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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
WIM
526
Waverton Investment Management
United Kingdom
$8.13M -$6.93M -33,807 -46%
CS
527
Candriam SCA
Luxembourg
$8.12M -$977K -4,765 -11%
M
528
MOTCO
Texas
$8.12M +$146K +712 +2%
FCMC
529
Founders Capital Management (Connecticut)
Connecticut
$8.1M -$81.6K -398 -1%
TAM
530
Tocqueville Asset Management
New York
$8.08M -$177K -861 -2%
AWM
531
Avior Wealth Management
Nebraska
$8.05M +$103K +502 +1%
ACIM
532
Azimuth Capital Investment Management
Michigan
$7.99M -$2.87K -14 -0%
CCM
533
Copeland Capital Management
Pennsylvania
$7.98M -$450K -2,194 -5%
EAM
534
Erste Asset Management
Austria
$7.98M +$634K +3,092 +9%
M
535
Mirova
France
$7.94M +$244K +1,188 +3%
AIM
536
Achmea Investment Management
Netherlands
$7.9M +$15.8K +77 +0.2%
KWM
537
Kingsview Wealth Management
Oregon
$7.88M -$1.03K -5 -0%
MMA
538
Miracle Mile Advisors
California
$7.8M +$37.1K +181 +0.5%
GG
539
Greenwood Gearhart
Arkansas
$7.8M +$375K +1,828 +5%
SSA
540
Schonfeld Strategic Advisors
New York
$7.79M -$39.8M -193,809 -84%
EGA
541
Eagle Global Advisors
Texas
$7.76M -$35.7K -174 -0.5%
WAM
542
Werlinich Asset Management
Connecticut
$7.72M -$29.7K -145 -0.4%
QI
543
QV Investors
Alberta, Canada
$7.7M +$94.3K +460 +1%
IIM
544
Ipswich Investment Management
Massachusetts
$7.69M -$47.2K -230 -0.6%
LWM
545
Lyell Wealth Management
California
$7.68M -$538K -2,623 -7%
BP
546
Broadleaf Partners
Ohio
$7.67M -$107K -523 -1%
API
547
Advisor Partners II
California
$7.64M +$849K +4,140 +13%
PJSIMP
548
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.59M +$112K +545 +2%
AA
549
ALPS Advisors
Colorado
$7.55M -$364K -1,776 -5%
MPM
550
Meritage Portfolio Management
Kansas
$7.55M -$982K -4,786 -12%

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.