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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
NED
1826
Nancy E. Dempze
$395K -$3.08K -15 -0.8%
GSIS
1827
Global Strategic Investment Solutions
Arizona
$395K +$1.23K +6 +0.3%
ATC
1828
Adirondack Trust Company
New York
$394K +$820 +4 +0.2%
DAM
1829
Delta Asset Management
Tennessee
$394K +$5.54K +27 +1%
BFC
1830
Bedel Financial Consulting
Indiana
$393K
SPWM
1831
Schrum Private Wealth Management
Florida
$393K
MHR
1832
Matthew Hamilton Rosenberg
$392K -$8.82K -43 -2%
MKC
1833
M. Kraus & Co
Vermont
$392K +$2.26K +11 +0.6%
WA
1834
Waddell & Associates
Tennessee
$392K -$5.54K -27 -1%
TC
1835
Trust Company
Kansas
$392K +$3.9K +19 +1%
TF
1836
Trek Financial
Arizona
$391K +$45.5K +222 +13%
FPGK
1837
Financial Partners Group (Kansas)
Kansas
$390K +$13.9K +68 +4%
IWA
1838
Icon Wealth Advisors
Texas
$388K
OW
1839
Olistico Wealth
Oklahoma
$386K +$383K +1,866 New
VAM
1840
Verity Asset Management
North Carolina
$384K -$17.2K -84 -4%
TFCP
1841
Twin Focus Capital Partners
Massachusetts
$384K +$3.69K +18 +1%
GWM
1842
Greenwich Wealth Management
Connecticut
$384K -$5.13K -25 -1%
PWM
1843
PBMares Wealth Management
Virginia
$383K -$72.8K -355 -16%
HIG
1844
Heritage Investment Group
Florida
$382K -$83.1K -405 -18%
WP
1845
Westmount Partners
California
$382K +$378K +1,843 New
AFP
1846
Alpha Financial Partners
Kentucky
$380K +$376K +1,835 New
CPA
1847
Cardiff Park Advisors
California
$378K -$5.95K -29 -2%
XWM
1848
Xcel Wealth Management
Florida
$377K +$41K +200 +12%
FMTCOCP
1849
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$377K
Aristotle Capital Management
1850
Aristotle Capital Management
California
$377K

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.