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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
SIM
1401
Sentry Investment Management
Wisconsin
$860K -$41.8K -204 -5%
SB
1402
Strategic Blueprint
Georgia
$859K -$142K -693 -14%
BFA
1403
BMS Financial Advisors
South Dakota
$850K -$73.4K -358 -8%
AF
1404
Aldebaran Financial
$849K -$5.13K -25 -0.6%
PCM
1405
Prana Capital Management
Connecticut
$849K +$841K +4,098 New
MPPW
1406
Mitchell & Pahl Private Wealth
Oklahoma
$848K -$55.8K -272 -6%
PP
1407
Paloma Partners
Connecticut
$847K +$839K +4,090 New
HP
1408
Hikari Power
Japan
$845K
ICG
1409
InterOcean Capital Group
Tennessee
$844K +$84.3K +411 +11%
PPC
1410
Park Place Capital
Alabama
$844K +$836K +4,075 New
FFM
1411
Forum Financial Management
Illinois
$844K -$5.95K -29 -0.7%
FNBSF
1412
First National Bank Sioux Falls
South Dakota
$842K
VWA
1413
Visionary Wealth Advisors
Illinois
$840K +$32.4K +158 +4%
SHWM
1414
Silicon Hills Wealth Management
Texas
$839K -$19.5K -95 -2%
ARMT
1415
Amica Retiree Medical Trust
Rhode Island
$838K +$342K +1,669 +70%
CI
1416
CX Institutional
Indiana
$837K +$526K +2,563 +173%
KCM
1417
Kanawha Capital Management
Virginia
$836K +$90.5K +441 +12%
FSA
1418
Fort Sheridan Advisors
Illinois
$834K +$20.3K +99 +3%
TA
1419
Tiedemann Advisors
New York
$834K +$6.15K +30 +0.8%
CAAS
1420
Capital Asset Advisory Services
Michigan
$834K +$222K +1,082 +37%
IP
1421
Isthmus Partners
Wisconsin
$830K
TTWM
1422
TCV Trust & Wealth Management
Virginia
$830K -$205 -1 -0%
S
1423
SimplyRich
California
$829K -$72.2K -352 -8%
BFS
1424
Bard Financial Services
Connecticut
$828K
RCA
1425
Rex Capital Advisors
Rhode Island
$828K

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.