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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
RCG
1876
Regatta Capital Group
California
$346K
OCPWS
1877
One Charles Private Wealth Services
Massachusetts
$346K +$14.1K +62 +4%
BWM
1878
Birchcreek Wealth Management
Ohio
$346K +$43.2K +190 +13%
KOMWMG
1879
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$346K +$370K +1,624 New
CIG
1880
Cairn Investment Group
Washington
$343K
BHBT
1881
Burke & Herbert Bank & Trust
Virginia
$342K -$92.4K -406 -20%
BOS
1882
Bank of Stockton
California
$342K -$5.69K -25 -2%
MAM
1883
Marquette Asset Management
Minnesota
$342K -$228 -1 -0.1%
BO
1884
BRR OpCo
Ohio
$342K +$5.69K +25 +2%
MIM
1885
Macroview Investment Management
Maryland
$341K
SXL
1886
Summit X LLC
Missouri
$340K +$683 +3 +0.2%
CWM
1887
Curi Wealth Management
North Carolina
$339K +$7.96K +35 +2%
FAM
1888
Fenimore Asset Management
New York
$339K +$7.96K +35 +2%
GIA
1889
GHP Investment Advisors
Colorado
$337K -$14.3K -63 -4%
EWM
1890
EPG Wealth Management
Georgia
$337K +$100K +441 +39%
SFA
1891
Souders Financial Advisors
Ohio
$336K
MCM
1892
Morton Capital Management
California
$335K +$14.3K +63 +4%
CL
1893
CPWM LLC
Washington
$335K +$143K +627 +67%
HHGA
1894
Halbert Hargrove Global Advisors
California
$334K -$6.83K -30 -2%
VCM
1895
Vivaldi Capital Management
Illinois
$334K +$26.8K +118 +8%
AA
1896
Advisory Alpha
Michigan
$333K -$15.9K -70 -4%
BWA
1897
Bordeaux Wealth Advisors
California
$333K +$170K +745 +91%
ABLA
1898
Alan B. Lancz & Associates
Ohio
$331K -$221K -970 -40%
CNB
1899
Camden National Bank
Maine
$331K -$15.7K -69 -4%
GCM
1900
Gables Capital Management
Florida
$331K

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.