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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
MCM
2276
MV Capital Management
Maryland
$81.2K -$32.8K -160 -29%
PPWM
2277
PFG Private Wealth Management
Florida
$81K -$1.64K -8 -2%
MWM
2278
MinichMacGregor Wealth Management
New York
$79.9K +$79.2K +386 New
Q
2279
QVR
California
$78.5K +$77.7K +379 New
ACP
2280
Arcus Capital Partners
Georgia
$77.8K +$77.1K +376 New
GMA
2281
Glassy Mountain Advisors
Maryland
$75.8K +$75.1K +366 New
AWM
2282
Accel Wealth Management
Iowa
$75.6K +$205 +1 +0.3%
RWMH
2283
Riverpoint Wealth Management Holdings
Illinois
$72.9K +$72.2K +352 New
MFG
2284
Mendota Financial Group
Wisconsin
$69.4K +$68.7K +335 New
BC
2285
Barrett & Company
Rhode Island
$69.4K
MSFP
2286
Mark Sheptoff Financial Planning
Connecticut
$66.5K
FP
2287
Financial Perspectives
Minnesota
$66.4K +$205 +1 +0.3%
Optiver Holding
2288
Optiver Holding
Netherlands
$66K +$65.6K +320 New
CSWM
2289
Cassady Schiller Wealth Management
Ohio
$64.2K +$63.6K +310 New
NFSG
2290
Newbridge Financial Services Group
Florida
$64.1K +$1.44K +7 +2%
EI
2291
Ellevest Inc
New York
$63.5K +$15.8K +77 +33%
RFA
2292
Register Financial Advisors
Georgia
$62.2K +$61.7K +301 New
HCP
2293
Hexagon Capital Partners
Arkansas
$61.7K -$26.5K -129 -30%
SWM
2294
Sanctuary Wealth Management
Idaho
$61.7K +$61.1K +298 New
MFT
2295
Moisand Fitzgerald Tamayo
Florida
$60.5K +$2.67K +13 +5%
LIA
2296
Luken Investment Analytics
Tennessee
$60.5K +$59.9K +292 New
AIM
2297
Arcadia Investment Management
Michigan
$60.5K +$9.44K +46 +19%
AFIA
2298
America First Investment Advisors
Nebraska
$60K
UCB
2299
United Community Bank
South Carolina
$56.9K +$3.08K +15 +6%
RBC
2300
Roble Belko & Company
Pennsylvania
$55K

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.