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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
PAG
2251
Powers Advisory Group
Illinois
$226K +$235K +1,001 New
LG
2252
LaFleur & Godfrey
Michigan
$226K
MFC
2253
Mechanics Financial Corp
Ohio
$226K
PPW
2254
Pasadena Private Wealth
California
$226K
FCA
2255
Fortis Capital Advisors
Kansas
$226K +$19K +81 +9%
WB
2256
West Bancorporation
Iowa
$225K -$1.64K -7 -0.7%
GI
2257
GAMCO Investors
Connecticut
$224K -$56.7K -242 -20%
NPT
2258
Nixon Peabody Trust
Massachusetts
$224K -$42.7K -182 -16%
PMG
2259
Private Management Group
California
$223K +$19.7K +84 +9%
FAG
2260
Fortitude Advisory Group
Washington
$223K +$469 +2 +0.2%
SGK
2261
Steigerwald Gordon & Koch
Virginia
$223K -$17.6K -75 -7%
BWP
2262
Balboa Wealth Partners
Arizona
$223K +$231K +985 New
GAM
2263
Gemmer Asset Management
California
$222K +$230K +983 New
ST
2264
Somerset Trust
Pennsylvania
$222K +$8.67K +37 +4%
AT
2265
Avalon Trust
New Mexico
$222K -$5.63K -24 -2%
CMA
2266
Cedar Mountain Advisors
Oregon
$222K
WDL
2267
Well Done LLC
Michigan
$221K -$32.8K -140 -13%
Members Trust
2268
Members Trust
Florida
$221K -$4.22K -18 -2%
SWMG
2269
Sanchez Wealth Management Group
Florida
$221K
SFS
2270
Summit Financial Strategies
Ohio
$221K +$5.63K +24 +3%
POIA
2271
Pin Oak Investment Advisors
Texas
$221K
AWM
2272
Accel Wealth Management
Iowa
$221K +$10.1K +43 +5%
WA
2273
Wealth Architects
California
$219K -$3.98K -17 -2%
MCM
2274
Monument Capital Management
Virginia
$219K -$51.3K -219 -18%
SFC
2275
SYM Financial Corp
Indiana
$218K +$226K +965 New

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.