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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
SA
2051
SRH Advisors
Kansas
$269K
OAM
2052
Oak Asset Management
California
$269K -$2.05K -10 -0.8%
CWM
2053
Cahaba Wealth Management
Georgia
$268K +$820 +4 +0.3%
BA
2054
Ballast Advisors
Minnesota
$268K -$6.15K -30 -2%
ECM
2055
Elgethun Capital Management
South Dakota
$268K +$820 +4 +0.3%
FPFS
2056
First Personal Financial Services
North Carolina
$267K
SAA
2057
Southeast Asset Advisors
Georgia
$267K +$410 +2 +0.2%
FMN
2058
Financial Management Network
California
$267K +$205 +1 +0.1%
JF
2059
Jump Financial
Illinois
$267K -$2.03M -9,881 -88%
VC
2060
Vicus Capital
Pennsylvania
$267K -$5.54K -27 -2%
GWCM
2061
Godshalk Welsh Capital Management
Pennsylvania
$266K -$7.59K -37 -3%
CHA
2062
Cooper/Haims Advisors
New York
$266K
HC
2063
Hamilton Capital
Ohio
$265K +$13.7K +67 +6%
QFA
2064
Quantum Financial Advisors
California
$265K +$2.05K +10 +0.8%
IAA
2065
Independent Advisor Alliance
North Carolina
$265K +$121K +591 +1%
PHAM
2066
Palisades Hudson Asset Management
Florida
$264K
EWM
2067
EPG Wealth Management
Georgia
$264K -$1.64K -8 -0.6%
NCM
2068
NCM Capital Management
New Jersey
$263K
JWA
2069
JFS Wealth Advisors
Pennsylvania
$263K -$3.28K -16 -1%
KCFA
2070
Key Client Fiduciary Advisors
New Jersey
$262K +$260K +1,267 New
AFT
2071
Alpha Family Trust
California
$262K +$259K +1,265 New
Kayne Anderson Rudnick Investment Management
2072
Kayne Anderson Rudnick Investment Management
California
$262K
CAI
2073
Capital Advisors Inc
Oklahoma
$262K
TGAM
2074
TBH Global Asset Management
Tennessee
$262K +$259K +1,264 New
NCM
2075
Northside Capital Management
Oregon
$261K +$6.15K +30 +2%

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.