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Union Pacific

2,359 hedge funds and large institutions have $104B invested in Union Pacific in 2022 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 930 increasing their positions, 937 reducing their positions, and 202 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $1.53B | Put options by funds: $1.5B

0.71% less ownership

Funds ownership: 78.75%78.04% (-0.71%)

1% less repeat investments, than reductions

Existing positions increased: 930 | Existing positions reduced: 937

5% less funds holding

Funds holding: 2,4832,359 (-124)

23% less capital invested

Capital invested by funds: $134B → $104B (-$30.3B)

30% less funds holding in top 10

Funds holding in top 10: 11983 (-36)

43% less first-time investments, than exits

New positions opened: 115 | Existing positions closed: 202

Holders
2,359
Holders Change
-124
Holders Change %
-4.99%
% of All Funds
39.73%
Holding in Top 10
83
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-30.25%
% of All Funds
1.4%
New
115
Increased
930
Reduced
937
Closed
202
Calls
$1.53B
Puts
$1.5B
Net Calls
+$30.6M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
501
Taurus Asset Management
New York
$9.44M -$8.49M -37,327 -46%
JCM
502
Jag Capital Management
Missouri
$9.37M +$10M +43,946 New
RIL
503
Rothschild Investment LLC
Illinois
$9.32M +$10.2K +45 +0.1%
MYAM
504
Meiji Yasuda Asset Management
Japan
$9.3M -$701K -3,081 -7%
DY
505
Dowling & Yahnke
California
$9.26M -$89.9K -395 -0.9%
HWM
506
HFR Wealth Management
New York
$9.25M -$448K -1,971 -4%
SIG
507
Stonegate Investment Group
Alabama
$9.22M +$319K +1,400 +3%
BPA
508
Beacon Pointe Advisors
California
$9.2M +$385K +1,691 +4%
SWM
509
Segment Wealth Management
Texas
$9.19M +$620K +2,725 +7%
IAA
510
Independent Advisor Alliance
North Carolina
$9.08M -$48K -211 -0.5%
CCM
511
Copeland Capital Management
Pennsylvania
$9.07M -$484K -2,128 -5%
NEI
512
Northwest & Ethical Investments
Ontario, Canada
$8.97M +$1.26M +5,555 +15%
KIA
513
KCM Investment Advisors
California
$8.97M -$81.5K -358 -0.8%
MPM
514
Meritage Portfolio Management
Kansas
$8.94M -$448K -1,971 -4%
ACM
515
Ashford Capital Management
Delaware
$8.9M
CC
516
Cannell & Co
New York
$8.88M -$187K -822 -2%
ACA
517
Aptus Capital Advisors
Alabama
$8.85M +$1.72M +7,547 +22%
SI
518
Symmetry Investments
Jersey
$8.83M +$6.23M +27,366 +195%
AAS
519
Annex Advisory Services
Wisconsin
$8.81M +$361K +1,587 +4%
WorldQuant Millennium Advisors
520
WorldQuant Millennium Advisors
New York
$8.76M +$3.14M +13,780 +50%
CAM
521
Congress Asset Management
Massachusetts
$8.75M -$2.63M -11,580 -22%
AAM
522
Advisors Asset Management
Colorado
$8.72M +$321K +1,412 +4%
PCA
523
Private Capital Advisors
Connecticut
$8.72M
WTB
524
Washington Trust Bank
Washington
$8.71M -$54.4K -239 -0.6%
LSERS
525
Louisiana State Employees Retirement System
Louisiana
$8.63M -$91K -400 -1%

UNP Hedge Fund Activity: Q2 2022 in Review

2,359 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2022, worth a combined $104B — down 23% from $134B a quarter earlier.

Sellers outnumbered buyers: 202 funds closed out of UNP and 115 opened new positions — a net loss of 87 holders — while 937 trimmed existing stakes and 930 added.

The largest buyer was Lazard Asset Management, adding an estimated $641M. The largest seller was DZ Bank, cutting an estimated $661M.

  • 2,359 institutional investors held Union Pacific (UNP) as of Q2 2022, down from 2,483 in Q1 2022.
  • Funds reported $104B of Union Pacific stock for Q2 2022, down 23% quarter-over-quarter.
  • 115 funds opened new Union Pacific positions in Q2 2022 and 202 closed out, a net change of -87 holders.
  • The largest Union Pacific buyer in Q2 2022 was Lazard Asset Management, an estimated $641M added.
  • The largest Union Pacific seller in Q2 2022 was DZ Bank, an estimated $661M sold.

Based on aggregated 13F filings for Q2 2022.