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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
AWA
51
Arete Wealth Advisors
Illinois
$362M +$33.8K +165 +10%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$348M +$52.5M +255,954 +18%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$341M +$247M +1,202,861 +270%
AllianceBernstein
54
AllianceBernstein
Tennessee
$332M +$29.5M +143,892 +10%
Diamond Hill Capital Management
55
Diamond Hill Capital Management
Ohio
$332M -$10.8M -52,761 -3%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$331M +$42.5M +206,991 +17%
CM
57
Cercano Management
Washington
$331M +$328M +1,597,428 New
Bessemer Group
58
Bessemer Group
New Jersey
$319M -$92.2M -449,291 -23%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312M -$5.74M -27,985 -2%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$301M +$6.15M +29,971 +2%
Boston Partners
61
Boston Partners
Massachusetts
$299M +$18.8M +91,900 +7%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$297M -$10.7M -51,934 -3%
CS
63
Credit Suisse
Switzerland
$295M -$24.5M -119,595 -8%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$277M +$5.69M +27,724 +2%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$270M -$71.6M -349,237 -21%
WCM Investment Management
66
WCM Investment Management
California
$260M +$13.2M +64,524 +5%
Luther King Capital Management (LKCM)
67
Luther King Capital Management (LKCM)
Texas
$260M -$1.29M -6,312 -0.5%
MIHAS
68
Maj Invest Holding A/S
Denmark
$252M +$4.74M +23,121 +2%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$250M +$12.1M +58,779 +5%
Two Sigma Investments
70
Two Sigma Investments
New York
$246M +$36.9M +179,715 +18%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$245M +$6.15M +29,988 +3%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$226M -$5.07M -24,711 -2%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$225M -$34.6M -168,659 -13%
Macquarie Group
74
Macquarie Group
Australia
$223M -$1.24M -6,066 -0.6%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$220M +$742K +3,619 +0.3%

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.