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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
2026
Vision Capital Management
Oregon
$278K
MWPCG
2027
Measured Wealth Private Client Group
New Hampshire
$278K -$14.6K -71 -5%
PCS
2028
Personal CFO Solutions
New Jersey
$278K +$2.67K +13 +1%
CIP
2029
Convergence Investment Partners
Florida
$278K -$9.64K -47 -3%
CG
2030
Clarus Group
Texas
$277K +$410 +2 +0.1%
AIA
2031
Arbor Investment Advisors
North Carolina
$276K +$274K +1,334 New
FFM
2032
Flagstone Financial Management
Nebraska
$276K +$274K +1,334 New
EBA
2033
Eagle Bay Advisors
New York
$276K +$52.5K +256 +24%
PSP
2034
Pacific Sage Partners
Washington
$275K +$273K +1,330 New
FOA
2035
Five Oceans Advisors
California
$275K -$26.9K -131 -9%
PO
2036
Private Ocean
California
$274K -$34K -166 -11%
SHWM
2037
Smith & Howard Wealth Management
Georgia
$274K +$8.2K +40 +3%
CWC
2038
Carolinas Wealth Consulting
North Carolina
$274K +$18.1K +88 +7%
UAS
2039
United Asset Strategies
New York
$274K -$87.2K -425 -24%
TCOK
2040
Trust Company of Kansas
Kansas
$273K -$4.72K -23 -2%
EC
2041
EdgeRock Capital
Colorado
$273K
APW
2042
Austin Private Wealth
Texas
$271K +$15.6K +76 +6%
EP
2043
Edgestream Partners
New Jersey
$271K -$64.4K -314 -19%
PIFP
2044
Partners in Financial Planning
Virginia
$270K
MCM
2045
Morton Capital Management
California
$270K -$45.1K -220 -14%
HI
2046
Hudock Inc
Pennsylvania
$269K -$51.1K -249 -16%
MAM
2047
Marquette Asset Management
Minnesota
$269K -$61.5K -300 -19%
HCM
2048
Heathbridge Capital Management
Ontario, Canada
$269K
TF
2049
Talbot Financial
Washington
$269K +$267K +1,300 New
TPW
2050
Transatlantique Private Wealth
New York
$269K +$267K +1,300 New

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.