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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
MCC
1201
Money Concepts Capital
Florida
$1.37M +$1.13M +5,515 +509%
RFA
1202
Resurgent Financial Advisors
Georgia
$1.36M -$22.6K -110 -2%
DMBA
1203
Deseret Mutual Benefit Administrators
Utah
$1.36M -$886K -4,320 -40%
LCS
1204
Levin Capital Strategies
New York
$1.36M
PI
1205
Pettee Investors
Connecticut
$1.36M +$19.5K +95 +1%
EGM
1206
Engineers Gate Manager
New York
$1.36M +$190K +924 +16%
OHWP
1207
Oak Harbor Wealth Partners
North Carolina
$1.35M -$47.2K -230 -3%
O
1208
Ossiam
France
$1.35M +$592K +2,887 +80%
WMC
1209
Westwood Management Corporation
Illinois
$1.35M
AA
1210
Argent Advisors
Louisiana
$1.35M +$44.7K +218 +3%
ESB
1211
Essex Savings Bank
Connecticut
$1.35M +$30.8K +150 +2%
BHPW
1212
Beverly Hills Private Wealth
California
$1.34M +$1.33M +6,490 New
CWM
1213
Catalyst Wealth Management
Georgia
$1.34M +$1.32M +6,448 New
AWM
1214
Angeles Wealth Management
California
$1.33M -$64.2K -313 -5%
CCA
1215
Checchi Capital Advisers
California
$1.33M -$212K -1,032 -14%
MIM
1216
MTM Investment Management
South Carolina
$1.33M +$17.2K +84 +1%
AWP
1217
Accretive Wealth Partners
New Jersey
$1.33M +$29.1K +142 +2%
PA
1218
Profund Advisors
Maryland
$1.32M +$148K +723 +13%
PFBT
1219
Parkside Financial Bank & Trust
Missouri
$1.32M -$107K -523 -8%
SICM
1220
Sustainable Insight Capital Management
New York
$1.3M +$1.28M +6,263 New
TW
1221
TrinityPoint Wealth
Connecticut
$1.29M +$25.6K +125 +2%
PWA
1222
Physician Wealth Advisors
Utah
$1.29M
ERIM
1223
Eagle Ridge Investment Management
Connecticut
$1.29M
CL
1224
Choreo LLC
Illinois
$1.29M -$132K -643 -9%
MWM
1225
Massachusetts Wealth Management
Massachusetts
$1.29M +$1.3M +6,320 New

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.