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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
OF
1126
Outfitter Financial
Maine
$1.58M +$36.4K +160 +2%
CWM
1127
Congress Wealth Management
Massachusetts
$1.58M +$38.9K +171 +2%
BFO
1128
Biltmore Family Office
North Carolina
$1.57M
MC
1129
Mathes Company
New York
$1.57M +$1.68M +7,371 New
FWP
1130
FAS Wealth Partners
Kansas
$1.57M +$838K +3,682 +100%
AC
1131
Asio Capital
Kentucky
$1.56M +$58.7K +258 +4%
BP
1132
Ballentine Partners
Massachusetts
$1.56M -$11.8K -52 -0.7%
ECM
1133
Evergreen Capital Management
Washington
$1.55M -$119K -522 -7%
GAM
1134
Grandview Asset Management
Pennsylvania
$1.54M -$94.7K -416 -5%
GAG
1135
GM Advisory Group
New York
$1.54M
BSI
1136
Bennett Selby Investments
Maine
$1.54M +$50.5K +222 +3%
WMA
1137
West Michigan Advisors
Michigan
$1.54M +$155K +680 +10%
WWM
1138
Westwood Wealth Management
California
$1.53M -$757K -3,325 -32%
LBC
1139
Lowe Brockenbrough & Co
Virginia
$1.53M +$18.2K +80 +1%
LWMM
1140
Legacy Wealth Management (Mississippi)
Mississippi
$1.53M
CWM
1141
Centric Wealth Management
Illinois
$1.52M +$44.1K +194 +3%
MLL
1142
Moody Lynn & Lieberson
Massachusetts
$1.52M -$9.16M -40,273 -85%
LWM
1143
Loveless Wealth Management
Montana
$1.52M +$1.59K +7 +0.1%
OIA
1144
Optimum Investment Advisors
Illinois
$1.52M
CL
1145
CIM LLC
New York
$1.52M +$143K +627 +9%
BHWM
1146
Bar Harbor Wealth Management
New Hampshire
$1.51M +$902K +3,965 +127%
WP
1147
WMS Partners
Maryland
$1.51M +$4.1K +18 +0.3%
WSTAM
1148
Wilbanks Smith & Thomas Asset Management
Virginia
$1.51M +$15.9K +70 +1%
SC
1149
SRB Corp
Massachusetts
$1.51M +$306K +1,347 +24%
CST
1150
Charles Schwab Trust
Nevada
$1.49M

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.