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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
SI
1476
Saxon Interests
Texas
$767K +$7.59K +37 +1%
TC
1477
Toews Corporation
New Jersey
$766K -$308K -1,500 -29%
DCM
1478
Dudley Capital Management
Virginia
$765K +$758K +3,695 New
AMG
1479
Advisors Management Group
Wisconsin
$760K +$8.2K +40 +1%
CCA
1480
Cottonwood Capital Advisors
Utah
$757K -$16.4K -80 -2%
MA
1481
MCF Advisors
Kentucky
$756K +$69.7K +340 +10%
LB
1482
Legacy Bridge
Iowa
$756K +$9.23K +45 +1%
PIM
1483
Perpetual Investment Management
Australia
$755K
FMTC
1484
Farmers & Merchants Trust Company
California
$754K -$43.5K -212 -6%
FCM
1485
Firestone Capital Management
Florida
$752K
BWM
1486
BNC Wealth Management
Oregon
$752K +$410 +2 +0.1%
DLA
1487
Douglas Lane & Associates
New York
$751K
PFM
1488
Parsec Financial Management
North Carolina
$750K -$15.8K -77 -2%
SW
1489
SkyOak Wealth
Michigan
$749K -$185K -900 -20%
BWA
1490
Burt Wealth Advisors
Maryland
$748K
GHAM
1491
Gilman Hill Asset Management
Connecticut
$746K +$52.5K +256 +8%
MJP
1492
Michael J. Puzo
$745K
TLFA
1493
True Link Financial Advisors
California
$745K
SBIA
1494
Sheaff Brock Investment Advisors
Indiana
$744K -$14.2K -69 -2%
LMKC
1495
L.M. Kohn & Company
Ohio
$744K -$15.6K -76 -2%
KC
1496
Knuff & Co
California
$743K
VC
1497
Veracity Capital
Georgia
$743K -$12.3K -60 -2%
FANJ
1498
Financial Architects (New Jersey)
New Jersey
$742K +$1.23K +6 +0.2%
TFP
1499
Tilia Fiduciary Partners
North Carolina
$738K +$218K +1,065 +43%
BWM
1500
Buckley Wealth Management
Nevada
$737K -$93.1K -454 -11%

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.