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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.2B -$17M -82,961 -0.2%
BlackRock
2
BlackRock
New York
$8.71B -$54.7M -266,524 -0.6%
State Street
3
State Street
Massachusetts
$5.62B -$52.5M -256,053 -0.9%
Bank of America
4
Bank of America
North Carolina
$2.87B +$382M +1,860,793 +16%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.26B +$16.1M +78,511 +0.7%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$2.01B -$26.9M -131,300 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.88B +$721M +3,513,949 +63%
Morgan Stanley
8
Morgan Stanley
New York
$1.86B +$181M +883,963 +11%
Ameriprise
9
Ameriprise
Minnesota
$1.77B -$112M -544,766 -6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.59B -$136M -661,111 -8%
N
11
Nuveen
North Carolina
$1.59B +$33.2M +161,950 +2%
Northern Trust
12
Northern Trust
Illinois
$1.46B -$23.6M -115,014 -2%
Norges Bank
13
Norges Bank
Norway
$1.28B +$93.5M +455,982 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.2B +$8.51M +41,489 +0.7%
Fisher Asset Management
15
Fisher Asset Management
Washington
$1.13B +$19M +92,571 +2%
Deutsche Bank
16
Deutsche Bank
Germany
$1.08B -$22.4M -109,398 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$1.05B -$191M -930,237 -15%
Capital International Investors
18
Capital International Investors
California
$1.05B +$1.01B +4,932,049 +3,655%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.05B -$56.2M -273,851 -5%
Franklin Resources
20
Franklin Resources
California
$999M +$304M +1,480,557 +44%
SCP
21
Soroban Capital Partners
New York
$964M
Invesco
22
Invesco
Georgia
$912M +$277M +1,349,438 +44%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$900M +$270M +1,318,398 +44%
Wells Fargo
24
Wells Fargo
California
$862M -$7.23M -35,256 -0.8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$842M +$152M +739,282 +22%

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.