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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
CWA
2251
Clarus Wealth Advisors
Arizona
-$375K -1,678 Closed
HAIM
2252
Hunter Associates Investment Management
Pennsylvania
-$327K -1,485 Closed
LP
2253
LMR Partners
United Kingdom
-$316K -1,434 Closed
ACP
2254
Arcus Capital Partners
Georgia
-$311K -1,410 Closed
VC
2255
Vicus Capital
Pennsylvania
-$282K -1,280 Closed
NPT
2256
Nixon Peabody Trust
Massachusetts
-$267K -1,212 Closed
MCC
2257
Malaga Cove Capital
California
-$265K -1,200 Closed
TGAM
2258
TBH Global Asset Management
Tennessee
-$249K -1,129 Closed
IA
2259
Inspire Advisors
Idaho
-$249K -1,128 Closed
NCM
2260
Novare Capital Management
North Carolina
-$244K -1,109 Closed
LOAME
2261
Lombard Odier Asset Management (Europe)
United Kingdom
-$241K -1,095 Closed
TF
2262
TRH Financial
Iowa
-$241K -1,091 Closed
GI
2263
GAMCO Investors
Connecticut
-$237K -1,076 Closed
KM
2264
Kalos Management
Georgia
-$239K -1,061 Closed
CA
2265
Capital Advantage
California
-$233K -1,059 Closed
IP
2266
Innovative Portfolios
Indiana
-$233K -1,059 Closed
FRA
2267
Frank Rimerman Advisors
California
-$227K -1,028 Closed
SAM
2268
Security Asset Management
New York
-$226K -1,025 Closed
HCM
2269
Hilton Capital Management
New York
-$225K -1,019 Closed
PGA
2270
Portland Global Advisors
Maine
-$210K -955 Closed
DA
2271
Dillon & Associates
Michigan
-$209K -948 Closed
CGA
2272
Crescent Grove Advisors
Illinois
-$205K -930 Closed
ST
2273
Sageworth Trust
Pennsylvania
-$188K -853 Closed
HI
2274
Human Investing
Oregon
-$120K -545 Closed
FC
2275
FORA Capital
Florida
-$97K -439 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.