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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
E
426
Ergoteles
New York
$12.2M +$3.17M +15,474 +35%
Brown Advisory
427
Brown Advisory
Maryland
$12.2M +$498K +2,427 +4%
CTA
428
Chesley Taft & Associates
Illinois
$12.2M +$87K +424 +0.7%
OPCM
429
Osborne Partners Capital Management
California
$12.2M -$151K -734 -1%
SIMG
430
Sonora Investment Management Group
Arizona
$12.2M +$486K +2,370 +4%
Nordea Investment Management
431
Nordea Investment Management
Sweden
$12.1M +$1.53M +7,481 +15%
SMDAM
432
Sumitomo Mitsui DS Asset Management
Japan
$12M -$212K -1,034 -2%
RWP
433
RWA Wealth Partners
Massachusetts
$11.9M +$374K +1,822 +3%
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$11.8M -$785K -3,829 -6%
DPIM
435
Duff & Phelps Investment Management
Illinois
$11.7M +$290K +1,414 +3%
FCH
436
Freestone Capital Holdings
Washington
$11.6M +$912K +4,444 +9%
BFA
437
Bragg Financial Advisors
North Carolina
$11.6M +$180K +877 +2%
SLAM
438
Swiss Life Asset Management
$11.6M -$1.06M -5,149 -8%
AFCM
439
Applied Finance Capital Management
Puerto Rico
$11.6M +$11.5M +56,000 New
ISL
440
Ingalls & Snyder LLC
New York
$11.6M +$27.9K +136 +0.2%
MSS
441
Mitchell Sinkler & Starr
Pennsylvania
$11.6M -$1.37M -6,664 -11%
MIM
442
Marco Investment Management
Georgia
$11.5M +$39.6K +193 +0.3%
XS
443
XR Securities
Illinois
$11.5M -$1.97M -9,599 -15%
H
444
HoyleCohen
California
$11.5M -$48.4K -236 -0.4%
TF
445
TIAA FSB
Florida
$11.4M -$591K -2,881 -5%
NW
446
NewEdge Wealth
Pennsylvania
$11.4M +$741K +3,615 +7%
DILIC
447
Dai-ichi Life Insurance Company
Japan
$11.3M -$1M -4,898 -8%
GL
448
Graypoint LLC
New York
$11M -$606K -2,956 -5%
MWM
449
Moran Wealth Management
Florida
$11M +$10.9M +53,250 New
NRS
450
Neville Rodie & Shaw
New York
$11M -$1.95M -9,483 -15%

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.