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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
PWP
1776
Phillips Wealth Planners
Mississippi
$438K +$436K +2,126 New
FWM
1777
Forza Wealth Management
Florida
$438K +$434K +2,115 New
PP
1778
PDS Planning
Ohio
$438K -$15.2K -74 -3%
APA
1779
Astoria Portfolio Advisors
New York
$437K +$67.3K +328 +19%
DI
1780
Diligent Investors
California
$437K +$4.72K +23 +1%
BBA
1781
BLB&B Advisors
Pennsylvania
$437K -$30.8K -150 -7%
RVPG
1782
Relative Value Partners Group
$437K +$2.05K +10 +0.5%
PCH
1783
PGIM Custom Harvest
New Jersey
$435K +$431K +2,102 New
EVM
1784
Evelyn V. Moreno
$435K -$55.6K -271 -11%
LC
1785
Lavaca Capital
Texas
$434K +$431K +2,100 New
FFA
1786
Farther Finance Advisors
California
$432K +$428K +2,085 New
DS
1787
DRW Securities
Illinois
$431K +$427K +2,082 New
CCIA
1788
Campbell & Co Investment Adviser
Maryland
$431K -$128K -625 -23%
WPWM
1789
Western Pacific Wealth Management
Illinois
$428K +$4.92K +24 +1%
EWS
1790
Evergreen Wealth Solutions
Pennsylvania
$428K +$24K +117 +6%
IAG
1791
Ipsen Advisor Group
Arkansas
$426K +$422K +2,057 New
EA
1792
Eclectic Associates
California
$424K +$5.74K +28 +1%
PPP
1793
Private Portfolio Partners
New Jersey
$424K +$2.67K +13 +0.6%
SFP
1794
Shepherd Financial Partners
Massachusetts
$422K +$19.5K +95 +5%
GA
1795
Greenhaven Associates
New York
$421K
EF
1796
Empowered Funds
Pennsylvania
$420K +$416K +2,027 New
HCMG
1797
Howard Capital Management Group
California
$419K -$35.9K -175 -8%
DA
1798
Detalus Advisors
Missouri
$417K +$2.87K +14 +0.7%
HFM
1799
Harvest Fund Management
China
$417K -$96.8K -472 -19%
WPC
1800
Wedmont Private Capital
Pennsylvania
$417K -$174K -848 -30%

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.