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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
IP
1501
Intellectus Partners
California
$736K +$89.6K +437 +14%
DBT
1502
Dubuque Bank & Trust
Iowa
$736K -$12.1K -59 -2%
WEG
1503
World Equity Group
Illinois
$736K -$18.5K -90 -2%
BRC
1504
Bishop Rock Capital
New York
$728K -$1.55M -7,558 -68%
LGG
1505
Luts & Greenleigh Group
Maryland
$726K +$719K +3,506 New
JC
1506
JB Capital
Connecticut
$725K +$615 +3 +0.1%
GBA
1507
Garrison Bradford & Associates
New York
$722K
GPA
1508
Guerra Pan Advisors
New Jersey
$719K
CBA
1509
Coastal Bridge Advisors
Connecticut
$717K
IIC
1510
Ironwood Investment Counsel
Arizona
$713K +$44.3K +216 +7%
LHC
1511
Little House Capital
Massachusetts
$712K -$243K -1,183 -26%
AI
1512
AXS Investments
New York
$711K -$49.2K -240 -7%
HW
1513
Hancock Whitney
Mississippi
$711K -$39.8K -194 -5%
AG
1514
Algert Global
California
$711K +$705K +3,436 New
WA
1515
Wealth Alliance
New York
$711K -$33.8K -165 -5%
SIG
1516
Sargent Investment Group
Maryland
$711K
CSWG
1517
Cardinal Strategic Wealth Guidance
Kentucky
$710K -$29.7K -145 -4%
LT
1518
Legacy Trust
Michigan
$709K +$702K +3,422 New
HWAM
1519
Hennion & Walsh Asset Management
New Jersey
$708K -$33.6K -164 -5%
FAG
1520
Financial Advisory Group
Texas
$706K
PCM
1521
Pointe Capital Management
Michigan
$705K -$22.6K -110 -3%
HKAM
1522
Horizon Kinetics Asset Management
New York
$704K
SF
1523
SBK Financial
Virginia
$704K
BMM
1524
Buffington Mohr McNeal
Idaho
$702K
AG
1525
AIA Group
Hong Kong
$702K -$1.63M -7,951 -70%

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.