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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
AWG
1051
Altus Wealth Group
Colorado
$1.86M -$4.1K -18 -0.2%
PFSC
1052
Peoples Financial Services Corp
Pennsylvania
$1.84M
AL
1053
Aspiriant LLC
California
$1.84M -$15.2K -67 -0.8%
PTC
1054
Philadelphia Trust Company
Pennsylvania
$1.84M -$45.5K -200 -2%
CDH
1055
Charles D. Hyman
$1.83M
RWA
1056
Ropes Wealth Advisors
Massachusetts
$1.83M -$11.1K -49 -0.6%
DF
1057
Donoghue Forlines
Massachusetts
$1.81M -$1.09M -4,774 -36%
MIP
1058
Marietta Investment Partners
Wisconsin
$1.81M -$92.2K -405 -5%
JIP
1059
Jaffetilchin Investment Partners
Florida
$1.8M -$11.1K -49 -0.6%
NME
1060
Notis-McConarty Edward
$1.8M
HCA
1061
Harbour Capital Advisors
Virginia
$1.8M +$15.9K +70 +0.8%
BWM
1062
Baystate Wealth Management
Massachusetts
$1.8M +$174K +766 +10%
CFCI
1063
Comprehensive Financial Consultants Institutional
Indiana
$1.79M +$11.6K +51 +0.6%
NAMA
1064
Nikko Asset Management Americas
New York
$1.79M +$743K +3,267 +63%
VA
1065
Valmark Advisers
Ohio
$1.78M +$225K +990 +13%
BSW
1066
Buckingham Strategic Wealth
Missouri
$1.78M +$58.5K +257 +3%
GPA
1067
Garrison Point Advisors
California
$1.77M
RWM
1068
Ritholtz Wealth Management
New York
$1.77M +$54.2K +238 +3%
MPPLM
1069
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.77M +$63.5K +279 +3%
SP
1070
Symmetry Partners
Connecticut
$1.77M
AT
1071
Arden Trust
Delaware
$1.77M -$333K -1,465 -15%
FMWA
1072
Forvis Mazars Wealth Advisors
Missouri
$1.77M +$65.1K +286 +4%
EH
1073
Equitable Holdings
New York
$1.77M +$205K +901 +12%
LAIC
1074
Lederer & Associates Investment Counsel
California
$1.76M -$274K -1,205 -13%
MBTD
1075
Mechanics Bank - Trust Department
California
$1.76M +$167K +735 +10%

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.