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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
GSB
1351
Greenfield Savings Bank
Massachusetts
$1.01M +$1.07M +4,719 New
LWAC
1352
Laurel Wealth Advisors (California)
California
$1M -$99K -435 -8%
FPCM
1353
Financial Partners Capital Management
New York
$1M +$362K +1,589 +51%
EM
1354
Excalibur Management
Massachusetts
$1M +$60.8K +267 +6%
MPPW
1355
Mitchell & Pahl Private Wealth
Oklahoma
$995K -$78.7K -346 -7%
V
1356
VeraBank
Texas
$995K +$55.3K +243 +5%
CIAS
1357
Capital Investment Advisory Services
North Carolina
$993K +$7.28K +32 +0.7%
SFG
1358
SevenBridge Financial Group
Pennsylvania
$985K
MCM
1359
Maryland Capital Management
Maryland
$983K -$11.4K -50 -1%
SFA
1360
Sequoia Financial Advisors
Ohio
$982K +$24.3K +107 +2%
MCWS
1361
McKinley Carter Wealth Services
West Virginia
$978K +$110K +485 +12%
MSCM
1362
McElhenny Sheffield Capital Management
Texas
$976K +$1.04M +4,575 New
MC
1363
Martin & Co
Tennessee
$974K +$39.6K +174 +4%
TYCC
1364
Texas Yale Capital Corp
Florida
$971K
AIL
1365
AGF Investments LLC
Ontario, Canada
$966K +$201K +884 +24%
FFM
1366
Forum Financial Management
Illinois
$961K +$22.8K +100 +2%
BFA
1367
BMS Financial Advisors
South Dakota
$960K +$71.7K +315 +8%
WB
1368
Webster Bank
Connecticut
$956K
BWM
1369
Buckley Wealth Management
Nevada
$955K -$153K -672 -13%
MWM
1370
Mascoma Wealth Management
New Hampshire
$955K -$12.7K -56 -1%
HCM
1371
Highview Capital Management
Illinois
$953K +$43.9K +193 +5%
GKIM
1372
GW&K Investment Management
Massachusetts
$952K -$532K -2,339 -34%
BCM
1373
BTR Capital Management
California
$951K -$25K -110 -2%
CAG
1374
Csenge Advisory Group
Florida
$945K +$8.87K +39 +0.9%
HI
1375
Harbour Investments
Wisconsin
$944K +$1.01M +4,424 New

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.