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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
BC
1226
Bowman & Company
Wisconsin
$1.28M +$87K +424 +7%
BSA
1227
Bull Street Advisors
Georgia
$1.28M
MCA
1228
Magnolia Capital Advisors
Mississippi
$1.28M +$94.6K +461 +8%
TNBTD
1229
Trustmark National Bank Trust Department
Mississippi
$1.27M -$16.6K -81 -1%
FPAS
1230
Focus Partners Advisor Solutions
Missouri
$1.27M -$287K -1,400 -19%
BFW
1231
Brady Family Wealth
Missouri
$1.27M +$1.25M +6,115 New
PFS
1232
Physicians Financial Services
North Carolina
$1.27M
SC
1233
Searle & Co
Connecticut
$1.25M -$349K -1,700 -22%
PWP
1234
Principle Wealth Partners
Connecticut
$1.25M +$27.1K +132 +2%
SDH
1235
Sloy Dahl & Holst
Washington
$1.24M
JWBC
1236
J.W. Burns & Co
New York
$1.24M -$10.3K -50 -0.8%
M1FG
1237
Mach-1 Financial Group
Arkansas
$1.24M +$991K +4,830 +414%
EWM
1238
Elmwood Wealth Management
California
$1.24M
SFP
1239
Sweet Financial Partners
Minnesota
$1.24M -$47K -229 -4%
CCM
1240
Cox Capital Management
Massachusetts
$1.24M +$45.7K +223 +4%
MCWS
1241
McKinley Carter Wealth Services
West Virginia
$1.24M +$270K +1,316 +28%
AUB
1242
Atlantic Union Bankshares
Virginia
$1.24M -$43.7K -213 -3%
SW
1243
SlateStone Wealth
Florida
$1.24M +$108K +526 +10%
CFFP
1244
Center for Financial Planning
Michigan
$1.24M +$56.6K +276 +5%
CAC
1245
Core Alternative Capital
Georgia
$1.23M -$431K -2,099 -26%
AOWM
1246
Alpha Omega Wealth Management
Virginia
$1.23M
TWA
1247
TCI Wealth Advisors
Arizona
$1.22M -$17.8K -87 -1%
YIH
1248
Y-Intercept (HK)
Hong Kong
$1.22M -$2.22M -10,834 -65%
FPWM
1249
FSB Premier Wealth Management
Iowa
$1.22M
PHIC
1250
Pine Haven Investment Counsel
Massachusetts
$1.22M +$29.9K +146 +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.