We are live on ! Find out more
UNP icon

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
APP
1301
Avantax Planning Partners
Iowa
$1.11M +$18K +79 +2%
GA
1302
Gateway Advisory
New Jersey
$1.11M
ACM
1303
Advisors Capital Management
New Jersey
$1.11M +$227K +998 +24%
SCP
1304
Syntal Capital Partners
Texas
$1.11M -$1.2M -5,268 -50%
TC
1305
Toews Corporation
New Jersey
$1.11M +$842K +3,700 +247%
VNA
1306
Valley National Advisers
Pennsylvania
$1.11M +$228 +1 +0%
TP
1307
Tranquility Partners
Tennessee
$1.11M -$74.4K -327 -6%
RIM
1308
Regent Investment Management
Kentucky
$1.1M
JIC
1309
Joel Isaacson & Co
New York
$1.1M -$131K -575 -10%
HWA
1310
Heartwood Wealth Advisors
Virginia
$1.1M -$137K -602 -10%
CFM
1311
Coronation Fund Managers
South Africa
$1.09M -$683 -3 -0.1%
MSAM
1312
Moloney Securities Asset Management
Missouri
$1.09M -$921K -4,047 -44%
TFA
1313
Transamerica Financial Advisors
Florida
$1.09M +$1.16M +5,105 +170,167%
SFO
1314
Stokes Family Office
Louisiana
$1.09M -$183K -803 -14%
SW
1315
SkyOak Wealth
Michigan
$1.08M -$11.8K -52 -1%
NWM
1316
Northwest Wealth Management
Iowa
$1.08M -$455 -2 -0%
LSA
1317
Leonteq Securities AG
Switzerland
$1.08M +$1.14M +5,010 +9,109%
PA
1318
Parallel Advisors
California
$1.08M -$199K -874 -15%
CNC
1319
Citizens & Northern Corp
Pennsylvania
$1.08M
GWSG
1320
GPS Wealth Strategies Group
Colorado
$1.07M -$12.3K -54 -1%
SSWM
1321
Sheets Smith Wealth Management
North Carolina
$1.07M -$11.4K -50 -1%
SLA
1322
Silver Lake Advisory
Utah
$1.07M +$3.87K +17 +0.3%
AAS
1323
Ameritas Advisory Services
Nebraska
$1.06M +$175K +769 +18%
MP
1324
McDonald Partners
Ohio
$1.06M -$213K -938 -16%
SIA
1325
Schechter Investment Advisors
Michigan
$1.06M -$204K -897 -15%

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.