combined $110B — down 7.6% from $119B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of UNP and 142 opened new positions — a net loss of 14 holders — while 986 trimmed existing stakes and 1,021 added.

The largest buyer was Marshall Wace, adding an estimated $288M. The largest seller was Principal Financial Group, cutting an estimated $417M.

  • 2,561 institutional investors held Union Pacific (UNP) as of Q2 2024, down from 2,613 in Q1 2024.
  • Funds reported $110B of Union Pacific stock for Q2 2024, down 7.6% quarter-over-quarter.
  • 142 funds opened new Union Pacific positions in Q2 2024 and 156 closed out, a net change of -14 holders.
  • The largest Union Pacific buyer in Q2 2024 was Marshall Wace, an estimated $288M added.
  • The largest Union Pacific seller in Q2 2024 was Principal Financial Group, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2024.