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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
CCM
1251
Cox Capital Management
Massachusetts
$1.22M -$950K -4,175 -42%
MCA
1252
Magnolia Capital Advisors
Mississippi
$1.22M -$88.3K -388 -6%
PHIC
1253
Pine Haven Investment Counsel
Massachusetts
$1.21M
PWP
1254
Principle Wealth Partners
Connecticut
$1.21M
CFFP
1255
Center for Financial Planning
Michigan
$1.21M +$30.9K +136 +2%
CSPIA
1256
Cary Street Partners Investment Advisory
Virginia
$1.21M +$1.07M +4,720 +491%
YIH
1257
Y-Intercept (HK)
Hong Kong
$1.21M +$1.01M +4,443 +364%
SL
1258
Summitry LLC
California
$1.21M -$38.9K -171 -3%
MFGM
1259
Marshall Financial Group (Maryland)
Maryland
$1.19M -$205K -901 -14%
NP
1260
Ninepoint Partners
Ontario, Canada
$1.19M -$174K -764 -12%
CP
1261
Covenant Partners
Tennessee
$1.19M
PA
1262
Profund Advisors
Maryland
$1.19M -$435K -1,913 -26%
1WA
1263
180 Wealth Advisors
Washington
$1.19M -$98.1K -431 -7%
FF
1264
FourThought Financial
Florida
$1.18M -$24.1K -106 -2%
GWAG
1265
Garrett Wealth Advisory Group
Texas
$1.18M -$12.3K -54 -1%
ZIC
1266
ZWJ Investment Counsel
Georgia
$1.18M +$22.8K +100 +2%
MFG
1267
MidWestOne Financial Group
Iowa
$1.18M +$205K +900 +19%
AIIMS
1268
Analyst IMS Investment Management Services
Israel
$1.17M -$11.4K -50 -0.9%
KFS
1269
Kurt F. Somerville
$1.17M +$49.8K +219 +4%
STB
1270
S&T Bank
Pennsylvania
$1.17M -$3.19K -14 -0.3%
WANY
1271
Wealthspire Advisors (New York)
New York
$1.17M +$527K +2,317 +74%
BC
1272
Bowman & Company
Wisconsin
$1.17M +$224K +983 +22%
FNB
1273
Farmers National Bank
Kentucky
$1.16M -$14.8K -65 -1%
GRP
1274
Global Retirement Partners
California
$1.16M +$27.8K +122 +2%
CWP
1275
CFM Wealth Partners
Texas
$1.15M +$79.4K +349 +7%

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.