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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
CBFP
2201
Cedar Brook Financial Partners
Ohio
$207K -$16.2K -79 -7%
DG
2202
DMC Group
Alabama
$205K +$203K +989 New
SOW
2203
State of Wyoming
Wyoming
$205K +$101K +494 +100%
IWN
2204
Independent Wealth Network
Iowa
$205K +$203K +988 New
ERIC
2205
Eagle Rock Investment Company
Georgia
$204K +$196K +954 New
UWPG
2206
Ullmann Wealth Partners Group
Florida
$204K -$12.9K -63 -6%
AMBIA
2207
Allen Mooney & Barnes Investment Advisors
Georgia
$203K +$201K +979 New
CCM
2208
Canal Capital Management
Virginia
$202K +$200K +974 New
SGK
2209
Steigerwald Gordon & Koch
Virginia
$201K +$199K +971 New
LDB
2210
Lee, Danner & Bass
Tennessee
$201K +$199K +970 New
CMA
2211
Cedar Mountain Advisors
Oregon
$201K
CWM
2212
Curi Wealth Management
North Carolina
$200K -$128K -623 -39%
HIM
2213
Harbour Investment Management
Washington
$200K +$198K +967 New
LS
2214
Livforsakringsbolaget Skandia
Sweden
$199K -$396K -1,930 -67%
MFA
2215
McClarren Financial Advisors
Pennsylvania
$197K
CAL
2216
Capital Advisors Ltd
Ohio
$194K +$84.1K +410 +42%
OSNBOA
2217
Old Second National Bank of Aurora
Illinois
$189K
HIM
2218
Hillsdale Investment Management
Ontario, Canada
$186K +$45.1K +220 +32%
JFA
2219
JNBA Financial Advisors
Minnesota
$186K -$7.59K -37 -4%
RCG
2220
Rock Creek Group
District of Columbia
$186K -$23.4K -114 -11%
BAAM
2221
Baker Avenue Asset Management
California
$184K -$101K -494 -36%
FCA
2222
Fortis Capital Advisors
Kansas
$181K +$179K +872 New
GG
2223
Gleason Group
Kentucky
$180K +$1.23K +6 +0.7%
RTC
2224
Riverview Trust Company
Washington
$178K -$129K -630 -42%
WOC
2225
West Oak Capital
California
$175K

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.