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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
CPWA
1676
Cerro Pacific Wealth Advisors
California
$522K -$113K -553 -18%
MAM
1677
Marotta Asset Management
Virginia
$521K -$2.67K -13 -0.5%
MA
1678
MONECO Advisors
Connecticut
$520K +$22.6K +110 +5%
PWMG
1679
Prestige Wealth Management Group
New Jersey
$519K -$10.5K -51 -2%
JSW
1680
Journey Strategic Wealth
New Jersey
$519K +$91.3K +445 +22%
JCA
1681
Jade Capital Advisors
New Jersey
$518K +$513K +2,500 New
SW
1682
SMART Wealth
Nebraska
$516K +$511K +2,493 New
KFP
1683
KB Financial Partners
New Jersey
$516K -$26.5K -129 -5%
MP
1684
McDonald Partners
Ohio
$516K +$205 +1 +0%
OMC
1685
Overbrook Management Corp
New York
$514K
CFO
1686
CVA Family Office
Colorado
$513K -$55K -268 -10%
PWPS
1687
Pinnacle Wealth Planning Services
Ohio
$512K -$117K -568 -19%
CCM
1688
Carlson Capital Management
Minnesota
$511K -$9.64K -47 -2%
LPAM
1689
Lodestar Private Asset Management
California
$511K +$506K +2,466 New
JSL
1690
JT Stratford LLC
Georgia
$507K +$25K +122 +5%
SMWM
1691
Silvia McColl Wealth Management
California
$506K +$501K +2,443 New
TIA
1692
Traphagen Investment Advisors
New Jersey
$504K +$14.2K +69 +3%
BFG
1693
Berger Financial Group
Minnesota
$504K -$1.64K -8 -0.3%
RIA
1694
Richwood Investment Advisors
Ohio
$503K -$35.3K -172 -7%
LWMG
1695
Levy Wealth Management Group
Pennsylvania
$502K -$2.87K -14 -0.6%
BDF
1696
Black Diamond Financial
Maryland
$502K +$497K +2,423 New
AA
1697
Apriem Advisors
California
$500K +$11.3K +55 +2%
WAP
1698
Wealthcare Advisory Partners
Pennsylvania
$500K +$56.8K +277 +13%
BFIC
1699
Bedell Frazier Investment Counselling
California
$500K
FCP
1700
Fidelis Capital Partners
Florida
$500K +$485K +2,364 New

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.