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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
SB
1276
Sunflower Bank
Texas
$1.16M -$86.1K -420 -7%
ORAM
1277
One River Asset Management
Connecticut
$1.15M +$1.13M +5,523 New
IFWM
1278
Institute for Wealth Management
Colorado
$1.15M -$118K -573 -9%
AIIMS
1279
Analyst IMS Investment Management Services
Israel
$1.14M +$257K +1,251 +30%
1SB
1280
1ST Source Bank
Indiana
$1.14M +$26.9K +131 +2%
VI
1281
Versor Investments
New York
$1.14M +$146K +710 +15%
APP
1282
Avantax Planning Partners
Iowa
$1.14M +$175K +854 +18%
ZIC
1283
ZWJ Investment Counsel
Georgia
$1.14M -$10.3K -50 -0.9%
MFGM
1284
Marshall Financial Group (Maryland)
Maryland
$1.13M -$6.36K -31 -0.6%
FNB
1285
Farmers National Bank
Kentucky
$1.13M +$7.38K +36 +0.7%
SVWAG
1286
Sound View Wealth Advisors Group
Georgia
$1.12M +$361K +1,759 +62%
WBC
1287
West Branch Capital
Massachusetts
$1.12M +$2.87K +14 +0.3%
SWK
1288
Stephen W. Kidder
$1.12M +$820K +4,000 +284%
HA
1289
Herold Advisors
New York
$1.12M +$205 +1 +0%
GWM
1290
Geneos Wealth Management
Colorado
$1.12M +$59.3K +289 +6%
PHS
1291
Pekin Hardy Strauss
Illinois
$1.11M +$4.51K +22 +0.4%
AW
1292
Alaethes Wealth
Nevada
$1.11M +$51.7K +252 +5%
BHIC
1293
Bassett Hargrove Investment Counsel
Delaware
$1.11M +$465K +2,268 +42%
GWAG
1294
Garrett Wealth Advisory Group
Texas
$1.11M -$34.7K -169 -3%
MME
1295
Meag Munich Ergo
Germany
$1.1M
PP
1296
Patten & Patten
Tennessee
$1.1M
GLR
1297
Great Lakes Retirement
Ohio
$1.1M +$1.09M +5,309 New
HPIA
1298
Hamilton Point Investment Advisors
North Carolina
$1.1M +$820 +4 +0.1%
HWA
1299
Heartwood Wealth Advisors
Virginia
$1.1M +$30.6K +149 +3%
JIC
1300
Joel Isaacson & Co
New York
$1.09M +$23.8K +116 +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.