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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
WIS
1376
Wright Investors Service
Connecticut
$920K +$530K +2,585 +139%
IFG
1377
Independent Financial Group
California
$918K -$7.59K -37 -0.8%
CFD
1378
Creative Financial Designs
Indiana
$914K +$73.8K +360 +9%
ACP
1379
Aviance Capital Partners
Florida
$911K +$71.2K +347 +9%
MFG
1380
Magnus Financial Group
New York
$907K +$35.3K +172 +4%
GDP
1381
Great Diamond Partners
Maine
$902K -$77.9K -380 -8%
WP
1382
WealthSource Partners
California
$900K +$37.3K +182 +4%
CP
1383
Cumberland Partners
Ontario, Canada
$897K -$760K -3,705 -46%
WPC
1384
Waters Parkerson & Co
Louisiana
$896K +$15K +73 +2%
AB
1385
Atlas Brown
Kentucky
$892K
WPW
1386
Waldron Private Wealth
Pennsylvania
$892K
PCA
1387
Personal Capital Advisors
California
$882K -$6.97K -34 -0.8%
CP
1388
Covenant Partners
Tennessee
$880K -$274K -1,334 -24%
BCM
1389
Barden Capital Management
Texas
$878K +$131K +638 +18%
IIA
1390
Integral Investment Advisors
California
$877K
WB
1391
Webster Bank
Connecticut
$876K -$51.3K -250 -6%
CG
1392
Cutler Group
California
$875K -$1.54M -7,512 -64%
MCM
1393
Maple Capital Management
Vermont
$875K +$7.38K +36 +0.9%
PFG
1394
Peterson Financial Group
Iowa
$874K -$466K -2,273 -35%
PP
1395
Patron Partners
Texas
$870K -$7.38K -36 -0.8%
EFSCE
1396
Enterprise Financial Services Corp (EFSC)
Missouri
$868K -$1.23K -6 -0.1%
USCWA
1397
U.S. Capital Wealth Advisors
Texas
$865K +$4.72K +23 +0.6%
AWM
1398
Aries Wealth Management
Maine
$863K
SFO
1399
Stokes Family Office
Louisiana
$861K -$406K -1,981 -32%
AIA
1400
Alera Investment Advisors
Illinois
$860K -$15K -73 -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.