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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
SRCM
2376
Signature Resources Capital Management
California
$122K +$123K +526 +4,782%
BWL
2377
Bogart Wealth LLC
Virginia
$120K +$234 +1 +0.2%
JWM
2378
Jupiter Wealth Management
Colorado
$118K
CAL
2379
Capital Analysts LLC
Pennsylvania
$118K -$12.4K -53 -9%
CA
2380
Continuum Advisory
Idaho
$116K +$5.16K +22 +4%
PCFFS
2381
Pacific Center for Financial Services
California
$115K
WFS
2382
Widmann Financial Services
Maryland
$113K +$117K +500 New
JGIA
2383
Jackson Grant Investment Advisers
Connecticut
$113K +$703 +3 +0.6%
EL
2384
EMFO LLC
Florida
$112K
MCM
2385
MV Capital Management
Maryland
$110K -$2.81K -12 -2%
OW
2386
Olistico Wealth
Oklahoma
$106K +$110K +470 New
TFM
2387
TFC Financial Management
Massachusetts
$102K -$11.5K -49 -10%
BSB
2388
Bangor Savings Bank
Maine
$99.8K -$4.69K -20 -4%
LTI
2389
Laffer Tengler Investments
Tennessee
$99.1K
SIS
2390
Sound Income Strategies
Florida
$98.1K -$40.3K -172 -28%
FP
2391
Financial Perspectives
Minnesota
$96.5K +$234 +1 +0.2%
TLCM
2392
Twin Lakes Capital Management
California
$95.9K
CTWM
2393
Cherry Tree Wealth Management
Minnesota
$93.3K +$3.52K +15 +4%
AAP
2394
Arax Advisory Partners
Colorado
$91.1K +$68.4K +292 +263%
GI
2395
Gradient Investments
Minnesota
$90.3K +$30.9K +132 +49%
JFA
2396
JNBA Financial Advisors
Minnesota
$90.1K -$48.7K -208 -34%
GJIA
2397
Glass Jacobson Investment Advisors
Maryland
$89.6K -$39.1K -167 -30%
CAS
2398
Coppell Advisory Solutions
Texas
$89.2K +$92.3K +394 New
SL
2399
Salomon & Ludwin
Virginia
$84.2K -$60.9K -260 -41%
MB
2400
Mizuho Bank
Japan
$83.7K +$86.7K +370 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.