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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
HS
2401
Horan Securities
United States
$4.14K +$4.1K +20 New
SFCL
2402
Strengthening Families & Communities LLC
Massachusetts
$4K
CTB
2403
Country Trust Bank
Illinois
$3.93K
JFG
2404
JDM Financial Group
Texas
$3.73K +$3.69K +18 New
BLC
2405
Brown, Lisle/Cummings
Rhode Island
$3.52K +$3.49K +17 New
PS
2406
PayPay Securities
Japan
$3.52K +$3.49K +17 New
RG
2407
Retirement Group
California
$3K +$2.67K +13 New
TCOT
2408
Trust Company of Toledo
Ohio
$2.98K +$23.8K +116 +0.8%
ECM
2409
Everence Capital Management
Indiana
$2.98K -$585K -2,850 -17%
HWP
2410
Highline Wealth Partners
California
$2.9K
LIM
2411
Longfellow Investment Management
Massachusetts
$2.9K +$410 +2 +17%
RF
2412
Robbins Farley
New Hampshire
$2.69K +$2.67K +13 New
PA
2413
PSI Advisors
Florida
$2.48K
RCM
2414
Raleigh Capital Management
North Carolina
$2.1K
TWD
2415
True Wealth Design
Ohio
$2.07K +$2.05K +10 New
HF
2416
Halpern Financial
Virginia
$1.66K
GA
2417
GoalVest Advisory
New York
$1.46K
Credit Agricole
2418
Credit Agricole
France
$1.24K -$1.44M -7,036 -100%
RWPA
2419
Richard W. Paul & Associates
Michigan
$1.03K +$1.03K +5 New
SPWM
2420
Spartan Planning & Wealth Management
North Carolina
$207
WIM
2421
Westside Investment Management
California
$60
CMP
2422
Coston McIsaac & Partners
Maine
$8 -$4.1K -20 -34%
William Blair Investment Management
2423
William Blair Investment Management
Illinois
-$55.2M -283,400 Closed
ECA
2424
Encompass Capital Advisors
New York
-$50M -256,704 Closed
Simplex Trading
2425
Simplex Trading
Illinois
-$26.1M -127,150 Closed

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.