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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
FA
2301
Fiduciary Alliance
South Carolina
$54.9K +$54.4K +265 New
SC
2302
Stephens Consulting
Michigan
$54.1K -$9.23K -45 -15%
BWAM
2303
Boyd Watterson Asset Management
Ohio
$53.8K +$53.3K +260 New
CHA
2304
Carmichael Hill & Associates
Maryland
$52.4K +$615 +3 +1%
ACM
2305
AUA Capital Management
Pennsylvania
$51.8K
UOTTAIMCU
2306
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50K +$49.2K +240 New
CAM
2307
Costello Asset Management
Pennsylvania
$49.5K
HCM
2308
Hollencrest Capital Management
California
$49.5K +$49K +239 New
RWML
2309
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$48K
LAM
2310
Lakewood Asset Management
Illinois
$48K +$47.6K +232 New
AA
2311
AlphaMark Advisors
Kentucky
$46K
AAP
2312
Arax Advisory Partners
Colorado
$43.8K -$9.44K -46 -18%
CCC
2313
Chelsea Counsel Company
California
$43.5K +$43.1K +210 New
RA
2314
Rational Advisors
New York
$43.1K +$1.23K +6 +3%
HWMA
2315
Heritage Wealth Management (Arizona)
Arizona
$41.8K +$25K +122 +153%
IWP
2316
IAG Wealth Partners
Wisconsin
$41.4K -$5.13K -25 -11%
SSC
2317
Syverson Strege & Co
Iowa
$39.5K +$205 +1 +0.5%
TCWA
2318
Ten Capital Wealth Advisors
Washington
$37.7K -$10.7K -52 -22%
OC
2319
Oakmont Corp
California
$37K
DWMG
2320
DB Wealth Management Group
California
$36.9K
NSB
2321
Norway Savings Bank
Maine
$35.8K
LSA
2322
Lansing Street Advisors
Pennsylvania
$35.3K +$410 +2 +1%
NIC
2323
Northwest Investment Counselors
Oregon
$33.5K
AWM
2324
Abound Wealth Management
Tennessee
$33.5K +$2.26K +11 +7%
KLWA
2325
Kelly Lawrence W & Associates
California
$32.3K

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.