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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
AWM
2351
AllSquare Wealth Management
New York
$20.7K
TLA
2352
Tanglewood Legacy Advisors
Texas
$20.5K +$20.3K +99 New
CPG
2353
Cornerstone Planning Group
New Jersey
$20.3K +$20.3K +99 New
OCM
2354
Orion Capital Management
California
$18.8K
RDFA
2355
Ritter Daniher Financial Advisory
Ohio
$18.6K
FCA
2356
FinTrust Capital Advisors
South Carolina
$18.6K +$16.8K +82 +1,025%
APC
2357
Aspire Private Capital
North Carolina
$18.2K
CA
2358
Centerpoint Advisors
Massachusetts
$17K +$17K +83 New
EE
2359
EWG Elevate
California
$17K +$16.8K +82 New
KA
2360
Kozak & Associates
Colorado
$16K
LD
2361
Lipe & Dalton
New York
$16K
NMG
2362
New Millennium Group
Utah
$15.5K -$6.97K -34 -31%
WA
2363
WestEnd Advisors
North Carolina
$15.5K -$2.46K -12 -14%
CCM
2364
Cribstone Capital Management
Maine
$15.5K
TCM
2365
Tradewinds Capital Management
Washington
$15.5K
FWA
2366
Freedom Wealth Alliance
Wisconsin
$15.5K +$15.4K +75 New
TCM
2367
TD Capital Management
Tennessee
$15.4K +$6.97K +34 +85%
BC
2368
Belmont Capital
California
$15K
QL
2369
Quarry LP
New York
$14.7K +$14.6K +71 New
FSWA
2370
Financial Synergies Wealth Advisors
Texas
$14.1K +$13.9K +68 New
MWA
2371
Miller Wealth Advisors
Colorado
$13K -$19.5K -95 -61%
FRA
2372
Front Row Advisors
California
$13K +$1.44K +7 +13%
YAL
2373
Your Advocates Ltd
Texas
$12.4K
NC
2374
NewSquare Capital
Pennsylvania
$12.4K +$12.3K +60 New
SC
2375
Sierra Capital
Florida
$11K

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.