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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
SCA
1176
Stonebridge Capital Advisors
Minnesota
$1.42M +$40K +195 +3%
GTAM
1177
Global Trust Asset Management
Florida
$1.42M -$15.4K -75 -1%
WWM
1178
Wolff Wiese Magana
California
$1.42M +$38.6K +188 +3%
WWM
1179
Westwood Wealth Management
California
$1.42M +$320K +1,560 +30%
DJSG
1180
D.J. St. Germain
Massachusetts
$1.42M +$1.37M +6,684 +61%
GIM
1181
Goelzer Investment Management
Indiana
$1.41M +$139K +680 +11%
CPA
1182
Court Place Advisors
Maryland
$1.41M -$12.3K -60 -0.9%
FMB
1183
Field & Main Bank
Kentucky
$1.41M +$22.6K +110 +2%
GAM
1184
Grandview Asset Management
Pennsylvania
$1.41M -$60.9K -297 -4%
MLL
1185
Moody Lynn & Lieberson
Massachusetts
$1.4M +$7.38K +36 +0.5%
PRWA
1186
Platte River Wealth Advisors
Colorado
$1.4M
MSAM
1187
Moloney Securities Asset Management
Missouri
$1.4M +$292K +1,423 +27%
REMPR
1188
Roof Eidam Maycock Peralta (REMP)
California
$1.4M -$40K -195 -3%
CC
1189
Chicago Capital
Illinois
$1.4M
SC
1190
Sepio Capital
Utah
$1.39M -$20.9K -102 -1%
FBC
1191
Fairfield, Bush & Co
Connecticut
$1.39M -$90.2K -440 -6%
AIC
1192
Archer Investment Corporation
Indiana
$1.39M
ST
1193
Spinnaker Trust
Maine
$1.39M -$6.15K -30 -0.4%
KACA
1194
Kayne Anderson Capital Advisors
California
$1.39M -$61.5K -300 -4%
SS
1195
Simplicity Solutions
Minnesota
$1.39M -$337K -1,643 -20%
AAS
1196
Ameritas Advisory Services
Nebraska
$1.38M +$279K +1,359 +26%
CA
1197
CoreCap Advisors
Michigan
$1.38M +$49.6K +242 +4%
KWMG
1198
King Wealth Management Group
Florida
$1.37M
CHJWM
1199
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.37M +$6.15K +30 +0.4%
Impax Asset Management Group
1200
Impax Asset Management Group
United Kingdom
$1.37M +$108K +526 +9%

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.