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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
IAIM
1351
International Assets Investment Management
Florida
$994K +$8.31M +40,519 +989%
GC
1352
Grimes & Company
Massachusetts
$991K -$72K -351 -7%
JFGIW
1353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$989K -$165K -806 -14%
CFA
1354
Camarda Financial Advisors
Florida
$988K +$342K +1,666 +54%
KC
1355
Kenfarb & Co
Kentucky
$984K -$5.13K -25 -0.5%
MFG
1356
MidWestOne Financial Group
Iowa
$981K -$142K -694 -13%
BRA
1357
Biechele Royce Advisors
Indiana
$981K +$6.97K +34 +0.7%
MYIA
1358
Mount Yale Investment Advisors
Colorado
$973K +$69.1K +337 +8%
RWA
1359
River Wealth Advisors
Pennsylvania
$972K -$48.4K -236 -5%
SSWM
1360
Sheets Smith Wealth Management
North Carolina
$972K -$66.5K -324 -6%
VDI
1361
Vaughan David Investments
Illinois
$970K -$2.46K -12 -0.3%
DF
1362
Donoghue Forlines
Massachusetts
$968K +$494K +2,407 +106%
SFS
1363
Strategic Financial Services
New York
$967K -$1.55M -7,572 -62%
GSB
1364
Greenfield Savings Bank
Massachusetts
$967K -$205 -1 -0%
CIAS
1365
Capital Investment Advisory Services
North Carolina
$951K +$7.79K +38 +0.8%
CBNLCF
1366
Cognios Beta Neutral Large Cap Fund
Kansas
$950K +$941K +4,590 New
MWM
1367
Marion Wealth Management
Pennsylvania
$946K +$170K +831 +22%
HAIM
1368
Hunter Associates Investment Management
Pennsylvania
$939K
CAG
1369
Crestwood Advisors Group
Massachusetts
$938K -$82.5K -402 -8%
SIG
1370
Sky Investment Group
Connecticut
$935K +$50.3K +245 +6%
SGC
1371
Slocum, Gordon & Co
Rhode Island
$934K +$925K +4,509 New
NA
1372
Navellier & Associates
Nevada
$933K
SIA
1373
SkyView Investment Advisors
New Jersey
$931K -$76.3K -372 -8%
BIG
1374
Builder Investment Group
Georgia
$929K +$920K +4,486 New
NWM
1375
Northwest Wealth Management
Iowa
$927K -$134K -655 -13%

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.