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
Rafferty Asset Management
451
Rafferty Asset Management
New York
$11M +$4.45M +21,687 +69%
HTC
452
Haverford Trust Company
Pennsylvania
$10.9M -$32.6K -159 -0.3%
Daiwa Securities Group
453
Daiwa Securities Group
Japan
$10.9M +$375K +1,830 +4%
PPL
454
PATRIZIA Pty Ltd
Australia
$10.9M +$10.8M +52,776 New
CAM
455
Congress Asset Management
Massachusetts
$10.8M -$106K -518 -1%
FNBOO
456
First National Bank of Omaha
Nebraska
$10.8M -$105K -514 -1%
GIM
457
Grassi Investment Management
California
$10.8M
Pacer Advisors
458
Pacer Advisors
Pennsylvania
$10.8M +$10.3M +50,323 +3,030%
FAB
459
First American Bank
Illinois
$10.7M +$66.9K +326 +0.6%
SAM
460
Securian Asset Management
Minnesota
$10.6M -$117K -572 -1%
PCM
461
Palisade Capital Management
New Jersey
$10.6M +$62.6K +305 +0.6%
IHL
462
Investment House LLC
California
$10.6M +$1.11M +5,424 +12%
RIG
463
Renaissance Investment Group
Massachusetts
$10.5M +$54.8K +267 +0.5%
LPT
464
Legacy Private Trust
Wisconsin
$10.3M -$366K -1,783 -3%
BCP
465
Blue Chip Partners
Michigan
$10.3M -$535K -2,609 -5%
AIM
466
Allen Investment Management
New York
$10.3M -$85.5M -416,686 -89%
EHC
467
Everett Harris & Co
California
$10.3M +$517K +2,522 +5%
CG
468
Colony Group
Massachusetts
$10.3M -$692K -3,373 -6%
VLKIM
469
Van Lanschot Kempen Investment Management
Netherlands
$10.2M +$6.97M +33,965 +221%
SC
470
Scotia Capital
Ontario, Canada
$10.2M +$1.2M +5,869 +14%
KRS
471
Kentucky Retirement Systems
Kentucky
$10.2M +$44.1K +215 +0.4%
AI
472
Atria Investments
North Carolina
$10.1M +$459K +2,239 +5%
SMI
473
Shelter Mutual Insurance
Missouri
$10M
MSRPS
474
Maryland State Retirement & Pension System
Maryland
$10M +$9.92M +48,369 New
EMPI
475
Elo Mutual Pension Insurance
Finland
$10M +$235K +1,147 +2%

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.