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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
MFG
2451
Menard Financial Group
Texas
-$300K -1,098 Closed
DWM
2452
Darwin Wealth Management
Florida
-$292K -1,069 Closed
PWM
2453
Prentice Wealth Management
New York
-$289K -1,050 Closed
AGA
2454
Accuvest Global Advisors
Utah
-$281K -1,030 Closed
RWI
2455
Red Wave Investments
Pennsylvania
-$277K -1,013 Closed
OTL
2456
Oak Thistle LLC
New York
-$273K -1,001 Closed
LNWTC
2457
Laird Norton Wetherby Trust Company
Washington
-$269K -986 Closed
JSC
2458
Jackson Square Capital
California
-$268K -981 Closed
CIC
2459
Cornercap Investment Counsel
Georgia
-$266K -975 Closed
EFG
2460
Everhart Financial Group
Ohio
-$266K -975 Closed
LAM
2461
LifePro Asset Management
California
-$262K -958 Closed
BDF
2462
Black Diamond Financial
Maryland
-$261K -954 Closed
BCM
2463
BlueCrest Capital Management
Jersey
-$260K -953 Closed
KWA
2464
KCS Wealth Advisory
California
-$260K -951 Closed
GCAC
2465
Guardian Capital Advisors (Canada)
Ontario, Canada
-$233K -950 Closed
FNBTCON
2466
First National Bank & Trust Co of Newtown
Pennsylvania
-$259K -949 Closed
NCM
2467
Novare Capital Management
North Carolina
-$255K -934 Closed
BWP
2468
Bernardo Wealth Planning
Pennsylvania
-$255K -933 Closed
BAM
2469
Brave Asset Management
New Jersey
-$255K -932 Closed
MIA
2470
MainStreet Investment Advisors
Illinois
-$254K -931 Closed
NWM
2471
Northcape Wealth Management
New York
-$252K -922 Closed
VCS
2472
Vaughan & Co Securities
New Jersey
-$251K -920 Closed
FA
2473
Fermata Advisors
California
-$251K -917 Closed
CCG
2474
Cypress Capital Group
Florida
-$250K -916 Closed
SFS
2475
Summit Financial Strategies
Ohio
-$249K -913 Closed

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.