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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
ZIM
1451
Zacks Investment Management
Illinois
$792K -$18.1K -88 -2%
IC
1452
Inscription Capital
Texas
$790K -$4.72K -23 -0.6%
BWM
1453
BigSur Wealth Management
Florida
$789K +$10.7K +52 +1%
SAM
1454
Sabadell Asset Management
Spain
$788K
PBO
1455
Peoples Bank (Ohio)
Ohio
$787K -$5.13K -25 -0.7%
ACM
1456
AlphaStar Capital Management
North Carolina
$787K +$16.4K +80 +2%
MAM
1457
Morse Asset Management
Connecticut
$787K -$30.8K -150 -4%
TPM
1458
Triasima Portfolio Management
Quebec, Canada
$786K -$278K -1,355 -26%
CT
1459
Columbia Trust
Oregon
$785K -$84.5K -412 -10%
CA
1460
Cornerstone Advisory
Maryland
$785K +$615 +3 +0.1%
VCA
1461
Verdence Capital Advisors
Maryland
$785K -$472K -2,303 -38%
SCI
1462
Stableford Capital II
Arizona
$782K +$11.7K +57 +2%
LOAMS
1463
Lombard Odier Asset Management (Switzerland)
Switzerland
$782K +$485K +2,365 +168%
GLA
1464
Good Life Advisors
Pennsylvania
$780K -$8.62K -42 -1%
AWM
1465
Axxcess Wealth Management
California
$780K +$25K +122 +3%
UF
1466
Univest Financial
Pennsylvania
$779K +$12.5K +61 +2%
SIC
1467
Salem Investment Counselors
North Carolina
$779K +$134K +651 +21%
WAAG
1468
Wealth Alliance Advisory Group
Kansas
$779K +$21.1K +103 +3%
RWA
1469
Roberts Wealth Advisors
California
$777K +$558K +2,720 +266%
RWB
1470
RMR Wealth Builders
New Jersey
$776K -$4.31K -21 -0.6%
HBW
1471
Hazlett, Burt & Watson
West Virginia
$775K -$1.64K -8 -0.2%
KCM
1472
Kendall Capital Management
Maryland
$774K -$43.7K -213 -5%
HBT
1473
Hills Bank & Trust
Iowa
$772K -$15K -73 -2%
WWM
1474
Windsor Wealth Management
Indiana
$771K -$410 -2 -0.1%
SWA
1475
Sutton Wealth Advisors
Florida
$769K -$109K -530 -12%

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.