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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
VCM
1926
Vivaldi Capital Management
Illinois
$331K -$2.05K -10 -0.6%
MWM
1927
Mascoma Wealth Management
New Hampshire
$330K -$597K -2,912 -65%
RRA
1928
Round Rock Advisors
Connecticut
$330K -$1.03K -5 -0.3%
EIG
1929
Ellenbecker Investment Group
Wisconsin
$330K +$10.5K +51 +3%
CAMG
1930
CWA Asset Management Group
Florida
$330K +$8.2K +40 +3%
FAM
1931
Fenimore Asset Management
New York
$329K
BIP
1932
Blueprint Investment Partners
North Carolina
$328K -$68.5K -334 -17%
SN
1933
Sittner & Nelson
Oregon
$327K
GFP
1934
Gryphon Financial Partners
Ohio
$326K -$30.4K -148 -9%
MFG
1935
Menard Financial Group
Texas
$326K +$323K +1,574 New
WJA
1936
Willis Johnson & Associates
Texas
$325K -$67.9K -331 -17%
CIS
1937
Connors Investor Services
Pennsylvania
$324K
DCBT
1938
Dakota Community Bank & Trust
North Dakota
$324K -$28.7K -140 -8%
FCA
1939
FLC Capital Advisors
California
$323K +$320K +1,558 New
3IP
1940
3Chopt Investment Partners
Virginia
$322K +$319K +1,556 New
EBSAM
1941
Eubel Brady & Suttman Asset Management
Ohio
$322K +$2.26K +11 +0.7%
OCPWS
1942
One Charles Private Wealth Services
Massachusetts
$321K -$21.9K -107 -6%
GCM
1943
Gables Capital Management
Florida
$321K
BCM
1944
Blume Capital Management
California
$320K
SPWG
1945
Sage Private Wealth Group
Illinois
$320K -$9.85K -48 -3%
LTAS
1946
Linden Thomas Advisory Services
North Carolina
$319K +$316K +1,541 New
RW
1947
Rede Wealth
Virginia
$319K
BWM
1948
BerganKDV Wealth Management
Minnesota
$319K +$1.85K +9 +0.6%
AWM
1949
Avaii Wealth Management
Wisconsin
$318K -$49.6K -242 -14%
C
1950
Certuity
Florida
$318K +$99.7K +486 +46%

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.