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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
YIA
526
YHB Investment Advisors
Connecticut
$8.59M +$95.6K +420 +1%
LWM
527
Lyell Wealth Management
California
$8.58M -$116K -509 -1%
HHAA
528
Henry H. Armstrong Associates
Pennsylvania
$8.58M +$102K +449 +1%
NFGCM
529
Norman Fields Gottscho Capital Management
New York
$8.57M -$30.7K -135 -0.3%
PJSIMP
530
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.54M +$496K +2,180 +6%
SDIC
531
South Dakota Investment Council
South Dakota
$8.53M -$131K -574 -1%
ECG
532
Edge Capital Group
Georgia
$8.53M +$600K +2,635 +7%
TAM
533
Tocqueville Asset Management
New York
$8.52M +$11.6K +51 +0.1%
SAM
534
Socorro Asset Management
Texas
$8.44M -$422K -1,853 -4%
FCMC
535
Founders Capital Management (Connecticut)
Connecticut
$8.43M +$23.9K +105 +0.3%
AWM
536
Avior Wealth Management
Nebraska
$8.4M +$425K +1,869 +5%
IIM
537
Ipswich Investment Management
Massachusetts
$8.38M -$61K -268 -0.7%
M
538
Mirova
France
$8.38M +$1.74M +7,668 +24%
CGH
539
Crossmark Global Holdings
Texas
$8.35M +$672K +2,954 +8%
TWM
540
TLW Wealth Management
Florida
$8.35M -$324K -1,423 -4%
QI
541
QV Investors
Alberta, Canada
$8.16M -$1.88M -8,260 -18%
WCM
542
Wedge Capital Management
North Carolina
$8.14M +$445K +1,957 +5%
EGA
543
Eagle Global Advisors
Texas
$8.11M -$22.8K -100 -0.3%
M
544
MOTCO
Texas
$8.11M +$68.5K +301 +0.8%
ANBT
545
American National Bank & Trust
Texas
$8.06M +$70.3K +309 +0.8%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$8.05M +$141K +620 +2%
BP
547
Broadleaf Partners
Ohio
$8.03M +$196K +861 +2%
WAM
548
Werlinich Asset Management
Connecticut
$7.98M -$62.6K -275 -0.7%
MLICM
549
Metropolitan Life Insurance Company (MetLife)
New York
$7.95M -$335K -1,471 -4%
RB
550
Rodgers Brothers
Pennsylvania
$7.92M

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.