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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
WCM
501
Wedge Capital Management
North Carolina
$8.87M +$1.26M +6,158 +17%
NA
502
NewEdge Advisors
Louisiana
$8.84M -$25M -121,767 -58%
CC
503
Cannell & Co
New York
$8.83M +$168K +817 +2%
GAM
504
Gotham Asset Management
New York
$8.79M -$251K -1,226 -3%
BRWA
505
B. Riley Wealth Advisors
Florida
$8.76M +$103K +501 +1%
AAS
506
Annex Advisory Services
Wisconsin
$8.74M +$409K +1,994 +5%
VRS
507
Virginia Retirement Systems
Virginia
$8.68M -$1.01M -4,900 -10%
NEI
508
Northwest & Ethical Investments
Ontario, Canada
$8.67M +$163K +797 +2%
ACM
509
Ashford Capital Management
Delaware
$8.64M
KIA
510
KCM Investment Advisors
California
$8.54M -$184K -896 -2%
TAM
511
Taurus Asset Management
New York
$8.54M -$86.8K -423 -1%
YIA
512
YHB Investment Advisors
Connecticut
$8.51M -$2.05K -10 -0%
AIMCA
513
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.51M -$4.02M -19,607 -32%
MPWT
514
MassMutual Private Wealth & Trust
Connecticut
$8.48M +$295K +1,436 +4%
PCA
515
Private Capital Advisors
Connecticut
$8.46M
SDIC
516
South Dakota Investment Council
South Dakota
$8.43M +$267K +1,300 +3%
AAM
517
Advisors Asset Management
Colorado
$8.42M -$283K -1,379 -3%
BFIM
518
Beese Fulmer Investment Management
Ohio
$8.39M +$272K +1,325 +3%
MGWM
519
Marks Group Wealth Management
Minnesota
$8.33M +$203K +992 +3%
NFGCM
520
Norman Fields Gottscho Capital Management
New York
$8.28M -$205K -1,000 -2%
ANBT
521
American National Bank & Trust
Texas
$8.27M +$225K +1,096 +3%
WTB
522
Washington Trust Bank
Washington
$8.24M -$52.7K -257 -0.6%
Wealthfront Advisers
523
Wealthfront Advisers
California
$8.23M -$1.03M -5,039 -11%
LSERS
524
Louisiana State Employees Retirement System
Louisiana
$8.22M -$61.5K -300 -0.8%
BDA
525
Borer Denton & Associates
Pennsylvania
$8.14M +$180K +880 +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.