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Union Pacific

1,941 hedge funds and large institutions have $91.4B invested in Union Pacific in 2020 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 672 increasing their positions, 791 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 84

43% more call options, than puts

Call options by funds: $966M | Put options by funds: $676M

19% more capital invested

Capital invested by funds: $76.8B → $91.4B (+$14.6B)

14% more funds holding in top 10

Funds holding in top 10: 6473 (+9)

5% more funds holding

Funds holding: 1,8531,941 (+88)

0.79% more ownership

Funds ownership: 78.93%79.72% (+0.79%)

15% less repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 791

Holders
1,941
Holders Change
+88
Holders Change %
+4.75%
% of All Funds
39.79%
Holding in Top 10
73
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.06%
% of All Funds
1.5%
New
188
Increased
672
Reduced
791
Closed
84
Calls
$966M
Puts
$676M
Net Calls
+$290M
Net Calls Change
+$125M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
26
Fisher Asset Management
Washington
$681M +$45.3M +282,434 +8%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$657M -$14.2M -88,302 -2%
UBS Group
28
UBS Group
Switzerland
$640M +$32.3M +201,667 +6%
ECU
29
Egerton Capital (UK)
United Kingdom
$590M -$26.6M -165,785 -5%
State Farm Mutual Automobile Insurance
30
State Farm Mutual Automobile Insurance
Illinois
$576M
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$566M +$8.61M +53,754 +2%
PI
32
Putnam Investments
Massachusetts
$566M +$40.2M +250,660 +8%
SCP
33
Soroban Capital Partners
New York
$565M -$268M -1,670,597 -33%
Charles Schwab
34
Charles Schwab
California
$534M -$5.43M -33,888 -1%
Primecap Management
35
Primecap Management
California
$523M +$4.21M +26,300 +0.9%
Invesco
36
Invesco
Georgia
$510M -$24.4M -152,551 -5%
UBS AM
37
UBS AM
Illinois
$479M -$35.8M -223,249 -7%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$474M -$17.5M -109,107 -4%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$467M +$14.2M +88,532 +3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$465M -$30M -186,968 -6%
Swiss National Bank
41
Swiss National Bank
Switzerland
$462M +$5.71M +35,600 +1%
PPA
42
Parametric Portfolio Associates
Washington
$452M +$29.5M +183,912 +7%
RJA
43
Raymond James & Associates
Florida
$439M +$6.43M +40,149 +2%
AAMU
44
Amundi Asset Management US
Massachusetts
$432M +$53.5M +333,622 +15%
Deutsche Bank
45
Deutsche Bank
Germany
$415M +$67.1M +418,715 +21%
Lazard Asset Management
46
Lazard Asset Management
New York
$415M -$226M -1,409,546 -36%
Bessemer Group
47
Bessemer Group
New Jersey
$410M +$11.5M +71,451 +3%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$391M +$3.21M +20,035 +0.9%
Principal Financial Group
49
Principal Financial Group
Iowa
$363M +$51.5M +321,039 +18%
First Eagle Investment Management
50
First Eagle Investment Management
New York
$358M -$671K -4,189 -0.2%

UNP Hedge Fund Activity: Q2 2020 in Review

1,941 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q2 2020, worth a combined $91.4B — up 19% from $76.8B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new UNP positions and 84 closed out — a net gain of 104 holders — while 672 added to existing stakes and 791 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $502M. The largest seller was Vanguard Group, cutting an estimated $575M.

  • 1,941 institutional investors held Union Pacific (UNP) as of Q2 2020, up from 1,853 in Q1 2020.
  • Funds reported $91.4B of Union Pacific stock for Q2 2020, up 19% quarter-over-quarter.
  • 188 funds opened new Union Pacific positions in Q2 2020 and 84 closed out, a net change of +104 holders.
  • The largest Union Pacific buyer in Q2 2020 was JP Morgan Chase, an estimated $502M added.
  • The largest Union Pacific seller in Q2 2020 was Vanguard Group, an estimated $575M sold.

Based on aggregated 13F filings for Q2 2020.