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
KTC
1701
Kistler-Tiffany Companies
Pennsylvania
$500K +$34.3K +167 +7%
WAM
1702
WFA Asset Management
Wisconsin
$499K +$6.15K +30 +1%
UAML
1703
US Asset Management LLC
Pennsylvania
$498K +$493K +2,406 New
DWM
1704
Drive Wealth Management
Utah
$498K +$77.3K +377 +19%
MIM
1705
Montgomery Investment Management
Maryland
$497K
1WM
1706
1900 Wealth Management
Texas
$496K +$2.26K +11 +0.5%
SSWG
1707
Seven Springs Wealth Group
Tennessee
$496K -$23.4K -114 -5%
HWA
1708
HHM Wealth Advisors
Tennessee
$495K
SC
1709
Schubert & Co
Texas
$495K -$4.1K -20 -0.8%
RMAM
1710
Raab & Moskowitz Asset Management
New Jersey
$495K +$14.4K +70 +3%
EA
1711
Ellsworth Advisors
Ohio
$494K +$483K +2,356 New
NAG
1712
Northstar Advisory Group
New Jersey
$493K +$81.2K +396 +20%
WI
1713
Wintrust Investments
Illinois
$491K -$108K -525 -18%
CCG
1714
Ceeto Capital Group
Florida
$491K +$5.33K +26 +1%
AWA
1715
Arkadios Wealth Advisors
Georgia
$491K -$16.4K -80 -3%
EWA
1716
EverSource Wealth Advisors
Alabama
$491K -$216K -1,053 -31%
VWM
1717
Venturi Wealth Management
Texas
$490K +$92.1K +449 +23%
HCMT
1718
Highland Capital Management (Tennessee)
Tennessee
$490K
AFS
1719
Annapolis Financial Services
Maryland
$490K -$94.8K -462 -16%
NEPPG
1720
New England Professional Planning Group
Rhode Island
$490K -$9.85K -48 -2%
ACM
1721
Armbruster Capital Management
New York
$488K
SIG
1722
Spinnaker Investment Group
California
$486K
MIFH
1723
Migdal Insurance & Financial Holdings
Israel
$486K
FA
1724
Financial Advisors
Massachusetts
$486K -$33.4K -163 -6%
SFWC
1725
Strategic Family Wealth Counselors
New Jersey
$485K -$410 -2 -0.1%

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.