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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
SGCA
2251
Steel Grove Capital Advisors
Tennessee
-$222K -1,008 Closed
FWM
2252
FSA Wealth Management
Massachusetts
-$220K -1,000 Closed
LG
2253
LaFleur & Godfrey
Michigan
-$220K -1,000 Closed
RP
2254
Riverbridge Partners
Minnesota
-$220K -1,000 Closed
GIA
2255
GHP Investment Advisors
Colorado
-$220K -999 Closed
JIP
2256
JBJ Investment Partners
South Carolina
-$220K -999 Closed
MSR
2257
Main Street Research
Connecticut
-$219K -995 Closed
CIP
2258
Cornerstone Investment Partners
Georgia
-$217K -985 Closed
WDC
2259
Woodward Diversified Capital
California
-$215K -978 Closed
MFS
2260
Madrona Financial Services
Washington
-$213K -969 Closed
MIA
2261
MainStreet Investment Advisors
Illinois
-$213K -968 Closed
FTC
2262
Farmers Trust Company
Ohio
-$212K -966 Closed
MSU
2263
Mizuho Securities USA
New York
-$211K -958 Closed
GIM
2264
Guild Investment Management
California
-$210K -955 Closed
CPC
2265
Cookson Peirce & Co
Pennsylvania
-$210K -954 Closed
CP
2266
Camelot Portfolios
Ohio
-$209K -951 Closed
CW
2267
Connectus Wealth
Ohio
-$209K -951 Closed
OA
2268
Oxbow Advisors
Texas
-$208K -948 Closed
SGK
2269
Steigerwald Gordon & Koch
Virginia
-$208K -945 Closed
SICM
2270
Sustainable Insight Capital Management
New York
-$208K -944 Closed
CWM
2271
Cabot Wealth Management
Massachusetts
-$207K -942 Closed
LC
2272
Landaas & Company
Wisconsin
-$207K -942 Closed
VCS
2273
Vaughan & Co Securities
New Jersey
-$207K -940 Closed
FCFC
2274
First Commonwealth Financial Corp
Pennsylvania
-$206K -938 Closed
UWPG
2275
Ullmann Wealth Partners Group
Florida
-$206K -935 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.