We are live on ! Find out more
UNP icon

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
PCA
2226
Pallas Capital Advisors
Massachusetts
-$353K -1,623 Closed
DR
2227
Davis Rea
Ontario, Canada
-$338K -1,535 Closed
NAG
2228
Northstar Advisory Group
New Jersey
-$336K -1,526 Closed
SSG
2229
Summit Securities Group
New York
-$333K -1,512 Closed
HR
2230
Hayden Royal
North Carolina
-$332K -1,508 Closed
PCIA
2231
Prime Capital Investment Advisors
Kansas
-$293K -1,333 Closed
JF
2232
Jump Financial
Illinois
-$292K -1,327 Closed
TCM
2233
Tuttle Capital Management
Connecticut
-$289K -1,313 Closed
CL
2234
CPWM LLC
Washington
-$289K -1,312 Closed
CHA
2235
Cooper/Haims Advisors
New York
-$280K -1,273 Closed
HFS
2236
Howard Financial Services
Texas
-$280K -1,272 Closed
WW
2237
Westshore Wealth
California
-$267K -1,214 Closed
CC
2238
Capital Counsel
New York
-$262K -1,190 Closed
CWS
2239
Cypress Wealth Services
California
-$260K -1,180 Closed
AA
2240
Alesco Advisors
New York
-$255K -1,161 Closed
SAF
2241
Smith Anglin Financial
Texas
-$252K -1,147 Closed
Q
2242
QVR
California
-$244K -1,130 Closed
TPWA
2243
TRUE Private Wealth Advisors
Oregon
-$240K -1,087 Closed
GWM
2244
GSB Wealth Management
Connecticut
-$225K -1,023 Closed
WIA
2245
Westbourne Investment Advisors
Maryland
-$225K -1,023 Closed
BRM
2246
Boston Research & Management
Massachusetts
-$224K -1,020 Closed
LDB
2247
Lee, Danner & Bass
Tennessee
-$223K -1,016 Closed
HWM
2248
Hohimer Wealth Management
Washington
-$223K -1,015 Closed
NIM
2249
NuWave Investment Management
New Jersey
-$223K -1,012 Closed
PCMC
2250
Private Capital Management (Colorado)
Colorado
-$222K -1,008 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.