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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
RBC
2451
Roble Belko & Company
Pennsylvania
$38K
TSWM
2452
Tyler-Stone Wealth Management
Ohio
$36K
AFS
2453
Annapolis Financial Services
Maryland
$34.6K
PWA
2454
Provenance Wealth Advisors
Florida
$34.2K
CA
2455
Centerpoint Advisors
Massachusetts
$34K +$35.6K +152 New
UFF
2456
USA Financial Formulas
Michigan
$33.9K -$134K -570 -79%
SCA
2457
Stuart Chaussee & Associates
California
$33.3K
KPP
2458
Kings Path Partners
Texas
$33.3K +$34.5K +147 New
MSWM
2459
Mowery & Schoenfeld Wealth Management
Illinois
$33K +$27.9K +119 +441%
GIS
2460
Grayhawk Investment Strategies
Alberta, Canada
$32.8K
RL
2461
Rogco LP
Oklahoma
$32.6K
CCMI
2462
Creative Capital Management Investments
California
$31.9K
TCM
2463
Tradewinds Capital Management
Washington
$31.7K
FC
2464
Fairscale Capital
New Hampshire
$31.4K +$30.2K +129 New
CAM
2465
Creekmur Asset Management
Illinois
$30.8K -$4.69K -20 -13%
FGAM
2466
Financial Gravity Asset Management
Texas
$30.3K +$27.2K +116 +644%
SVCP
2467
Silicon Valley Capital Partners
California
$29.1K +$469 +2 +2%
HFS
2468
HBC Financial Services
Washington
$29K +$234 +1 +0.8%
SIS
2469
Strategic Investment Solutions
Illinois
$28.4K +$27K +115 New
SC
2470
Stephens Consulting
Michigan
$28.3K -$19.2K -82 -40%
BIA
2471
Bell Investment Advisors
California
$28.3K -$703 -3 -2%
KLWA
2472
Kelly Lawrence W & Associates
California
$28.1K
TCM
2473
Tributary Capital Management
Nebraska
$27.8K
CC
2474
Cultivar Capital
Texas
$27.2K +$28.1K +120 New
PWMG
2475
Private Wealth Management Group
New Jersey
$26.7K -$15.9K -68 -37%

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.