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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
CCM
1976
Crew Capital Management
Ohio
$303K -$34K -166 -10%
PWM
1977
Prentice Wealth Management
New York
$303K +$27.7K +135 +10%
OPPS
1978
Obsidian Personal Planning Solutions
Maryland
$303K -$21.7K -106 -7%
EWM
1979
Endurance Wealth Management
Rhode Island
$303K -$9.64K -47 -3%
AA
1980
Advisory Alpha
Michigan
$300K -$25.4K -124 -8%
FPCP
1981
Fort Point Capital Partners
California
$300K -$10.5K -51 -3%
ESBC
1982
E.S. Barr & Co
Kentucky
$299K
DW
1983
Domani Wealth
Pennsylvania
$299K +$1.64K +8 +0.6%
PWA
1984
Providence Wealth Advisors
Illinois
$298K
EWA
1985
Exencial Wealth Advisors
Oklahoma
$298K +$26.7K +130 +10%
RIA
1986
Regal Investment Advisors
Michigan
$297K +$294K +1,434 New
CCA
1987
Cobblestone Capital Advisors
New York
$296K +$3.49K +17 +1%
SAM
1988
Secure Asset Management
Michigan
$295K +$1.64K +8 +0.6%
LAM
1989
L2 Asset Management
Massachusetts
$294K +$34K +166 +13%
FFA
1990
Founders Financial Alliance
North Carolina
$294K -$66.9K -326 -19%
HBT
1991
Heartland Bank & Trust
Illinois
$293K -$10.3K -50 -3%
SFG
1992
Sterling Financial Group
California
$293K +$290K +1,416 New
MTIC
1993
Missouri Trust & Investment Company
Missouri
$293K -$10.3K -50 -3%
KA
1994
Kovack Advisors
Florida
$292K -$29.9K -146 -9%
WFI
1995
West Family Investments
California
$292K +$289K +1,408 New
GFPC
1996
Global Financial Private Client
Florida
$291K +$2.05K +10 +0.7%
FC
1997
Forte Capital
New York
$291K +$14.2K +69 +5%
MC
1998
Maverick Capital
Texas
$291K +$288K +1,405 New
BA
1999
Bluesphere Advisors
Pennsylvania
$289K
MC
2000
Montag & Caldwell
Georgia
$288K

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.