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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
GIA
851
Guyasuta Investment Advisors
Pennsylvania
$3.11M +$71.2K +347 +2%
AAIM
852
American Assets Investment Management
California
$3.11M
FIM
853
Fernwood Investment Management
Massachusetts
$3.1M +$87.4K +426 +3%
BMCM
854
Bryn Mawr Capital Management
Pennsylvania
$3.09M +$2.75M +13,412 +875%
OCM
855
Orleans Capital Management
Louisiana
$3.07M -$2.05K -10 -0.1%
HT
856
Heritage Trust
Oklahoma
$3.07M +$28.5K +139 +0.9%
NG
857
Northstar Group
New York
$3.07M +$1.44K +7 +0%
PAM
858
Peak Asset Management
Colorado
$3.06M -$173K -845 -5%
GIP
859
Granite Investment Partners
California
$3.04M +$615K +3,000 +26%
WDA
860
Wendell David Associates
New Hampshire
$3.01M -$25.6K -125 -0.9%
HCM
861
Hodges Capital Management
Texas
$2.99M +$1.06M +5,159 +56%
WCM
862
Wunderlich Capital Managemnt
Tennessee
$2.99M +$29.1K +142 +1%
FA
863
Financial Advantage
Maryland
$2.98M +$9.85K +48 +0.3%
PCM
864
Penserra Capital Management
California
$2.98M +$2.95M +14,371 New
CCM
865
Condor Capital Management
New Jersey
$2.97M +$62.1K +303 +2%
NAMP
866
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.97M -$29.3K -143 -1%
CT
867
Chicago Trust
Illinois
$2.97M +$37.1K +181 +1%
DAS
868
Dynamic Advisor Solutions
Arizona
$2.96M +$61.9K +302 +2%
LA
869
LVW Advisors
New York
$2.96M -$45.7K -223 -2%
VBCG
870
Valley Brook Capital Group
Pennsylvania
$2.94M +$170K +830 +6%
MGIA
871
Moneta Group Investment Advisors
Missouri
$2.93M -$160K -781 -5%
SFG
872
StrategIQ Financial Group
Indiana
$2.92M -$26K -127 -0.9%
MFG
873
Merit Financial Group
Georgia
$2.92M +$84.3K +411 +3%
TC
874
TAGStone Capital
North Carolina
$2.91M +$36.1K +176 +1%
CCB
875
Country Club Bank
Missouri
$2.9M -$17.2K -84 -0.6%

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.