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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
1651
Teza Capital Management
Illinois
$549K -$1.59M -7,755 -75%
QT
1652
Quantamental Technologies
New York
$549K +$544K +2,653 New
MFA
1653
Mayflower Financial Advisors
Massachusetts
$546K +$236K +1,153 +78%
1W
1654
1776 Wealth
Georgia
$546K +$45.5K +222 +9%
SWP
1655
Strategic Wealth Partners
Ohio
$545K +$50.9K +248 +10%
SG Americas Securities
1656
SG Americas Securities
New York
$545K -$3.85M -18,767 -88%
EWM
1657
Edge Wealth Management
New York
$544K
MPIA
1658
Mountain Pacific Investment Advisers
Idaho
$544K
LCM
1659
Legato Capital Management
California
$544K +$539K +2,628 New
ACA
1660
Ackerman Capital Advisors
Texas
$539K
CFSG
1661
Clark Financial Services Group
Missouri
$538K -$11.7K -57 -2%
IAS
1662
Insigneo Advisory Services
Florida
$538K +$533K +2,598 New
SSG
1663
Summit Securities Group
New York
$537K -$42.3K -206 -7%
RIA
1664
Realta Investment Advisors
Delaware
$534K +$22.8K +111 +4%
CWM
1665
CarsonAllaria Wealth Management
Illinois
$533K -$21.1K -103 -4%
RSWM
1666
Robertson Stephens Wealth Management
California
$532K -$25.6K -125 -5%
DBG
1667
De Burlo Group
Massachusetts
$531K
ICM
1668
IMS Capital Management
Oregon
$531K
WI
1669
WrapManager Inc
California
$528K +$4.31K +21 +0.8%
HPM
1670
Hoxton Planning & Management
West Virginia
$527K +$522K +2,545 New
EA
1671
Evolution Advisers
Virginia
$523K -$59.9K -292 -10%
MCC
1672
Malaga Cove Capital
California
$522K +$127K +617 +32%
CMS
1673
Capital Market Strategies
Florida
$522K +$11.3K +55 +2%
AF
1674
Advisornet Financial
Minnesota
$522K -$41.4K -202 -7%
BPFA
1675
Barnes Pettey Financial Advisors
Mississippi
$522K

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.