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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
CBA
1501
Coastal Bridge Advisors
Connecticut
$739K
BWP
1502
BSW Wealth Partners
Colorado
$738K +$33.9K +149 +5%
WA
1503
Wealth Alliance
New York
$735K -$55.7K -245 -7%
MCWA
1504
Meadow Creek Wealth Advisors
Georgia
$735K -$2.5K -11 -0.3%
LOAMS
1505
Lombard Odier Asset Management (Switzerland)
Switzerland
$734K +$783K +3,442 New
RCA
1506
Ranch Capital Advisors
Florida
$733K -$24.1K -106 -3%
9WM
1507
9258 Wealth Management
Ohio
$733K +$8.19K +36 +1%
FDCC
1508
Foster Dykema Cabot & Co
Massachusetts
$732K
SIG
1509
Sargent Investment Group
Maryland
$732K
AW
1510
ACG Wealth
Georgia
$731K
GAA
1511
Global Assets Advisory
Florida
$731K +$792K +3,482 New
SCM
1512
Stonebridge Capital Management
California
$729K
DWM
1513
Dakota Wealth Management
Florida
$729K +$303K +1,332 +64%
HKAM
1514
Horizon Kinetics Asset Management
New York
$728K +$910 +4 +0.1%
SF
1515
SBK Financial
Virginia
$725K
SIA
1516
Soltis Investment Advisors
Utah
$725K +$19.3K +85 +3%
OIS
1517
Okabena Investment Services
Minnesota
$722K +$311K +1,365 +68%
FAG
1518
Financial Advisory Group
Texas
$721K -$15.2K -67 -2%
WAAG
1519
Wealth Alliance Advisory Group
Kansas
$720K +$74.9K +329 +11%
TCM
1520
Tufton Capital Management
Maryland
$719K +$27.5K +121 +4%
HAIM
1521
Hunter Associates Investment Management
Pennsylvania
$714K +$534K +2,345 +235%
KCM
1522
Kanawha Capital Management
Virginia
$713K +$18.2K +80 +2%
CFD
1523
Creative Financial Designs
Indiana
$713K +$77.8K +342 +11%
SS
1524
Sunbelt Securities
Texas
$712K -$36.4K -160 -5%
CFMC
1525
Curbstone Financial Management Corp
New Hampshire
$712K -$5.46K -24 -0.7%

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.