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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
KFS
2376
Kelly Financial Services
Massachusetts
$11K
SIC
2377
SJS Investment Consulting
Ohio
$10.9K -$35.7K -174 -77%
FGAM
2378
Financial Gravity Asset Management
Texas
$10.8K -$238K -1,158 -85%
SCA
2379
Stuart Chaussee & Associates
California
$10.8K
LWA
2380
Lowe Wealth Advisors
Maryland
$10.4K
VWM
2381
Valley Wealth Managers
New Jersey
$10.4K
GFWA
2382
Grey Fox Wealth Advisors
Delaware
$9.53K +$9.44K +46 New
PWS
2383
Paragon Wealth Strategies
Florida
$9.07K
MWC
2384
MBM Wealth Consultants
Missouri
$9K -$10.3K -50 -53%
MPCL
2385
My Personal CFO LLC
Washington
$8.28K +$8.2K +40 New
PCM
2386
Perritt Capital Management
Illinois
$8.08K +$8K +39 New
MUMSS
2387
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K -$8.2K -40 -50%
BCM
2388
Bourgeon Capital Management
Connecticut
$7.87K
MYAM
2389
Meiji Yasuda Asset Management
Japan
$7.83K +$99.9K +487 +1%
ETC
2390
Exchange Traded Concepts
Oklahoma
$7.25K -$2.84M -13,865 -100%
EIM
2391
Essex Investment Management
Massachusetts
$7K
PP
2392
PrairieView Partners
Minnesota
$7K
BCMLT
2393
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.42K -$163K -793 -96%
CDIA
2394
Capital Directions Investment Advisors
Georgia
$6.42K +$6.36K +31 New
AWM
2395
Align Wealth Management
Oklahoma
$6.23K +$6.56K +32 New
PMEF
2396
Point72 Middle East FZE
United Arab Emirates
$6K +$5.95K +29 New
IHWM
2397
Iron Horse Wealth Management
Iowa
$6K +$6.36K +31 New
OIS
2398
Okabena Investment Services
Minnesota
$5.28K -$1.05M -5,113 -100%
HWM
2399
Horizons Wealth Management
North Carolina
$5K
LTI
2400
Laffer Tengler Investments
Tennessee
$4.97K -$83.5K -407 -94%

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.