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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
SAS
1651
Stelac Advisory Services
New York
$551K +$395K +1,738 +206%
SDWMA
1652
Schneider Downs Wealth Management Advisors
Pennsylvania
$550K -$2.05K -9 -0.3%
NPA
1653
Nichols & Pratt Advisers
Massachusetts
$550K
TF
1654
Trek Financial
Arizona
$550K +$51.6K +227 +10%
DS
1655
DRW Securities
Illinois
$550K +$587K +2,578 New
MAM
1656
Marotta Asset Management
Virginia
$548K -$15.5K -68 -3%
GC
1657
Garde Capital
Washington
$547K
ICM
1658
IMS Capital Management
Oregon
$547K +$8.42K +37 +1%
4WM
1659
44 Wealth Management
Oregon
$546K -$251K -1,105 -30%
HI
1660
Harper Investing
California
$546K +$61.2K +269 +12%
RIA
1661
Richwood Investment Advisors
Ohio
$545K +$38.2K +168 +7%
NEPPG
1662
New England Professional Planning Group
Rhode Island
$544K
MW
1663
Marcum Wealth
Ohio
$542K -$4.1K -18 -0.7%
LC
1664
Lindbrook Capital
California
$542K +$102K +448 +21%
JSL
1665
JT Stratford LLC
Georgia
$540K -$26.2K -115 -4%
FA
1666
Financial Advisors
Massachusetts
$535K -$4.55K -20 -0.8%
SLF
1667
Sun Life Financial
Ontario, Canada
$531K -$23.4K -103 -4%
ST
1668
Sentinel Trust
Texas
$528K
TL
1669
Tradewinds LLC
North Carolina
$528K +$563K +2,476 New
SAM
1670
Shikiar Asset Management
New York
$526K -$1.51M -6,654 -73%
BFG
1671
Berger Financial Group
Minnesota
$526K -$9.33K -41 -2%
CMS
1672
Capital Market Strategies
Florida
$523K
RIA
1673
Realta Investment Advisors
Delaware
$521K -$33.4K -147 -6%
GC
1674
Gratus Capital
Georgia
$520K
LWMG
1675
Levy Wealth Management Group
Pennsylvania
$517K +$910 +4 +0.2%

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.