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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
PCH
401
Polar Capital Holdings
United Kingdom
$13.9M +$260K +1,269 +2%
BWP
402
Baldwin Wealth Partners
Massachusetts
$13.8M +$60.9K +297 +0.4%
JIC
403
Johnson Investment Counsel
Ohio
$13.8M -$876K -4,272 -6%
IMPI
404
Ilmarinen Mutual Pension Insurance
Finland
$13.8M
PG
405
Pendal Group
Australia
$13.5M +$2.48M +12,106 +23%
BCI
406
Brinker Capital Investments
Pennsylvania
$13.5M +$835K +4,070 +7%
IIM
407
INTECH Investment Management
Florida
$13.5M -$2.68M -13,065 -17%
HT
408
HighTower Trust
Texas
$13.4M +$4.75M +23,174 +56%
NSIM
409
North Star Investment Management
Illinois
$13.3M +$14.6K +71 +0.1%
PCIG
410
Partners Capital Investment Group
Massachusetts
$13.1M -$1.24M -6,045 -9%
BAMF
411
BI Asset Management Fondsmaeglerselskab
Denmark
$13.1M +$7.51M +36,602 +138%
FHA
412
First Horizon Advisors
Tennessee
$13M +$479K +2,337 +4%
PI
413
PGGM Investments
Netherlands
$12.8M -$2.52M -12,270 -17%
CI Investments Inc
414
CI Investments Inc
Ontario, Canada
$12.7M -$11M -53,432 -47%
FG
415
Fiduciary Group
Georgia
$12.5M -$101K -493 -0.8%
MJRIC
416
Mogy Joel R Investment Counsel
California
$12.5M +$308K +1,500 +3%
Acadian Asset Management
417
Acadian Asset Management
Massachusetts
$12.5M +$1.83M +8,904 +17%
PFO
418
Pathstone Family Office
New Jersey
$12.4M +$2.43M +11,841 +14%
HCM
419
Hitchwood Capital Management
New York
$12.4M -$10.3M -50,000 -45%
EDRH
420
Edmond de Rothschild Holding
Switzerland
$12.4M +$3.08M +15,020 +34%
SAM
421
Sawgrass Asset Management
Florida
$12.4M -$243K -1,186 -2%
CSIC
422
Clifford Swan Investment Counsel
California
$12.3M -$61.3K -299 -0.5%
KA
423
Kerrisdale Advisers
Florida
$12.3M -$14.5M -70,470 -54%
JC
424
Jacobs & Co
California
$12.3M +$273K +1,331 +2%
FNT
425
First Nebraska Trust
Nebraska
$12.3M -$133K -646 -1%

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.