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
DWM
1826
Drive Wealth Management
Utah
$376K +$4.55K +20 +1%
EA
1827
Eudaimonia Advisors
Tennessee
$375K -$4.78K -21 -1%
CAAS
1828
Capital Asset Advisory Services
Michigan
$375K +$910 +4 +0.2%
WA
1829
Waverly Advisors
Alabama
$375K +$83K +365 +26%
TGAM
1830
TBH Global Asset Management
Tennessee
$375K +$156K +687 +64%
WPWM
1831
Western Pacific Wealth Management
Illinois
$373K
UAS
1832
United Asset Strategies
New York
$372K -$3.87K -17 -1%
TWM
1833
TriaGen Wealth Management
California
$372K +$2.73K +12 +0.7%
EIG
1834
Ellenbecker Investment Group
Wisconsin
$372K +$2.96K +13 +0.7%
MA
1835
MBA Advisors
Pennsylvania
$371K -$26.8K -118 -6%
APW
1836
Austin Private Wealth
Texas
$371K +$104K +457 +36%
AF
1837
Affiance Financial
Minnesota
$370K
ATWA
1838
Arbor Trust Wealth Advisors
Michigan
$369K
TFS
1839
TrustCore Financial Services
Tennessee
$369K +$15.7K +69 +4%
IA
1840
Inspire Advisors
Idaho
$367K +$51.6K +227 +15%
RRA
1841
Round Rock Advisors
Connecticut
$366K
MMM
1842
Mendel Money Management
Illinois
$365K +$48K +211 +14%
SIC
1843
Samalin Investment Counsel
New York
$364K +$455 +2 +0.1%
BAAM
1844
Baker Avenue Asset Management
California
$363K -$46.9K -206 -11%
FFG
1845
Ford Financial Group
California
$363K
NFG
1846
Nations Financial Group
Iowa
$363K +$42.8K +188 +12%
HPCM
1847
Hunter Perkins Capital Management
Illinois
$363K +$114K +500 +42%
PCP
1848
Proficio Capital Partners
Massachusetts
$362K -$15.9K -70 -4%
BMCM
1849
Bryn Mawr Capital Management
Pennsylvania
$361K -$31.2K -137 -7%
BFAG
1850
Blackston Financial Advisory Group
Florida
$361K +$88.1K +387 +30%

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.