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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
TFS
1901
TrustCore Financial Services
Tennessee
$342K -$12.1K -59 -3%
BHA
1902
Beech Hill Advisors
New York
$341K +$9.44K +46 +3%
SXL
1903
Summit X LLC
Missouri
$340K -$12.9K -63 -4%
DIM
1904
Delta Investment Management
California
$340K +$43.7K +213 +15%
RCA
1905
Resonant Capital Advisors
Wisconsin
$339K +$336K +1,639 New
CS
1906
Cannell & Spears
New York
$339K -$41.4K -202 -11%
RB
1907
Renasant Bank
Mississippi
$339K +$4.1K +20 +1%
D
1908
Dentgroup
Louisiana
$338K
FCT
1909
First Community Trust
Iowa
$338K
AC
1910
ASB Consultores
Florida
$338K -$39.2K -191 -10%
HHGA
1911
Halbert Hargrove Global Advisors
California
$337K +$5.33K +26 +2%
RCG
1912
Regatta Capital Group
California
$337K +$615 +3 +0.2%
KOMWMG
1913
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$336K
EWM
1914
Evermay Wealth Management
Virginia
$335K -$150K -730 -31%
LA
1915
Legacy Advisors
Pennsylvania
$335K -$32.4K -158 -9%
TC
1916
Titleist Capital
Texas
$335K -$3.08K -15 -0.9%
LDFR
1917
Lehman & Derafelo Financial Resources
Pennsylvania
$335K
RFA
1918
RTD Financial Advisors
Pennsylvania
$333K -$23.4K -114 -7%
CIG
1919
Cairn Investment Group
Washington
$333K +$22.6K +110 +7%
BOS
1920
Bank of Stockton
California
$332K
BHBT
1921
Burke & Herbert Bank & Trust
Virginia
$332K
GAM
1922
Gould Asset Management
California
$331K -$8.2K -40 -2%
FHC
1923
First Heartland Consultants
Missouri
$331K -$20.3K -99 -6%
AA
1924
Alta Advisers
United Kingdom
$331K
MIM
1925
Macroview Investment Management
Maryland
$331K

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.