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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
LFAS
801
Level Four Advisory Services
Texas
$3.48M +$2.39M +11,648 +226%
BCCM
802
Bridge Creek Capital Management
Massachusetts
$3.48M -$27.3K -133 -0.8%
SLI
803
Sumitomo Life Insurance
Japan
$3.47M -$157K -767 -4%
AFM
804
Andesa Financial Management
Pennsylvania
$3.47M -$2.63M -12,808 -43%
LW
805
Linscomb Wealth
Texas
$3.45M -$95.2K -464 -3%
DWA
806
Douglass Winthrop Advisors
New York
$3.45M +$37.7K +184 +1%
FAP
807
Financial Advisory Partners
Florida
$3.43M -$26.5K -129 -0.8%
MGP
808
Metis Global Partners
California
$3.41M +$1.22M +5,927 +56%
CB
809
Cadence Bank
Mississippi
$3.4M -$100K -489 -3%
SCP
810
Shorepoint Capital Partners
Massachusetts
$3.4M -$16.8K -82 -0.5%
TA
811
TFG Advisers
Michigan
$3.38M -$63.2K -308 -2%
BIM
812
Baldwin Investment Management
Pennsylvania
$3.37M +$216K +1,055 +7%
BFPW
813
BOK Financial Private Wealth
Colorado
$3.33M -$292K -1,424 -8%
FM
814
Family Management
New York
$3.33M +$2.92M +14,245 +782%
CCG
815
Cloverfields Capital Group
Minnesota
$3.32M +$490K +2,387 +18%
WMSA
816
Weiss Multi-Strategy Advisers
New York
$3.31M +$3.28M +16,000 New
ACA
817
Aptus Capital Advisors
Alabama
$3.31M -$6.97M -33,986 -68%
EFS
818
Essex Financial Services
Connecticut
$3.29M -$6.77K -33 -0.2%
TCA
819
Transcend Capital Advisors
New Jersey
$3.29M -$120K -585 -4%
WIC
820
Wilkins Investment Counsel
Massachusetts
$3.29M +$118K +575 +4%
DWP
821
Daymark Wealth Partners
Ohio
$3.29M +$3.26M +15,895 New
RMCM
822
Reynders McVeigh Capital Management
Massachusetts
$3.29M -$3.08K -15 -0.1%
Fuller & Thaler Asset Management
823
Fuller & Thaler Asset Management
California
$3.28M -$494K -2,407 -13%
PTCG
824
Pring Turner Capital Group
California
$3.26M -$1.12M -5,449 -26%
SCM
825
Shelton Capital Management
Colorado
$3.25M -$1.62M -7,885 -33%

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.