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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
DP
201
Dearborn Partners
Illinois
$47.7M -$592K -2,888 -1%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$47.5M -$1.73M -8,426 -4%
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$47.1M -$17.1M -83,217 -27%
Creative Planning
204
Creative Planning
Kansas
$46.9M +$2.62M +12,782 +6%
LWCFA
205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.9M +$1.48M +7,211 +3%
Handelsbanken Fonder
206
Handelsbanken Fonder
Sweden
$46.4M +$4.03M +19,670 +10%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$46M +$4.57M +22,279 +11%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$45.9M +$1.3M +6,352 +3%
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$45.8M +$833K +4,060 +2%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$45.7M +$1.04M +5,082 +2%
NIM
211
Northeast Investment Management
Massachusetts
$45.6M -$392K -1,909 -0.9%
BG
212
Bahl & Gaynor
Ohio
$45.3M -$631K -3,077 -1%
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$45.1M -$20.8M -101,463 -32%
HC
214
Henshaw Capital
Massachusetts
$45M -$890K -4,341 -2%
CI
215
Cambiar Investors
Colorado
$45M -$310K -1,510 -0.7%
AT
216
AMF Tjänstepension
Sweden
$44.9M +$242K +1,180 +0.5%
AAM
217
Abeille Asset Management
France
$44.8M -$185K -901 -0.5%
AQR Capital Management
218
AQR Capital Management
Connecticut
$44.4M -$8.02M -39,113 -15%
SFG
219
Sather Financial Group
Texas
$44.3M +$8.83M +43,029 +25%
SW
220
SVB Wealth
Massachusetts
$44.2M -$611K -2,977 -1%
Bank of Nova Scotia
221
Bank of Nova Scotia
Ontario, Canada
$44.1M +$3.91M +19,048 +10%
UB
222
UMB Bank
Missouri
$43.9M +$49.8K +243 +0.1%
CK
223
Cohen Klingenstein
New York
$43.4M -$552K -2,689 -1%
PFM
224
Premier Fund Managers
United Kingdom
$43.1M +$39.2M +191,000 +1,273%
FWCM
225
Ferguson Wellman Capital Management
Oregon
$42.8M +$15.3M +74,717 +57%

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.