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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
LSAG
2201
Lake Street Advisors Group
New Hampshire
-$1.28M -5,617 Closed
BAS
2202
Brown Advisory Securities
Maryland
-$1.19M -5,386 Closed
CC
2203
Claybrook Capital
Massachusetts
-$1.09M -4,971 Closed
AWC
2204
Abundance Wealth Counselors
Pennsylvania
-$1.01M -4,585 Closed
LOAMS
2205
Lombard Odier Asset Management (Switzerland)
Switzerland
-$968K -4,401 Closed
SFA
2206
Sequoia Financial Advisors
Ohio
-$953K -4,334 Closed
DSAM
2207
Dock Street Asset Management
Florida
-$880K -4,000 Closed
UM
2208
Ulysses Management
New York
-$880K -4,000 Closed
GP
2209
Geneva Partners
Wisconsin
-$819K -3,725 Closed
PCM
2210
Prelude Capital Management
New York
-$769K -3,495 Closed
WCM
2211
Weld Capital Management
New York
-$757K -3,444 Closed
GCP
2212
GSA Capital Partners
United Kingdom
-$683K -3,106 Closed
FRM
2213
Fox Run Management
Connecticut
-$616K -2,800 Closed
PSP
2214
Principal Street Partners
Tennessee
-$606K -2,755 Closed
WFC
2215
Western Financial Corp
California
-$568K -2,584 Closed
ACM
2216
Ativo Capital Management
Illinois
-$543K -2,468 Closed
Verition Fund Management
2217
Verition Fund Management
Connecticut
-$501K -2,280 Closed
LAM
2218
LifePro Asset Management
California
-$481K -2,189 Closed
PWM
2219
PRW Wealth Management
Massachusetts
-$467K -2,123 Closed
JPG
2220
Jordan Park Group
California
-$436K -1,981 Closed
ARC
2221
Advisor Resource Council
Texas
-$425K -1,933 Closed
GF
2222
Gries Financial
Ohio
-$414K -1,903 Closed
GF
2223
Gabelli Funds
New York
-$383K -1,740 Closed
CCMINC
2224
Cardinal Capital Management Inc (North Carolina)
North Carolina
-$368K -1,674 Closed
BSSFA
2225
Baron Silver Stevens Financial Advisors
Florida
-$359K -1,632 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.