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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
FWTB
1426
First Western Trust Bank
Colorado
$824K -$4.26M -20,763 -84%
BCFD
1427
Boit C.F. David
$823K
CWP
1428
Curated Wealth Partners
California
$821K +$65.4K +319 +9%
V
1429
VeraBank
Texas
$818K -$117K -572 -13%
OCM
1430
Orser Capital Management
Texas
$817K -$24.6K -120 -3%
FCB
1431
First Command Bank
Texas
$817K
FCFS
1432
First Command Financial Services
Texas
$817K
NW
1433
Naviter Wealth
Arkansas
$815K +$105K +512 +15%
ASBI
1434
American State Bank (Iowa)
Iowa
$815K +$33K +161 +4%
IFS
1435
Intelligent Financial Strategies
Minnesota
$813K +$133K +647 +20%
Financial Engines Advisors
1436
Financial Engines Advisors
California
$812K -$63K -307 -7%
JWCA
1437
J.W. Coons Advisors
Ohio
$812K -$4.1K -20 -0.5%
BWP
1438
BSW Wealth Partners
Colorado
$811K +$91.9K +448 +13%
NB
1439
Nicolet Bankshares
Wisconsin
$809K +$76.1K +371 +10%
GAMC
1440
Garner Asset Management Corp
Texas
$808K +$2.05K +10 +0.3%
QI
1441
Qtron Investments
Massachusetts
$808K -$587K -2,862 -42%
GG
1442
Golden Green
South Carolina
$803K -$17.2K -84 -2%
MCCP
1443
Mission Creek Capital Partners
California
$802K -$16.2K -79 -2%
RZH
1444
Relyea Zuckerberg Hanson
Connecticut
$802K +$57K +278 +8%
MSCM
1445
McElhenny Sheffield Capital Management
Texas
$797K -$157K -766 -17%
LA
1446
Lynch & Associates
Indiana
$795K +$26K +127 +3%
VT
1447
Vise Technologies
New York
$795K -$75.5K -368 -9%
KC
1448
Kingfisher Capital
North Carolina
$795K +$3.28K +16 +0.4%
SBL
1449
Sargent Bickham Lagudis
Colorado
$794K +$39.4K +192 +5%
MCM
1450
McRae Capital Management
New Jersey
$792K -$229K -1,117 -23%

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.