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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
TCG
2426
Transcendent Capital Group
Oklahoma
$56.8K
WOSD
2427
WFA of San Diego
California
$56.6K +$58.6K +250 New
AFIA
2428
America First Investment Advisors
Nebraska
$56.4K
AIM
2429
Arcadia Investment Management
Michigan
$55.7K
RTC
2430
Riverview Trust Company
Washington
$54.5K -$189K -808 -77%
PCA
2431
Providence Capital Advisors
North Carolina
$54.3K
CTB
2432
Country Trust Bank
Illinois
$54.3K +$11.7K +50 +26%
WWP
2433
WR Wealth Planners
Missouri
$53.9K -$67K -286 -55%
SWM
2434
Sugarloaf Wealth Management
Georgia
$52.9K
CP
2435
Camelot Portfolios
Ohio
$52K +$53.9K +230 New
1IA
2436
1620 Investment Advisors
Massachusetts
$50.2K +$52K +222 New
HCM
2437
Hollencrest Capital Management
California
$49.6K
CCC
2438
Chelsea Counsel Company
California
$47.5K
CFS
2439
CGC Financial Services
Oregon
$46.2K
IWP
2440
IAG Wealth Partners
Wisconsin
$45.3K
RA
2441
Rational Advisors
New York
$43.4K -$2.34K -10 -5%
BLC
2442
Brown, Lisle/Cummings
Rhode Island
$43.4K
MWA
2443
MFA Wealth Advisors
Pennsylvania
$42.5K +$44.1K +188 New
HGA
2444
Hobbs Group Advisors
South Carolina
$41.6K +$43.1K +184 New
FNWA
2445
Financial Network Wealth Advisors
Utah
$41K +$42.4K +181 New
FFO
2446
Fortitude Family Office
Arizona
$41K
OC
2447
Oakmont Corp
California
$40.7K
AWM
2448
Abound Wealth Management
Tennessee
$38.8K -$25.8K -110 -39%
IGWM
2449
ICA Group Wealth Management
Colorado
$38.7K -$366K -1,562 -90%
VWA
2450
Valued Wealth Advisors
Utah
$38.3K -$4.22K -18 -10%

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.