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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
SWM
2076
Stockman Wealth Management
Montana
$261K
CYG
2077
Clean Yield Group
Vermont
$260K -$59.9K -292 -19%
SWIG
2078
Strategic Wealth Investment Group
Kentucky
$260K +$19.5K +95 +8%
TCM
2079
Twin Capital Management
Pennsylvania
$260K +$257K +1,255 New
HDIM
2080
Hanson & Doremus Investment Management
Vermont
$259K +$5.33K +26 +2%
NPI
2081
New Perspectives Inc
Mississippi
$258K +$256K +1,248 New
LF
2082
Lantz Financial
Illinois
$258K +$23.6K +115 +10%
HCP
2083
Holt Capital Partners
Texas
$257K
CFA
2084
CWS Financial Advisors
Michigan
$257K -$6.77K -33 -3%
HFRG
2085
Houlihan Financial Resource Group
Virginia
$257K
RCWM
2086
Royal Capital Wealth Management
Indiana
$256K +$2.87K +14 +1%
TPWA
2087
TRUE Private Wealth Advisors
Oregon
$256K +$5.54K +27 +2%
ECA
2088
Elevated Capital Advisors
Utah
$256K
WMS
2089
Wealth Management Solutions
Pennsylvania
$255K
SRC
2090
Sage Rhino Capital
California
$254K -$8.41K -41 -3%
RSS
2091
Rosenblum Silverman Sutton
California
$254K
SAM
2092
Strategy Asset Managers
California
$254K +$5.13K +25 +2%
BCM
2093
Boltwood Capital Management
California
$254K -$13.3K -65 -5%
AWC
2094
Abundance Wealth Counselors
Pennsylvania
$253K -$15.2K -74 -6%
FB
2095
First Bancorp
Maine
$252K
JFL
2096
Jarislowsky, Fraser Ltd
Quebec, Canada
$252K -$15.4K -75 -6%
HWM
2097
Hohimer Wealth Management
Washington
$252K
IA
2098
Inspire Advisors
Idaho
$251K -$113K -552 -31%
POIA
2099
Pin Oak Investment Advisors
Texas
$251K
DWA
2100
Divergent Wealth Advisors
Utah
$251K -$18.1K -88 -7%

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.