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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
1IA
701
1834 Investment Advisors
Wisconsin
$3.11M +$585K +3,651 +25%
EH
702
Employers Holdings
Nevada
$3.11M -$28.8K -180 -1%
PCTC
703
Perkins Coie Trust Company
Washington
$3.11M -$17.3K -108 -0.6%
S
704
Surevest
California
$3.11M +$333K +2,075 +13%
TA
705
TFG Advisers
Michigan
$3.1M -$29.6K -185 -1%
ASN
706
Advisory Services Network
Georgia
$3.09M -$249K -1,552 -8%
SWP
707
Stratos Wealth Partners
Ohio
$3.08M +$186K +1,159 +7%
BC
708
Barnett & Company
Tennessee
$3.08M -$112K -700 -4%
Carson Wealth (CWM LLC)
709
Carson Wealth (CWM LLC)
Nebraska
$3.06M
FIM
710
Fruth Investment Management
Texas
$3.05M -$16K -100 -0.6%
WSC
711
Wellington Shields & Co
New York
$3.05M
KFBMI
712
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.04M -$481K -3,000 -14%
MS
713
Maven Securities
Jersey
$3.04M +$2.88M +18,000 New
PTC
714
Private Trust Company
Ohio
$3.04M +$201K +1,253 +7%
PFS
715
Prospera Financial Services
Texas
$3.04M +$2.34M +14,622 +340%
AFM
716
Andesa Financial Management
Pennsylvania
$3.02M +$299K +1,864 +12%
WPP
717
Whalerock Point Partners
Rhode Island
$3M +$273K +1,701 +11%
MCM
718
Mitchell Capital Management
Kansas
$2.99M +$14.9K +93 +0.5%
MCM
719
MAI Capital Management
Ohio
$2.97M +$296K +1,849 +12%
SC
720
Saybrook Capital
North Carolina
$2.97M
Cetera Investment Advisers
721
Cetera Investment Advisers
Illinois
$2.97M +$396K +2,468 +16%
SSB
722
Sandy Spring Bank
Maryland
$2.95M +$137K +854 +5%
HC
723
Hendley & Co
Ohio
$2.94M -$143K -893 -5%
IRF
724
IBM Retirement Fund
New York
$2.92M -$86.2K -538 -3%
WTFG
725
Wells Trecaso Financial Group
Ohio
$2.92M +$2.27M +14,151 +458%

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.