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Union Pacific

2,375 hedge funds and large institutions have $98.1B invested in Union Pacific in 2023 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 928 increasing their positions, 919 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $2.83B | Put options by funds: $1.31B

6.43% more ownership

Funds ownership: 79%85.43% (+6.4%)

8% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 156

1% more repeat investments, than reductions

Existing positions increased: 928 | Existing positions reduced: 919

2% less capital invested

Capital invested by funds: $100B → $98.1B (-$2.12B)

2% less funds holding

Funds holding: 2,4202,375 (-45)

9% less funds holding in top 10

Funds holding in top 10: 6559 (-6)

Holders
2,375
Holders Change
-45
Holders Change %
-1.86%
% of All Funds
37.84%
Holding in Top 10
59
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.23%
% of All Funds
0.94%
New
168
Increased
928
Reduced
919
Closed
156
Calls
$2.83B
Puts
$1.31B
Net Calls
+$1.52B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
126
Allspring Global Investments
North Carolina
$91.5M -$81.2M -400,722 -47%
MGIM
127
M&G Investment Management
United Kingdom
$89.9M +$8.05M +39,736 +10%
SAM
128
Silvercrest Asset Management
New York
$88M -$9.3M -45,893 -9%
Westfield Capital Management
129
Westfield Capital Management
Massachusetts
$88M -$12.7M -62,589 -13%
Parnassus Investments
130
Parnassus Investments
California
$87.8M
Barclays
131
Barclays
United Kingdom
$86.8M -$121M -596,941 -58%
Aviva
132
Aviva
United Kingdom
$83.5M -$6.07M -29,935 -7%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$82M +$269K +1,325 +0.3%
AAM
134
Ardevora Asset Management
United Kingdom
$81.1M +$12.7M +62,479 +18%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$80.1M -$6.02M -29,686 -7%
Allianz Asset Management
136
Allianz Asset Management
Germany
$79.2M -$24.8M -122,391 -24%
Vontobel Holding
137
Vontobel Holding
Switzerland
$78.6M -$5.94M -29,320 -7%
ESCM
138
Echo Street Capital Management
New York
$78.4M -$2.57M -12,676 -3%
Korea Investment Corp
139
Korea Investment Corp
South Korea
$77.8M -$44.6M -220,216 -36%
WHRC
140
W.H. Reaves & Co
New Jersey
$76.6M -$192K -946 -0.2%
CF
141
Canoe Financial
Alberta, Canada
$76.4M +$76.9M +379,406 New
GT
142
Glenmede Trust
Pennsylvania
$75.2M +$4.53M +22,337 +6%
Cerity Partners
143
Cerity Partners
New York
$74.9M +$8.45M +41,699 +13%
D.E. Shaw & Co
144
D.E. Shaw & Co
New York
$73.6M +$8.04M +39,688 +12%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$73.6M -$310K -1,528 -0.4%
State of New Jersey Common Pension Fund D
146
State of New Jersey Common Pension Fund D
New Jersey
$72.9M -$967K -4,773 -1%
PWM
147
Perigon Wealth Management
California
$72.7M +$39.1K +193 +0.1%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$72.6M -$1.79M -8,843 -2%
SC
149
Saturna Capital
Washington
$72.1M +$10.2M +50,471 +16%
Schroder Investment Management Group
150
Schroder Investment Management Group
United Kingdom
$70.6M -$193M -952,578 -73%

UNP Hedge Fund Activity: Q1 2023 in Review

2,375 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q1 2023, worth a combined $98.1B — down 2.1% from $100B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new UNP positions and 156 closed out — a net gain of 12 holders — while 928 added to existing stakes and 919 trimmed.

The largest buyer was Capital International Investors, adding an estimated $1.34B. The largest seller was Capital World Investors, cutting an estimated $576M.

  • 2,375 institutional investors held Union Pacific (UNP) as of Q1 2023, down from 2,420 in Q4 2022.
  • Funds reported $98.1B of Union Pacific stock for Q1 2023, down 2.1% quarter-over-quarter.
  • 168 funds opened new Union Pacific positions in Q1 2023 and 156 closed out, a net change of +12 holders.
  • The largest Union Pacific buyer in Q1 2023 was Capital International Investors, an estimated $1.34B added.
  • The largest Union Pacific seller in Q1 2023 was Capital World Investors, an estimated $576M sold.

Based on aggregated 13F filings for Q1 2023.