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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
FW
2176
FirstPurpose Wealth
Utah
$217K +$215K +1,047 New
IFAM
2177
Institutional & Family Asset Management
Colorado
$216K +$410 +2 +0.2%
FLII
2178
First Long Island Investors
New York
$215K -$88.4K -431 -29%
ACA
2179
Atlas Capital Advisors
Wyoming
$214K
CFO
2180
Callan Family Office
Pennsylvania
$213K +$211K +1,030 New
BWM
2181
BlackDiamond Wealth Management
New York
$213K +$206K +1,003 New
SAF
2182
Smith Anglin Financial
Texas
$213K +$211K +1,028 New
AOI
2183
Auto-Owners Insurance
Michigan
$212K +$210K +1,022 New
AWS
2184
Aspen Wealth Strategies
Colorado
$211K +$209K +1,020 New
SOAG
2185
Silver Oak Advisory Group
Oregon
$210K -$31.4K -153 -13%
PFM
2186
Patton Fund Management
Texas
$210K +$208K +1,012 New
WKSWA
2187
White Knight Strategic Wealth Advisors
New Jersey
$210K +$208K +1,015 New
HCM
2188
Highview Capital Management
Illinois
$210K -$763K -3,718 -79%
AC
2189
Arjuna Capital
North Carolina
$209K +$207K +1,011 New
BFM
2190
Boothbay Fund Management
New York
$209K -$193K -940 -48%
SSWM
2191
Strait & Sound Wealth Management
California
$209K +$200K +974 New
BMWM
2192
Brown Miller Wealth Management
Virginia
$208K +$206K +1,006 New
GWM
2193
Gray Wealth Management
Maine
$208K +$206K +1,005 New
WFA
2194
WestHill Financial Advisors
California
$208K +$206K +1,004 New
CCM
2195
CAAS Capital Management
New York
$207K +$205K +1,000 New
LG
2196
LaFleur & Godfrey
Michigan
$207K +$205K +1,000 New
PPW
2197
Pasadena Private Wealth
California
$207K +$205K +1,000 New
IP
2198
Ignite Planners
California
$207K +$210K +1,023 New
MFC
2199
Mechanics Financial Corp
Ohio
$207K
FSA
2200
Franklin Street Advisors
North Carolina
$207K +$205K +999 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.