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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
NF
2326
Norwood Financial
Pennsylvania
$32.3K
HC
2327
Hoese & Co
Minnesota
$32K -$2.87K -14 -9%
CAS
2328
Coppell Advisory Solutions
Texas
$31.7K +$31.4K +153 New
CASC
2329
Coppell Advisory Solutions Corp
Texas
$31.7K +$31.4K +153 New
HGWM
2330
Harvest Group Wealth Management
Massachusetts
$31.1K
FNBOSM
2331
First National Bank of South Miami
Florida
$31K
GIS
2332
Grayhawk Investment Strategies
Alberta, Canada
$30K +$177K +862 +594%
AWM
2333
Avondale Wealth Management
Texas
$29.8K
JWM
2334
Janiczek Wealth Management
Colorado
$29.6K -$12.1K -59 -30%
CQS
2335
Credential Qtrade Securities
$28.8K -$1.44K -7 -5%
TSWM
2336
Tyler-Stone Wealth Management
Ohio
$27K
DI
2337
Disciplined Investments
Oklahoma
$26.7K -$5.54K -27 -17%
KHC
2338
Koesten Hirschmann & Crabtree
Kansas
$25.5K +$25.2K +123 New
DWA
2339
Delos Wealth Advisors
Texas
$25.1K
RCC
2340
Red Cedar Capital
Nebraska
$25K
OA
2341
Operose Advisors
Wisconsin
$24.7K -$10.3K -50 -30%
CJL
2342
Cyrus J. Lawrence
New York
$24K
HFS
2343
HBC Financial Services
Washington
$24K +$410 +2 +2%
CWAF
2344
Core Wealth Advisors (Florida)
Florida
$22.8K
BIA
2345
Bell Investment Advisors
California
$22.6K -$9.64K -47 -30%
TAM
2346
Tucker Asset Management
Colorado
$21.8K
LFA
2347
Legend Financial Advisors
Pennsylvania
$21.7K +$15.4K +75 +250%
JAM
2348
JCIC Asset Management
Ontario, Canada
$21K
ACM
2349
Antonetti Capital Management
Florida
$20.7K -$28.7K -140 -58%
OLVIG
2350
Oliver Lagore Vanvalin Investment Group
Michigan
$20.7K -$12.1K -59 -37%

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.