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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
APW
1926
Acima Private Wealth
Virginia
$315K
CAMG
1927
CWA Asset Management Group
Florida
$314K -$52.8K -232 -14%
VHAM
1928
Van Hulzen Asset Management
California
$314K
FLII
1929
First Long Island Investors
New York
$313K
HBT
1930
Heartland Bank & Trust
Illinois
$313K
FUBT
1931
First United Bank & Trust
Maryland
$313K +$10.2K +45 +3%
FAM
1932
Formidable Asset Management
Ohio
$312K +$2.73K +12 +0.8%
MTIC
1933
Missouri Trust & Investment Company
Missouri
$312K +$15.9K +70 +5%
WG
1934
Welch Group
Alabama
$312K +$50.5K +222 +18%
FPCP
1935
Fort Point Capital Partners
California
$311K -$33K -145 -9%
NAS
1936
Nicolet Advisory Services
Wisconsin
$310K +$228 +1 +0.1%
DOA
1937
D'Orazio & Associates
Virginia
$309K -$10.5K -46 -3%
MC
1938
Montag & Caldwell
Georgia
$308K +$11.1K +49 +4%
DW
1939
Domani Wealth
Pennsylvania
$307K
FSA
1940
Fort Sheridan Advisors
Illinois
$307K
Members Trust
1941
Members Trust
Florida
$307K +$9.1K +40 +3%
CIP
1942
Convergence Investment Partners
Florida
$306K -$4.32K -19 -1%
PWA
1943
Providence Wealth Advisors
Illinois
$306K +$89.6K +394 +37%
FW
1944
FirstPurpose Wealth
Utah
$304K +$1.36K +6 +0.4%
MTC
1945
McDaniel Terry & Co
Texas
$303K +$323K +1,420 New
ZIM
1946
Zacks Investment Management
Illinois
$302K -$123K -539 -28%
SWK
1947
Stephen W. Kidder
$302K
CCA
1948
Cobblestone Capital Advisors
New York
$302K +$3.41K +15 +1%
MWPCG
1949
Measured Wealth Private Client Group
New Hampshire
$302K +$6.83K +30 +2%
PIFP
1950
Partners in Financial Planning
Virginia
$301K

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.