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Union Pacific

2,194 hedge funds and large institutions have $112B invested in Union Pacific in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 950 increasing their positions, 749 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 950 | Existing positions reduced: 749

26% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.4B

0% less funds holding

Funds holding: 2,1972,194 (-3)

0.87% less ownership

Funds ownership: 77.71%76.84% (-0.87%)

3% less capital invested

Capital invested by funds: $115B → $112B (-$3.21B)

28% less funds holding in top 10

Funds holding in top 10: 8662 (-24)

Holders
2,194
Holders Change
-3
Holders Change %
-0.14%
% of All Funds
38.18%
Holding in Top 10
62
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-27.91%
% of All Funds
1.08%
New
122
Increased
950
Reduced
749
Closed
96
Calls
$1.76B
Puts
$1.4B
Net Calls
+$363M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.1B -$53.7M -240,944 -0.4%
BlackRock
2
BlackRock
New York
$9.85B -$446M -2,001,801 -4%
State Street
3
State Street
Massachusetts
$6.08B -$80.3M -360,702 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.87B -$483M -2,168,137 -11%
Bank of America
5
Bank of America
North Carolina
$2.99B -$178M -797,860 -6%
Ameriprise
6
Ameriprise
Minnesota
$2.41B -$3.34M -14,988 -0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.22B +$36.6M +164,493 +2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.19B -$92.6M -415,693 -4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.11B -$85M -381,694 -4%
N
10
Nuveen
North Carolina
$1.89B +$209M +937,191 +12%
Northern Trust
11
Northern Trust
Illinois
$1.67B -$28.3M -127,115 -2%
Capital International Investors
12
Capital International Investors
California
$1.56B +$67.4M +302,550 +4%
Capital World Investors
13
Capital World Investors
California
$1.54B -$30.5M -136,987 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.45B -$182M -815,788 -11%
Deutsche Bank
15
Deutsche Bank
Germany
$1.43B +$5.47M +24,544 +0.4%
Norges Bank
16
Norges Bank
Norway
$1.38B -$105M -470,666 -7%
TCI Fund Management
17
TCI Fund Management
United Kingdom
$1.26B -$65.8M -295,329 -5%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.2B +$35.5M +159,522 +3%
Wells Fargo
19
Wells Fargo
California
$1.19B -$53.9M -241,967 -4%
Morgan Stanley
20
Morgan Stanley
New York
$1.13B +$7.17M +32,190 +0.6%
Fisher Asset Management
21
Fisher Asset Management
Washington
$1.02B +$35.1M +157,565 +4%
Jennison Associates
22
Jennison Associates
New York
$977M -$258M -1,157,504 -21%
JP Morgan Chase
23
JP Morgan Chase
New York
$976M -$35.7M -160,310 -3%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$970M -$294M -1,318,578 -23%
Franklin Resources
25
Franklin Resources
California
$909M -$430M -1,929,326 -32%

UNP Hedge Fund Activity: Q2 2021 in Review

2,194 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2021, worth a combined $112B — down 2.8% from $115B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new UNP positions and 96 closed out — a net gain of 26 holders — while 950 added to existing stakes and 749 trimmed.

The largest buyer was Macquarie Group, adding an estimated $349M. The largest seller was Wellington Management Group, cutting an estimated $483M.

  • 2,194 institutional investors held Union Pacific (UNP) as of Q2 2021, down from 2,197 in Q1 2021.
  • Funds reported $112B of Union Pacific stock for Q2 2021, down 2.8% quarter-over-quarter.
  • 122 funds opened new Union Pacific positions in Q2 2021 and 96 closed out, a net change of +26 holders.
  • The largest Union Pacific buyer in Q2 2021 was Macquarie Group, an estimated $349M added.
  • The largest Union Pacific seller in Q2 2021 was Wellington Management Group, an estimated $483M sold.

Based on aggregated 13F filings for Q2 2021.