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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
CCM
1001
Coldstream Capital Management
Washington
$2.06M +$2.04M +9,925 New
TMAM
1002
Tokio Marine Asset Management
Japan
$2.04M +$119K +578 +6%
BWA
1003
BDO Wealth Advisors
Florida
$2.04M +$18.9K +92 +0.9%
SSI
1004
Scott & Selber Inc
Texas
$2.04M -$4.51K -22 -0.2%
SIC
1005
Shoker Investment Counsel
Ohio
$2.04M +$25.6K +125 +1%
NL
1006
NVWM LLC
Pennsylvania
$2.04M -$31.2K -152 -2%
BJL
1007
Brighton Jones LLC
Washington
$2.03M +$188K +917 +10%
P
1008
Pitcairn
Pennsylvania
$2.03M -$198K -967 -9%
JAG
1009
Journey Advisory Group
Kentucky
$2.02M +$58.7K +286 +3%
GVAG
1010
Great Valley Advisor Group
Delaware
$2.02M -$88.4K -431 -4%
VA
1011
Valmark Advisers
Ohio
$2.01M +$272K +1,326 +16%
RWA
1012
Ropes Wealth Advisors
Massachusetts
$2.01M +$222K +1,081 +13%
MCCA
1013
Mill Creek Capital Advisors
Pennsylvania
$2.01M +$1.99M +9,706 New
AAM
1014
Auxier Asset Management
Oregon
$2.01M
SNBOSCI
1015
Security National Bank of Sioux City Iowa
Iowa
$2M -$9.23K -45 -0.5%
AT
1016
Arden Trust
Delaware
$2M +$13.7K +67 +0.7%
CW
1017
Connectus Wealth
Ohio
$1.99M -$121K -592 -6%
PK
1018
Pflug Koory
Nebraska
$1.99M +$52.7K +257 +3%
OL
1019
Optas LLC
Texas
$1.99M -$12.5K -61 -0.6%
PTP
1020
Platform Technology Partners
New York
$1.98M -$39.4K -192 -2%
RMC
1021
Resources Management Corp
Connecticut
$1.98M -$46.1K -225 -2%
DWT
1022
Dorsey & Whitney Trust
South Dakota
$1.98M -$47.4K -231 -2%
AL
1023
Aspiriant LLC
California
$1.97M +$115K +561 +6%
FWP
1024
FAS Wealth Partners
Kansas
$1.97M +$213K +1,038 +12%
HCM
1025
Hutner Capital Management
Vermont
$1.97M +$47.2K +230 +2%

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.