We are live on ! Find out more
UNP icon

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
RHFI
501
Reilly Herbert Faulkner III
$6.81M +$135K +844 +2%
IAN
502
Integrated Advisors Network
Texas
$6.76M +$5.94M +37,075 +1,265%
ECA
503
Encompass Capital Advisors
New York
$6.76M +$6.41M +40,000 New
MLL
504
Moody Lynn & Lieberson
Massachusetts
$6.71M -$538K -3,355 -8%
ACM
505
Azimuth Capital Management
Michigan
$6.67M +$67.3K +420 +1%
RG
506
Rathbones Group
United Kingdom
$6.65M -$233K -1,451 -4%
BC
507
Burney Company
Virginia
$6.64M +$7.69K +48 +0.1%
COPPSERS
508
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.56M -$889K -5,550 -13%
M
509
MOTCO
Texas
$6.56M -$9.46K -59 -0.2%
RB
510
Rodgers Brothers
Pennsylvania
$6.49M +$52.1K +325 +0.9%
SC
511
SouthState Corp
Florida
$6.43M +$116K +722 +2%
TRCT
512
Tower Research Capital (TRC)
New York
$6.43M +$5.99M +37,386 +5,953%
NB
513
NBT Bank
New York
$6.39M -$176K -1,099 -3%
KRS
514
Kentucky Retirement Systems
Kentucky
$6.39M -$1.54M -9,634 -20%
NMIMC
515
Northwestern Mutual Investment Management Company
Wisconsin
$6.3M -$9.34M -58,255 -61%
CAN
516
Cetera Advisor Networks
California
$6.26M +$78.8K +492 +1%
CA
517
Cornerstone Advisors
North Carolina
$6.26M -$1.6M -10,000 -21%
B
518
Bailard
California
$6.24M +$258K +1,609 +5%
CSS
519
Cubist Systematic Strategies
Connecticut
$6.22M +$5.2M +32,472 +756%
KWILP
520
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.21M -$1.67M -10,390 -22%
PA
521
Pinnacle Associates
New York
$6.2M -$1.23M -7,704 -17%
SIM
522
Sonora Investment Management
Arizona
$6.2M +$52.4K +327 +0.9%
HT
523
HighTower Trust
Texas
$6.2M +$246K +1,533 +4%
BHIA
524
Birch Hill Investment Advisors
Massachusetts
$6.2M +$178K +1,111 +3%
PJSIMP
525
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.15M -$106K -659 -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.