We are live on ! Find out more
UNP icon

Union Pacific

2,420 hedge funds and large institutions have $100B invested in Union Pacific in 2022 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 877 increasing their positions, 960 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 102

7% more capital invested

Capital invested by funds: $94B → $100B (+$6.23B)

4% more funds holding

Funds holding: 2,3252,420 (+95)

1.48% more ownership

Funds ownership: 77.52%79% (+1.5%)

4% more call options, than puts

Call options by funds: $1.63B | Put options by funds: $1.57B

9% less repeat investments, than reductions

Existing positions increased: 877 | Existing positions reduced: 960

20% less funds holding in top 10

Funds holding in top 10: 8165 (-16)

Holders
2,420
Holders Change
+95
Holders Change %
+4.09%
% of All Funds
38.89%
Holding in Top 10
65
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-19.75%
% of All Funds
1.04%
New
243
Increased
877
Reduced
960
Closed
102
Calls
$1.63B
Puts
$1.57B
Net Calls
+$63.9M
Net Calls Change
-$81.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TL
2476
Tradewinds LLC
North Carolina
-$482K -2,476 Closed
DA
2477
DSC Advisors
Illinois
-$451K -2,313 Closed
BSA
2478
Braun Stacey Associates
New York
-$448K -2,300 Closed
HGERS
2479
Householder Group Estate & Retirement Specialist
Arizona
-$430K -2,207 Closed
CM
2480
Caption Management
Oklahoma
-$435K -2,122 Closed
SCM
2481
Stevens Capital Management
Pennsylvania
-$391K -2,005 Closed
WIC
2482
Whitegate Investment Counselors
New Hampshire
-$378K -1,940 Closed
MCM
2483
Monument Capital Management
Virginia
-$366K -1,880 Closed
SDWMA
2484
Schneider Downs Wealth Management Advisors
Pennsylvania
-$358K -1,839 Closed
AAM
2485
Aureus Asset Management
Massachusetts
-$352K -1,808 Closed
RK
2486
Rather & Kittrell
Tennessee
-$333K -1,712 Closed
BWA
2487
Bordeaux Wealth Advisors
California
-$332K -1,706 Closed
ICP
2488
Interchange Capital Partners
Pennsylvania
-$325K -1,671 Closed
ER
2489
Enlightenment Research
Florida
-$312K -1,600 Closed
XT
2490
XTX Topco
Cayman Islands
-$302K -1,551 Closed
Members Trust
2491
Members Trust
Florida
-$297K -1,525 Closed
CIM
2492
Contravisory Investment Management
Massachusetts
-$293K -1,505 Closed
BONST
2493
Bank of Nova Scotia Trust
Ontario, Canada
-$280K -1,437 Closed
BBA
2494
Baader Bank Aktiengesellschaft
Germany
-$253K -1,300 Closed
SA
2495
Shilanski & Associates
Alaska
-$249K -1,278 Closed
VFA
2496
Voya Financial Advisors
Connecticut
-$252K -1,267 Closed
AF
2497
Apexium Financial
Texas
-$243K -1,247 Closed
CPP
2498
Capasso Planning Partners
South Carolina
-$239K -1,226 Closed
LC
2499
LCNB Corp
Ohio
-$238K -1,222 Closed
RIM
2500
Redwood Investment Management
Arizona
-$232K -1,193 Closed

UNP Hedge Fund Activity: Q4 2022 in Review

2,420 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q4 2022, worth a combined $100B — up 6.6% from $94B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new UNP positions and 102 closed out — a net gain of 141 holders — while 877 added to existing stakes and 960 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.01B. The largest seller was TCI Fund Management, cutting an estimated $1.13B.

  • 2,420 institutional investors held Union Pacific (UNP) as of Q4 2022, up from 2,325 in Q3 2022.
  • Funds reported $100B of Union Pacific stock for Q4 2022, up 6.6% quarter-over-quarter.
  • 243 funds opened new Union Pacific positions in Q4 2022 and 102 closed out, a net change of +141 holders.
  • The largest Union Pacific buyer in Q4 2022 was Capital International Investors, an estimated $1.01B added.
  • The largest Union Pacific seller in Q4 2022 was TCI Fund Management, an estimated $1.13B sold.

Based on aggregated 13F filings for Q4 2022.