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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
CWM
2276
CCG Wealth Management
California
-$205K -934 Closed
ICP
2277
Interchange Capital Partners
Pennsylvania
-$205K -933 Closed
GCA
2278
Greenwood Capital Associates
South Carolina
-$203K -922 Closed
SWIG
2279
Strategic Wealth Investment Group
Kentucky
-$203K -922 Closed
BWP
2280
Bernardo Wealth Planning
Pennsylvania
-$201K -916 Closed
VWM
2281
Valley Wealth Managers
New Jersey
-$200K -909 Closed
CSPIA
2282
Cary Street Partners Investment Advisory
Virginia
-$173K -785 Closed
PGWM
2283
Parisi Gray Wealth Management
New Jersey
-$79K -361 Closed
TI
2284
tru Independence
Oregon
-$66K -304 Closed
SL
2285
Savior LLC
Massachusetts
-$49K -225 Closed
M1FG
2286
Mach-1 Financial Group
Arkansas
-$21K -100 Closed
WWMSC
2287
Wagner Wealth Management (South Carolina)
South Carolina
-$15K -67 Closed
PWS
2288
Paragon Wealth Strategies
Florida
-$9K -42 Closed
PWP
2289
Personal Wealth Partners
Minnesota
-$9K -42 Closed
RDWM
2290
Red Door Wealth Management
Tennessee
-$8K -38 Closed
SIAP
2291
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$5K -25 Closed
HF
2292
Halpern Financial
Virginia
-$2.16K -10 Closed
AIA
2293
Arcadia Investment Advisors
Idaho
-$1.1K -5 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.