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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
CA
1726
Cortland Associates
Missouri
$484K -$86.1K -420 -15%
ST
1727
Sentinel Trust
Texas
$483K -$2.05K -10 -0.4%
LWM
1728
LJI Wealth Management
Indiana
$483K +$478K +2,332 New
GC
1729
Garde Capital
Washington
$482K -$48.2K -235 -9%
SP
1730
Successful Portfolios
Florida
$482K -$3.28K -16 -0.7%
HCM
1731
Hengehold Capital Management
Ohio
$480K +$205 +1 +0%
IWA
1732
Intercontinental Wealth Advisors
Texas
$479K -$21.7K -106 -4%
PFGIA
1733
Patriot Financial Group Insurance Agency
Massachusetts
$479K +$40.2K +196 +9%
WA
1734
Wambolt & Associates
Colorado
$479K -$11.3K -55 -2%
SJIM
1735
St. Johns Investment Management
Florida
$478K -$16.8K -82 -3%
WPA
1736
West Paces Advisors
Georgia
$477K +$18.1K +88 +4%
HCA
1737
Heck Capital Advisors
Wisconsin
$476K +$5.54K +27 +1%
BAM
1738
Blueshift Asset Management
New Jersey
$474K -$960K -4,680 -67%
WCA
1739
Waypoint Capital Advisors
Minnesota
$473K -$9.85K -48 -2%
RWM
1740
Refined Wealth Management
Utah
$473K +$2.67K +13 +0.6%
MAM
1741
McLean Asset Management
Virginia
$473K +$410 +2 +0.1%
AWM
1742
AAF Wealth Management
Massachusetts
$472K +$227K +1,108 +95%
SMH
1743
Sanders Morris Harris
Texas
$471K +$15.4K +75 +3%
HIC
1744
Harvey Investment Company
Kentucky
$471K
CG
1745
Corundum Group
Colorado
$469K
MAM
1746
Mystic Asset Management
Rhode Island
$469K -$3.69K -18 -0.8%
MIC
1747
Means Investment Company
Maine
$469K +$615 +3 +0.1%
SDWIA
1748
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$467K
TFA
1749
Trinity Financial Advisors
Ohio
$466K
QC
1750
Quent Capital
New York
$465K +$24.2K +118 +6%

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.