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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
BCM
2326
Bourgeon Capital Management
Connecticut
$8K
PP
2327
PrairieView Partners
Minnesota
$8K
BPC
2328
Banque Pictet & Cie
Switzerland
$7.37K -$373K -1,641 -5%
CDIA
2329
Capital Directions Investment Advisors
Georgia
$7K -$9.78K -43 -58%
EIM
2330
Essex Investment Management
Massachusetts
$7K
FCA
2331
FinTrust Capital Advisors
South Carolina
$7K
IHWM
2332
Iron Horse Wealth Management
Iowa
$7K
RG
2333
Retirement Group
California
$7K
RDIA
2334
RE Dickinson Investment Advisors
Iowa
$7K -$28.2K -124 -0.4%
HWM
2335
Horizons Wealth Management
North Carolina
$6K +$5.23K +23 New
FWA
2336
FSC Wealth Advisors
New York
$6K +$5.92K +26 New
SFCL
2337
Strengthening Families & Communities LLC
Massachusetts
$5K
CTB
2338
Country Trust Bank
Illinois
$4K
JPLA
2339
Joseph P. Lucia & Associates
New York
$4K
MS
2340
Mizuho Securities
Japan
$4K +$3.87K +17 New
BIM
2341
Baldwin Investment Management
Pennsylvania
$3.28K -$8.19K -36 -0.2%
PA
2342
PSI Advisors
Florida
$3K
LIM
2343
Longfellow Investment Management
Massachusetts
$3K +$455 +2 +20%
UFF
2344
USA Financial Formulas
Michigan
$3K +$2.96K +13 New
O
2345
Ossiam
France
$2K -$51K -224 -96%
FEG
2346
Financial Enhancement Group
Indiana
$2K
PG
2347
Proffitt & Goodson
Tennessee
$2K
TWP
2348
TFO Wealth Partners
Ohio
$2K +$1.82K +8 New
TFGT
2349
TS Financial Group (TSFG)
Illinois
$2K +$2.05K +9 New
RCM
2350
Raleigh Capital Management
North Carolina
$2K +$2.27K +10 New

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.