We are live on ! Find out more
UNP icon

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
GWS
1551
Glassman Wealth Services
Virginia
$668K -$10.5K -51 -2%
Alyeska Investment Group
1552
Alyeska Investment Group
Illinois
$665K +$659K +3,212 New
OPA
1553
Old Port Advisors
Maine
$664K -$23.2K -113 -3%
IBOK
1554
Independence Bank of Kentucky
Kentucky
$663K -$3.28K -16 -0.5%
AWP
1555
Abacus Wealth Partners
California
$662K -$23.4K -114 -3%
SAG
1556
SageView Advisory Group
California
$662K +$656K +3,196 New
AAMC
1557
Asset Allocation & Management Company
Illinois
$661K -$248K -1,210 -27%
PTB
1558
Pioneer Trust Bank
Oregon
$658K
CPSC
1559
Carl P. Sherr & Co
Massachusetts
$656K
RCA
1560
Ranch Capital Advisors
Florida
$655K -$48.8K -238 -7%
IIA
1561
ICW Investment Advisors
Arizona
$654K +$23.6K +115 +4%
BMCM
1562
Burns Matteson Capital Management
New York
$653K +$7.18K +35 +1%
GFS
1563
GYL Financial Synergies
Connecticut
$652K +$16K +78 +3%
TWA
1564
Tillar-Wenstrup Advisors
Ohio
$651K
VCM
1565
Violich Capital Management
California
$650K -$71.8K -350 -10%
KWM
1566
Kolinsky Wealth Management
New Jersey
$649K +$11.1K +54 +2%
SC
1567
Steph & Co
Wisconsin
$647K +$16.6K +81 +3%
TPA
1568
Trivium Point Advisory
Connecticut
$646K -$615 -3 -0.1%
AWA
1569
Aaron Wealth Advisors
Illinois
$645K +$369K +1,801 +137%
EL
1570
Essex LLC
Illinois
$645K +$8.2K +40 +1%
PEA
1571
Park Edge Advisors
Ohio
$644K +$638K +3,111 New
BMA
1572
Brooks Moore & Associates
Tennessee
$644K
DFG
1573
Delta Financial Group
New Jersey
$642K +$626K +3,052 New
HNWAG
1574
High Net Worth Advisory Group
Florida
$639K -$151K -735 -19%
AWAG
1575
ARS Wealth Advisors Group
Florida
$636K -$114K -554 -15%

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.