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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
TCWA
2301
Ten Capital Wealth Advisors
Washington
$19K -$3.64K -16 -15%
OCM
2302
Orion Capital Management
California
$19K
RDFA
2303
Ritter Daniher Financial Advisory
Ohio
$19K
SC
2304
Schubert & Co
Texas
$19K +$7.74K +34 +64%
WA
2305
WestEnd Advisors
North Carolina
$18.6K +$19.8K +87 New
ETC
2306
Exchange Traded Concepts
Oklahoma
$18K -$447K -1,964 -96%
MUMSS
2307
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K
TCM
2308
Tradewinds Capital Management
Washington
$16K -$303K -1,330 -95%
CCM
2309
Cribstone Capital Management
Maine
$16K
KA
2310
Kozak & Associates
Colorado
$16K
LD
2311
Lipe & Dalton
New York
$16K
GWMIA
2312
Global Wealth Management Investment Advisory
Florida
$16K +$3.64K +16 +27%
PCH
2313
Polar Capital Holdings
United Kingdom
$13.7K +$5.3M +23,309 +57%
YAL
2314
Your Advocates Ltd
Texas
$13K
CMP
2315
Coston McIsaac & Partners
Maine
$13K +$13.4K +59 New
HWMA
2316
Heritage Wealth Management (Arizona)
Arizona
$12.4K -$2.05K -9 -13%
KFS
2317
Kelly Financial Services
Massachusetts
$11.3K
LWA
2318
Lowe Wealth Advisors
Maryland
$11K
SCA
2319
Stuart Chaussee & Associates
California
$11K +$7.51K +33 +174%
FRA
2320
Front Row Advisors
California
$10K -$228 -1 -2%
MWC
2321
MBM Wealth Consultants
Missouri
$10K +$27.5K +121 +127%
KOCAA
2322
Knights of Columbus Asset Advisors
Connecticut
$9K +$9.1K +40 New
HS
2323
Horan Securities
United States
$9K +$9.78K +43 New
BRWM
2324
B. Riley Wealth Management
Tennessee
$8.48K -$343K -1,508 -7%
CP
2325
Castleview Partners
Texas
$8.04K -$283K -1,242 -85%

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.