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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
MCAI
1151
Members Capital Advisors Inc
Wisconsin
$1.48M +$1.47M +7,147 New
GW
1152
GW & Wade
Massachusetts
$1.47M +$8.41K +41 +0.6%
CAM
1153
Cozad Asset Management
Illinois
$1.47M -$96.4K -470 -6%
Koshinski Asset Management
1154
Koshinski Asset Management
Illinois
$1.46M -$162K -792 -10%
WWM
1155
Western Wealth Management
Colorado
$1.46M -$438K -2,137 -23%
CPO
1156
Cerity Partners OCIO
New York
$1.46M -$50.3K -245 -3%
SCM
1157
Spreng Capital Management
Ohio
$1.46M -$105K -511 -7%
RCM
1158
RNC Capital Management
California
$1.45M -$101K -490 -7%
BL
1159
Balentine LLC
Georgia
$1.45M -$185K -903 -11%
PI
1160
PEAK6 Investments
Illinois
$1.45M -$453K -2,211 -24%
PAM
1161
Paradigm Asset Management
New York
$1.45M +$82K +400 +6%
SAM
1162
Summit Asset Management
Tennessee
$1.45M +$1.03K +5 +0.1%
WSTAM
1163
Wilbanks Smith & Thomas Asset Management
Virginia
$1.45M -$45.5K -222 -3%
CWM
1164
Centric Wealth Management
Illinois
$1.45M -$1.64K -8 -0.1%
YWP
1165
YorkBridge Wealth Partners
New York
$1.44M +$18.9K +92 +1%
SA
1166
Strategic Advisors
New York
$1.44M +$33.8K +165 +2%
FIM
1167
Freedom Investment Management
Connecticut
$1.44M -$172K -838 -11%
IWS
1168
Insight Wealth Strategies
California
$1.44M +$53.7K +262 +4%
DFC
1169
DB Fitzpatrick & Co
Idaho
$1.44M -$56.4K -275 -4%
ADBIC
1170
A.D. Beadell Investment Counsel
Wisconsin
$1.44M
ADIM
1171
Alpha DNA Investment Management
Maryland
$1.43M -$169K -825 -11%
CST
1172
Charles Schwab Trust
Nevada
$1.43M -$21.1K -103 -1%
AR
1173
Advisory Research
Illinois
$1.43M +$190K +926 +16%
TYCC
1174
Texas Yale Capital Corp
Florida
$1.43M +$472K +2,300 +50%
SFM
1175
Signet Financial Management
New Jersey
$1.43M +$104K +508 +8%

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.