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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
AAM
1126
AR Asset Management
California
$1.55M
BOPW
1127
Brandywine Oak Private Wealth
Pennsylvania
$1.54M -$55.4K -270 -3%
CWM
1128
Congress Wealth Management
Massachusetts
$1.54M +$79.2K +386 +5%
WP
1129
WMS Partners
Maryland
$1.54M -$3.28K -16 -0.2%
CL
1130
CIM LLC
New York
$1.54M +$65.6K +320 +4%
BHWM
1131
Bar Harbor Wealth Management
New Hampshire
$1.54M +$30.8K +150 +2%
RCAG
1132
Rehmann Capital Advisory Group
Michigan
$1.53M -$4.1K -20 -0.3%
NME
1133
Notis-McConarty Edward
$1.53M -$128K -626 -8%
JIP
1134
Jaffetilchin Investment Partners
Florida
$1.53M -$286K -1,392 -16%
AG
1135
Ascent Group
Virginia
$1.53M +$190K +925 +14%
BFO
1136
Biltmore Family Office
North Carolina
$1.52M +$13.3K +65 +0.9%
SCM
1137
Silvant Capital Management
Georgia
$1.52M -$4.72K -23 -0.3%
MWM
1138
Modera Wealth Management
New Jersey
$1.52M -$13.7K -67 -0.9%
AAM
1139
Azzad Asset Management
Virginia
$1.51M -$1.29M -6,282 -46%
ANTB
1140
AMG National Trust Bank
Colorado
$1.51M -$305K -1,487 -17%
PC
1141
Pecaut & Co
Iowa
$1.51M -$44.7K -218 -3%
Connor, Clark & Lunn Investment Management (CC&L)
1142
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.51M -$26.7M -130,000 -95%
MC
1143
Mathes Company
New York
$1.5M -$11.3K -55 -0.8%
GAG
1144
GM Advisory Group
New York
$1.5M +$2.46K +12 +0.2%
LWMM
1145
Legacy Wealth Management (Mississippi)
Mississippi
$1.49M
SIA
1146
Schear Investment Advisers
Ohio
$1.49M +$1.47M +7,176 New
TFA
1147
Transamerica Financial Advisors
Florida
$1.48M +$271K +1,323 +23%
RA
1148
RFG Advisory
Alabama
$1.48M -$140K -683 -9%
CS
1149
Comerica Securities
Michigan
$1.48M -$33.8K -165 -2%
TFS
1150
Thoroughbred Financial Services
Tennessee
$1.48M -$50.3K -245 -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.