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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
TA
1576
TCM Advisors
West Virginia
$633K
TWM
1577
Thrive Wealth Management
Pennsylvania
$633K +$15.6K +76 +3%
KP
1578
Keel Point
Alabama
$632K +$27.9K +136 +5%
DAM
1579
Diamant Asset Management
Connecticut
$632K
SWM
1580
SeaCrest Wealth Management
New York
$630K +$20.5K +100 +3%
MSFS
1581
Main Street Financial Solutions
Pennsylvania
$627K +$150K +731 +32%
TAM
1582
Trillium Asset Management
Massachusetts
$626K -$55.6K -271 -8%
CG
1583
Clifford Group
Massachusetts
$625K +$619K +3,020 New
IA
1584
IFG Advisors
Missouri
$624K -$7.18K -35 -1%
HCA
1585
Harbour Capital Advisors
Virginia
$623K -$432K -2,105 -41%
CF
1586
Copperwynd Financial
Arizona
$623K -$820 -4 -0.1%
Dimensional Fund Advisors
1587
Dimensional Fund Advisors
Texas
$622K -$18.4M -89,949 -3%
NVIM
1588
New Vernon Investment Management
Illinois
$618K
DWA
1589
Dougherty Wealth Advisers
Minnesota
$613K
BCAM
1590
Boston Common Asset Management
Massachusetts
$610K +$7.79K +38 +1%
WA
1591
Waverly Advisors
Alabama
$609K +$127K +619 +27%
MFWP
1592
Mosaic Family Wealth Partners
Missouri
$609K +$603K +2,940 New
MW
1593
Marcum Wealth
Ohio
$607K +$24K +117 +4%
TSS
1594
Thomas Story & Son
Indiana
$606K
TC
1595
Truvestments Capital
Florida
$604K +$171K +833 +40%
ALAM
1596
Asahi Life Asset Management
Japan
$604K +$13.3K +65 +2%
CCS
1597
Concentric Capital Strategies
Connecticut
$603K -$1.88M -9,189 -76%
CHP
1598
Cable Hill Partners
Oregon
$602K -$7.79K -38 -1%
LSPW
1599
Lake Street Private Wealth
Illinois
$602K +$15.4K +75 +3%
VST
1600
Van Strum & Towne
California
$601K -$20.5K -100 -3%

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.