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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
1WA
1251
180 Wealth Advisors
Washington
$1.21M +$108K +528 +10%
DI
1252
DFPG Investments
Utah
$1.21M +$917K +4,471 +374%
DC
1253
DeDora Capital
California
$1.21M +$4.1K +20 +0.3%
CSPIA
1254
Cary Street Partners Investment Advisory
Virginia
$1.2M -$68.9K -336 -5%
CF
1255
Centaurus Financial
California
$1.2M -$24.6K -120 -2%
SCP
1256
Syntal Capital Partners
Texas
$1.2M +$112K +547 +10%
FNWM
1257
Financial Network Wealth Management
Utah
$1.2M
WANY
1258
Wealthspire Advisors (New York)
New York
$1.2M +$201K +981 +20%
CIM
1259
CIM Investment Management
Pennsylvania
$1.19M -$32.2K -157 -3%
SRC
1260
Shufro Rose & Co
New York
$1.19M
AFS
1261
Aft Forsyth & Sober
Florida
$1.19M
HI
1262
Harbour Investments
Wisconsin
$1.19M +$271K +1,321 +30%
ECM
1263
Exchange Capital Management
Michigan
$1.19M -$60.7K -296 -5%
FPCM
1264
Financial Partners Capital Management
New York
$1.19M +$101K +490 +9%
AT
1265
American Trust
Kentucky
$1.19M -$64K -312 -5%
AWM
1266
Aberdeen Wealth Management
Illinois
$1.19M
ISWM
1267
Independent Solutions Wealth Management
New York
$1.18M +$745K +3,631 +175%
SWS
1268
SYSTM Wealth Solutions
Illinois
$1.18M +$1.17M +5,705 New
BPCA
1269
Bank Pictet & Cie (Asia)
Singapore
$1.18M +$140K +684 +14%
SL
1270
Summitry LLC
California
$1.18M -$89.2K -435 -7%
NFP
1271
NorthLanding Financial Partners
New York
$1.18M +$5.13K +25 +0.4%
ACM
1272
Advisors Capital Management
New Jersey
$1.17M +$9.85K +48 +0.9%
HCM
1273
Hutchinson Capital Management
California
$1.17M -$23.6K -115 -2%
SIA
1274
Schechter Investment Advisors
Michigan
$1.17M -$21.7K -106 -2%
VNA
1275
Valley National Advisers
Pennsylvania
$1.17M +$2.67K +13 +0.2%

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.