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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
FWM
2151
FSA Wealth Management
Massachusetts
$205K -$9.33K -41 -4%
SC
2152
Sonen Capital
California
$205K +$219K +962 New
KTM
2153
Keeler Thomas Management
Utah
$204K -$1.1M -4,855 -84%
RCG
2154
Rock Creek Group
District of Columbia
$204K -$38K -167 -15%
VFP
2155
Verus Financial Partners
Virginia
$204K
CCP
2156
Clarkston Capital Partners
Michigan
$204K +$22.8K +100 +12%
LCC
2157
Lincoln Capital Corp
Rhode Island
$203K -$21.6K -95 -9%
WCWM
2158
Willow Creek Wealth Management
California
$203K -$15.5K -68 -7%
ERIC
2159
Eagle Rock Investment Company
Georgia
$203K -$7.05K -31 -3%
MFA
2160
McClarren Financial Advisors
Pennsylvania
$203K
GC
2161
Gilbert & Cook
Iowa
$202K -$133K -584 -38%
AA
2162
Addison Advisors
Vermont
$202K -$23K -101 -10%
UWPG
2163
Ullmann Wealth Partners Group
Florida
$202K
CWM
2164
CCG Wealth Management
California
$202K +$2.73K +12 +1%
CA
2165
Crewe Advisors
Utah
$202K +$124K +544 +135%
CWM
2166
Cabot Wealth Management
Massachusetts
$201K
HIM
2167
Harbour Investment Management
Washington
$201K
LC
2168
Landaas & Company
Wisconsin
$201K
OSNBOA
2169
Old Second National Bank of Aurora
Illinois
$194K
GG
2170
Gleason Group
Kentucky
$183K +$1.14K +5 +0.6%
WOC
2171
West Oak Capital
California
$180K
SMG
2172
Spectrum Management Group
Indiana
$176K -$16.4K -72 -8%
ODG
2173
O'Dell Group
Ohio
$171K
CAL
2174
Capital Advisors Ltd
Ohio
$170K +$29.8K +131 +20%
BBPWM
2175
Blue Bell Private Wealth Management
Pennsylvania
$168K

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.