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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
WHCI
2001
W.H. Cornerstone Investments
Massachusetts
$288K +$277K +1,352 New
GA
2002
Geller Advisors
New York
$288K +$10.5K +51 +4%
LFG
2003
Larson Financial Group
Missouri
$288K +$72.6K +354 +34%
CWM
2004
Campbell Wealth Management
Virginia
$288K +$410 +2 +0.1%
PF
2005
Parker Financial
Washington
$288K +$285K +1,390 New
NPA
2006
Nichols & Pratt Advisers
Massachusetts
$288K +$287K +1,400 New
PVM
2007
Palogic Value Management
Texas
$287K +$284K +1,387 New
HL
2008
HeadInvest LLC
Maine
$287K -$82K -400 -22%
WIC
2009
Woodmont Investment Counsel
Tennessee
$286K
SFA
2010
Souders Financial Advisors
Ohio
$286K +$1.03K +5 +0.4%
GCP
2011
GSA Capital Partners
United Kingdom
$286K -$214K -1,044 -43%
SFG
2012
Summit Financial Group
West Virginia
$286K
AIM
2013
AMI Investment Management
Indiana
$285K
AIM
2014
Athena Investment Management
California
$284K +$45.5K +222 +19%
NQWM
2015
Northwest Quadrant Wealth Management
Oregon
$284K +$1.03K +5 +0.4%
TLP
2016
Trinity Legacy Partners
Texas
$283K -$2.35M -11,463 -89%
BB
2017
Bell Bank
North Dakota
$283K -$44.7K -218 -14%
ML
2018
McAdam LLC
Pennsylvania
$283K -$12.3K -60 -5%
AWM
2019
Aevitas Wealth Management
Massachusetts
$282K +$1.23K +6 +0.4%
CCM
2020
Consolidated Capital Management
California
$282K +$3.28K +16 +1%
CWP
2021
Concord Wealth Partners
Virginia
$282K -$257K -1,253 -48%
KJHP
2022
K.J. Harrison & Partners
Ontario, Canada
$282K +$206K +1,005 New
FCCM
2023
First City Capital Management
Georgia
$282K +$279K +1,361 New
SIS
2024
Sound Income Strategies
Florida
$280K +$10.7K +52 +4%
FWM
2025
Focused Wealth Management
New York
$278K +$2.67K +13 +1%

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.