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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
LNC
901
Lincoln National Corp
Pennsylvania
$2.67M +$546K +2,661 +26%
BA
902
Bristlecone Advisors
Washington
$2.67M -$180K -876 -6%
VAS
903
Vestmark Advisory Solutions
Massachusetts
$2.66M +$87.8K +428 +3%
WWA
904
WC Walker & Associates
California
$2.64M +$23.6K +115 +0.8%
CCG
905
Chatham Capital Group
Georgia
$2.61M -$230K -1,120 -8%
BS
906
Bessemer Securities
New York
$2.6M -$800K -3,900 -24%
AWM
907
Affinity Wealth Management
Delaware
$2.6M -$46.6K -227 -2%
RAM
908
Riggs Asset Management
Pennsylvania
$2.59M -$1.33M -6,499 -34%
PL
909
Plancorp LLC
Missouri
$2.59M -$16.8K -82 -0.7%
CNBTD
910
Citizens National Bank Trust Department
Mississippi
$2.57M -$36.9K -180 -1%
SNBOSD
911
Security National Bank of So Dak
Iowa
$2.57M +$151K +737 +6%
NERM
912
New England Research & Management
Illinois
$2.56M -$238K -1,160 -9%
PAG
913
Private Advisor Group
New Jersey
$2.56M +$232K +1,129 +3%
RCM
914
Radnor Capital Management
Pennsylvania
$2.55M +$410K +2,000 +21%
BO
915
Bank OZK
Arkansas
$2.55M -$53.1K -259 -2%
MPAM
916
Murphy Pohlad Asset Management
Minnesota
$2.55M -$5.13K -25 -0.2%
SFG
917
SNS Financial Group
Minnesota
$2.55M -$34.7K -169 -1%
TC
918
TwinBeech Capital
New York
$2.55M +$2.52M +12,295 New
CT
919
Coastline Trust
Rhode Island
$2.54M -$27.7K -135 -1%
OPS
920
Orion Portfolio Solutions
Nebraska
$2.54M +$289K +1,408 +13%
CIA
921
Capital Investment Advisors
Georgia
$2.52M -$77.1K -376 -3%
GIA
922
Gateway Investment Advisers
Ohio
$2.52M +$19.7K +96 +0.8%
UH
923
Unigestion Holding
Switzerland
$2.5M -$898K -4,377 -27%
SMC
924
Smith, Moore & Co
Missouri
$2.48M -$64.6K -315 -3%
MWM
925
Meridian Wealth Management
Kentucky
$2.47M +$6.36K +31 +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.