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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
SHGA
1701
Sand Hill Global Advisors
California
$499K +$44.4K +195 +9%
WCA
1702
Waypoint Capital Advisors
Minnesota
$498K -$4.32K -19 -0.8%
MIC
1703
Meridian Investment Counsel
California
$498K
SFWC
1704
Strategic Family Wealth Counselors
New Jersey
$498K +$163K +717 +44%
FPS
1705
Fieldpoint Private Securities
Connecticut
$497K +$89.9K +395 +20%
KFP
1706
KB Financial Partners
New Jersey
$496K +$20.5K +90 +4%
SJIM
1707
St. Johns Investment Management
Florida
$495K +$70.8K +311 +15%
HCM
1708
Hengehold Capital Management
Ohio
$494K +$15.5K +68 +3%
PWPS
1709
Pinnacle Wealth Planning Services
Ohio
$492K -$203K -890 -28%
AWS
1710
Arkfeld Wealth Strategies
Nebraska
$492K -$67.6K -297 -11%
MIC
1711
Means Investment Company
Maine
$492K -$7.28K -32 -1%
HIC
1712
Harvey Investment Company
Kentucky
$485K
RGF
1713
Retirement Guys Formula
Ohio
$485K +$69.2K +304 +15%
BFA
1714
Bill Few Associates
Pennsylvania
$484K
EWM
1715
Evermay Wealth Management
Virginia
$483K -$183K -805 -26%
RWM
1716
Refined Wealth Management
Utah
$481K +$2.96K +13 +0.6%
BONH
1717
Bank of New Hampshire
New Hampshire
$480K
MAM
1718
McLean Asset Management
Virginia
$479K +$1.59K +7 +0.3%
SIG
1719
Spinnaker Investment Group
California
$478K -$22.8K -100 -4%
HIG
1720
Heritage Investment Group
Florida
$478K
SDWIA
1721
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$477K
HGERS
1722
Householder Group Estate & Retirement Specialist
Arizona
$477K +$2.5K +11 +0.5%
HCA
1723
Heck Capital Advisors
Wisconsin
$476K -$61.9K -272 -11%
WPA
1724
West Paces Advisors
Georgia
$473K +$12.7K +56 +3%
KA
1725
Klingman & Associates
New York
$472K -$14.8K -65 -3%

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.