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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
EFM
2301
E Fund Management
China
$209K
PEA
2302
Park Edge Advisors
Ohio
$208K
IWP
2303
Invenio Wealth Partners
Florida
$208K -$469 -2 -0.2%
OCM
2304
One Capital Management
California
$208K +$216K +921 New
BA
2305
Ballast Advisors
Minnesota
$208K -$234 -1 -0.1%
TW
2306
Transform Wealth
Colorado
$207K -$1.17K -5 -0.5%
BL
2307
Balentine LLC
Georgia
$207K -$2.05M -8,743 -91%
FDS
2308
Freedom Day Solutions
Texas
$207K
SVWG
2309
Shared Vision Wealth Group
United States
$207K +$214K +915 New
HA
2310
Hofer & Associates
California
$207K +$234 +1 +0.1%
USWIA
2311
UP Strategic Wealth Investment Advisors
Pennsylvania
$206K
PCH
2312
PGIM Custom Harvest
New Jersey
$206K +$213K +909 New
TWP
2313
Triad Wealth Partners
Kansas
$205K +$213K +907 New
MWM
2314
MBE Wealth Management
Wisconsin
$205K +$5.63K +24 +3%
JSAM
2315
J. Safra Asset Management
New York
$205K +$38.9K +166 +22%
PPG
2316
Peak Planning Group
Colorado
$204K +$211K +901 New
WC
2317
Wynn Capital
Georgia
$204K +$2.81K +12 +1%
HCA
2318
Hyperion Capital Advisors
New York
$204K
JE
2319
JMAC Enterprises
Pennsylvania
$204K
KA
2320
Kearns & Associates
California
$204K
3IP
2321
3Chopt Investment Partners
Virginia
$203K +$210K +898 New
DA
2322
Dillon & Associates
Michigan
$203K
SWG
2323
Summit Wealth Group
Vermont
$203K +$211K +899 New
BAM
2324
BOS Asset Management
Illinois
$203K -$24.4K -104 -10%
GKIM
2325
GW&K Investment Management
Massachusetts
$202K +$7.73K +33 +4%

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.