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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
APA
1951
Astoria Portfolio Advisors
New York
$301K +$10.5K +46 +3%
SSG
1952
Summit Securities Group
New York
$301K +$194K +851 +152%
GFPC
1953
Global Financial Private Client
Florida
$300K +$127K +558 +67%
SAM
1954
Secure Asset Management
Michigan
$300K -$2.73K -12 -0.8%
PCG
1955
Private Capital Group
Connecticut
$300K +$3.41K +15 +1%
MA
1956
Maxele Advisors
Missouri
$300K
SAA
1957
Southeast Asset Advisors
Georgia
$299K +$12.5K +55 +4%
QFA
1958
Quantum Financial Advisors
California
$299K +$289K +1,270 New
BA
1959
Bluesphere Advisors
Pennsylvania
$298K
Bank of Montreal
1960
Bank of Montreal
Ontario, Canada
$296K -$16M -70,514 -5%
FOA
1961
Five Oceans Advisors
California
$296K -$11.1K -49 -3%
NQWM
1962
Northwest Quadrant Wealth Management
Oregon
$295K -$39.1K -172 -11%
WIC
1963
Woodmont Investment Counsel
Tennessee
$295K
GKWIM
1964
Gerber Kawasaki Wealth & Investment Management
California
$295K +$17.5K +77 +6%
FIA
1965
Foundations Investment Advisors
Arizona
$294K +$319K +1,401 New
AIM
1966
AMI Investment Management
Indiana
$293K
CBFP
1967
Cedar Brook Financial Partners
Ohio
$292K +$41.6K +183 +15%
SFG
1968
Summit Financial Group
West Virginia
$291K
PP
1969
Pacifica Partners
Canada
$290K +$1.14K +5 +0.4%
TFP
1970
Tilia Fiduciary Partners
North Carolina
$290K +$1.59K +7 +0.5%
KJHP
1971
K.J. Harrison & Partners
Ontario, Canada
$289K
AWM
1972
Aevitas Wealth Management
Massachusetts
$288K +$4.32K +19 +1%
CFG
1973
Cooper Financial Group
California
$287K -$1.59K -7 -0.5%
TCOK
1974
Trust Company of Kansas
Kansas
$286K -$3.41K -15 -1%
NF
1975
NTB Financial
Colorado
$286K

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.