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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
Kovitz Investment Group Partners
626
Kovitz Investment Group Partners
Illinois
$5.87M +$473K +2,304 +9%
CFG
627
Citizens Financial Group
Rhode Island
$5.84M -$180K -878 -3%
WIM
628
WealthPlan Investment Management
Nebraska
$5.81M +$53.5K +261 +0.9%
LBA
629
Lowell Blake & Associates
Massachusetts
$5.76M +$604K +2,945 +12%
WP
630
WealthPLAN Partners
Nebraska
$5.75M +$5.78M +28,178 New
KNW
631
Kesler Norman & Wride
Utah
$5.74M -$380K -1,853 -6%
MCM
632
Mattern Capital Management
Colorado
$5.73M +$206K +1,004 +4%
BCM
633
Brasada Capital Management
Texas
$5.72M -$167K -816 -3%
BCM
634
Becker Capital Management
Oregon
$5.68M -$54.1K -264 -1%
DAC
635
Dividend Assets Capital
South Carolina
$5.67M -$15.2K -74 -0.3%
AA
636
Ancora Advisors
Ohio
$5.65M +$125K +611 +2%
KPWS
637
Kestra Private Wealth Services
Texas
$5.64M -$283K -1,380 -5%
OAM
638
Oppenheimer Asset Management
New York
$5.58M -$128K -622 -2%
HTHT
639
Hemenway Trust Hemenway Trust
New Hampshire
$5.58M -$101K -490 -2%
AG
640
Advocate Group
Minnesota
$5.57M -$52.3K -255 -0.9%
CCFCSB
641
Cape Cod Five Cents Savings Bank
Massachusetts
$5.57M +$188K +919 +4%
BP
642
BBR Partners
New York
$5.56M -$1.71M -8,357 -24%
AP
643
Americana Partners
Texas
$5.55M -$70.6K -344 -1%
SSB
644
Sandy Spring Bank
Maryland
$5.53M -$4.72K -23 -0.1%
CBT
645
Central Bank & Trust
Kentucky
$5.52M -$283K -1,380 -5%
BBVA
646
Banco Bilbao Vizcaya Argentaria
Spain
$5.52M +$2.37M +11,533 +76%
CWM
647
Calamos Wealth Management
Illinois
$5.51M -$53.7K -262 -1%
FAM
648
Fred Alger Management
New York
$5.51M +$2.7M +13,181 +98%
MGIA
649
Matthew Goff Investment Advisor
Texas
$5.49M -$24K -117 -0.4%
APF
650
Alaska Permanent Fund
Alaska
$5.49M +$51.5K +251 +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.