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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
APWM
1101
Argonautica Private Wealth Management
Massachusetts
$1.65M +$1.63M +7,955 New
AC
1102
Abbrea Capital
California
$1.65M -$6.56K -32 -0.4%
LAIC
1103
Lederer & Associates Investment Counsel
California
$1.64M -$60.5K -295 -4%
SFA
1104
Sequoia Financial Advisors
Ohio
$1.64M +$969K +4,724 +148%
MCM
1105
Manchester Capital Management
Vermont
$1.64M -$56.2K -274 -3%
OKSA
1106
O'Keefe Stevens Advisory
New York
$1.64M +$237K +1,155 +17%
LBC
1107
Lowe Brockenbrough & Co
Virginia
$1.63M +$146K +710 +10%
JCM
1108
Jacobi Capital Management
Pennsylvania
$1.63M +$12.3K +60 +0.8%
ZCA
1109
Zeke Capital Advisors
Pennsylvania
$1.63M +$801K +3,907 +99%
FA
1110
FDx Advisors
Illinois
$1.62M +$17.4K +85 +1%
WMA
1111
West Michigan Advisors
Michigan
$1.62M +$62.1K +303 +4%
MWM
1112
Mission Wealth Management
California
$1.6M +$30.4K +148 +2%
TCA
1113
Trifecta Capital Advisors
Illinois
$1.6M +$1.59M +7,734 New
NAMA
1114
Nikko Asset Management Americas
New York
$1.6M +$99.9K +487 +7%
OFS
1115
Oldfather Financial Services
Nebraska
$1.6M -$1.44K -7 -0.1%
BSI
1116
Bennett Selby Investments
Maine
$1.6M +$9.44K +46 +0.6%
PCA
1117
Peddock Capital Advisors
Massachusetts
$1.6M +$480K +2,339 +44%
EWA
1118
Encompass Wealth Advisors
Oregon
$1.59M
AWM
1119
Accurate Wealth Management
Florida
$1.59M -$1.36M -6,607 -47%
BTI
1120
Blue Trust Inc
Georgia
$1.59M +$937K +4,568 +128%
CI
1121
Cigna Investments
Connecticut
$1.58M -$19.5K -95 -1%
EH
1122
Equitable Holdings
New York
$1.58M -$223K -1,089 -12%
HIA
1123
Harbor Investment Advisory
Maryland
$1.57M +$14.4K +70 +0.9%
HIM
1124
Hotaling Investment Management
Pennsylvania
$1.57M -$2.67K -13 -0.2%
BFG
1125
Bouchey Financial Group
New York
$1.56M -$10.3K -50 -0.7%

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.