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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
TCM
1601
Traynor Capital Management
Pennsylvania
$601K +$18.3K +89 +3%
IGWM
1602
ICA Group Wealth Management
Colorado
$599K -$69.7K -340 -11%
GCM
1603
Gibraltar Capital Management
Oklahoma
$597K +$34.5K +168 +6%
LWAM
1604
Legacy Wealth Asset Management
Minnesota
$595K +$7.59K +37 +1%
FCAG
1605
First Capital Advisors Group
New Jersey
$595K -$42.3K -206 -7%
NHC
1606
Nicholas Hoffman & Company
Georgia
$593K +$13.1K +64 +2%
TW
1607
Transform Wealth
Colorado
$593K +$115K +559 +24%
WIA
1608
Westbourne Investment Advisors
Maryland
$590K -$9.64K -47 -2%
MC
1609
Machina Capital
France
$590K +$584K +2,848 New
WF
1610
WoodTrust Financial
Wisconsin
$589K
SG
1611
StoneX Group
New York
$589K +$583K +2,844 New
GLLW
1612
Graves Light Lenhart Wealth
Virginia
$587K -$25.6K -125 -4%
FFC
1613
First Financial Corp
Indiana
$586K
WA1
1614
Wimmer Associates 1
California
$585K
9WM
1615
9258 Wealth Management
Ohio
$585K -$58.3K -284 -9%
AP
1616
Advisors Preferred
Maryland
$584K +$577K +2,814 New
RGF
1617
Retirement Guys Formula
Ohio
$583K +$96.8K +472 +20%
TIMH
1618
Tilt Investment Management Holdings
New York
$583K +$577K +2,815 New
DI
1619
DAGCO Inc
Ohio
$583K -$37.7K -184 -6%
SPWG
1620
Syntegra Private Wealth Group
Missouri
$582K +$577K +2,813 New
CBT
1621
CoreFirst Bank & Trust
Kansas
$581K +$820 +4 +0.1%
GKIM
1622
GW&K Investment Management
Massachusetts
$580K -$138K -672 -19%
SHGA
1623
Sand Hill Global Advisors
California
$579K +$65.6K +320 +13%
DIA
1624
Dana Investment Advisors
Wisconsin
$579K +$77.1K +376 +16%
MMHP
1625
Murphy Middleton Hinkle & Parker
Georgia
$578K

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.