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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
MG
1876
Mather Group
Illinois
$355K -$41.6K -203 -11%
JWM
1877
Jeppson Wealth Management
California
$355K +$15.2K +74 +5%
MMM
1878
Mendel Money Management
Illinois
$355K
SCP
1879
Stevens Capital Partners
Nebraska
$354K +$351K +1,712 New
SIC
1880
Samalin Investment Counsel
New York
$354K +$615 +3 +0.2%
FFG
1881
Ford Financial Group
California
$353K
TA
1882
Tectonic Advisors
Texas
$352K +$69.1K +337 +25%
CANC
1883
Culbertson A N & Co
Virginia
$352K +$91.3K +445 +35%
AW
1884
Avion Wealth
Texas
$351K
CFG
1885
Cooper Financial Group
California
$351K +$40.6K +198 +13%
MPW
1886
Monterey Private Wealth
California
$349K +$39.6K +193 +13%
AW
1887
Apricus Wealth
South Carolina
$349K -$46.1K -225 -12%
PCP
1888
Proficio Capital Partners
Massachusetts
$349K -$13.1K -64 -4%
GCM
1889
Gallacher Capital Management
Colorado
$349K +$345K +1,683 New
PMFA
1890
Plante Moran Financial Advisors
Michigan
$348K +$2.67K +13 +0.8%
AWS
1891
Arkfeld Wealth Strategies
Nebraska
$348K -$146K -710 -30%
PPG
1892
Peak Planning Group
Colorado
$347K -$11.7K -57 -3%
PP
1893
Pacifica Partners
Canada
$346K +$63.6K +310 +23%
BFAG
1894
Blackston Financial Advisory Group
Florida
$346K +$10.5K +51 +3%
4WM
1895
44 Wealth Management
Oregon
$346K -$4.31K -21 -1%
MCM
1896
Mitchell Capital Management
Kansas
$345K -$820 -4 -0.2%
WG
1897
Welch Group
Alabama
$345K +$41.2K +201 +14%
DBRC
1898
D.B. Root & Company
Pennsylvania
$343K +$6.56K +32 +2%
T
1899
TCWP
Ohio
$342K -$28.7K -140 -8%
TF
1900
Tompkins Financial
New York
$342K

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.