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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
AC
1301
AXQ Capital
New Jersey
$1.09M +$1.08M +5,280 New
LWAC
1302
Laurel Wealth Advisors (California)
California
$1.09M +$112K +547 +12%
TH
1303
TCTC Holdings
Texas
$1.09M -$20.5K -100 -2%
HCM
1304
HMS Capital Management
Tennessee
$1.09M -$232K -1,133 -18%
OIA
1305
Optimum Investment Advisors
Illinois
$1.09M -$379K -1,850 -26%
RWP
1306
Ridgecrest Wealth Partners
California
$1.09M
KFS
1307
Kurt F. Somerville
$1.09M
FFP
1308
FourThought Financial Partners
Florida
$1.08M +$1.07M +5,231 New
GA
1309
Gateway Advisory
New Jersey
$1.08M +$2.67K +13 +0.2%
SWM
1310
Spire Wealth Management
Virginia
$1.08M +$159K +775 +17%
MAM
1311
Mastrapasqua Asset Management
Tennessee
$1.08M -$12.3K -60 -1%
CA
1312
Commerzbank Aktiengesellschaft
Germany
$1.08M +$351K +1,711 +49%
CWP
1313
CFM Wealth Partners
Texas
$1.08M -$43.5K -212 -4%
TCI Fund Management
1314
TCI Fund Management
United Kingdom
$1.07M -$1.13B -5,528,907 -100%
RBC
1315
Romano Brothers & Co
Illinois
$1.07M +$1.64K +8 +0.2%
GD
1316
Grandfield & Dodd
New York
$1.07M -$20.5K -100 -2%
FFA
1317
First Foundation Advisors
California
$1.07M +$36.7K +179 +4%
CM
1318
Capula Management
Cayman Islands
$1.06M +$633K +3,088 +151%
EM
1319
Excalibur Management
Massachusetts
$1.06M +$31.8K +155 +3%
LSA
1320
Lion Street Advisors
Texas
$1.05M +$7.38K +36 +0.8%
GWM
1321
GDS Wealth Management
Texas
$1.05M -$258K -1,259 -20%
BFA
1322
Beaumont Financial Advisors
Massachusetts
$1.05M -$204K -996 -16%
AWE
1323
Avidian Wealth Enterprises
Texas
$1.05M +$498K +2,426 +92%
PAM
1324
Palisade Asset Management
Minnesota
$1.05M +$11.1K +54 +1%
EFL
1325
ERn Financial LLC
Wisconsin
$1.04M +$13.9K +68 +1%

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.