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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
CHA
2001
Cooper/Haims Advisors
New York
$274K +$77.4K +340 +36%
SRC
2002
Sage Rhino Capital
California
$273K -$10K -44 -3%
PHAM
2003
Palisades Hudson Asset Management
Florida
$273K
SGK
2004
Steigerwald Gordon & Koch
Virginia
$272K +$68.9K +303 +31%
NCM
2005
NCM Capital Management
New Jersey
$271K
DWA
2006
Divergent Wealth Advisors
Utah
$270K
FB
2007
First Bancorp
Maine
$270K
UC
2008
Unio Capital
New Jersey
$269K -$173K -762 -38%
SIS
2009
Sound Income Strategies
Florida
$268K
VFA
2010
Voya Financial Advisors
Connecticut
$268K +$50.5K +222 +21%
CWC
2011
Carolinas Wealth Consulting
North Carolina
$268K +$55.5K +244 +24%
KFA
2012
Krane Funds Advisors
New York
$267K -$56.4K -248 -17%
SWM
2013
Stockman Wealth Management
Montana
$267K +$7.28K +32 +3%
EFM
2014
E Fund Management
China
$266K -$1.59K -7 -0.6%
HCP
2015
Holt Capital Partners
Texas
$265K
CSPAM
2016
Cary Street Partners Asset Management
Virginia
$264K -$52.8K -232 -16%
FPFS
2017
First Personal Financial Services
North Carolina
$263K -$17.1K -75 -6%
NCM
2018
Northside Capital Management
Oregon
$263K
WMS
2019
Wealth Management Solutions
Pennsylvania
$263K
RSS
2020
Rosenblum Silverman Sutton
California
$262K
AIM
2021
Athena Investment Management
California
$261K
HDIM
2022
Hanson & Doremus Investment Management
Vermont
$261K +$23.7K +104 +9%
HWM
2023
Hohimer Wealth Management
Washington
$259K
RCWM
2024
Royal Capital Wealth Management
Indiana
$259K +$1.14K +5 +0.4%
POIA
2025
Pin Oak Investment Advisors
Texas
$258K -$15.5K -68 -5%

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.