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
DWA
726
Douglass Winthrop Advisors
New York
$2.91M -$26K -162 -0.9%
FMC
727
First Merchants Corp
Indiana
$2.91M -$79K -493 -3%
BRWM
728
B. Riley Wealth Management
Tennessee
$2.9M -$166K -1,037 -6%
EB
729
Eastern Bank
Massachusetts
$2.89M -$70.4K -439 -3%
WSCM
730
Wellington Shields Capital Management
New York
$2.85M
WDA
731
Wendell David Associates
New Hampshire
$2.84M
GRQ
732
Gardner Russo & Quinn
Pennsylvania
$2.84M +$2.45M +15,267 +995%
PAM
733
Peak Asset Management
Colorado
$2.83M +$1.78M +11,098 +196%
KRSITF
734
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.82M -$698K -4,354 -21%
RE
735
RBC Europe
United Kingdom
$2.82M +$200K +1,245 +8%
OIA
736
OneDigital Investment Advisors
Kansas
$2.81M +$14.4K +90 +0.6%
BFM
737
Boston Financial Management
Massachusetts
$2.81M +$376K +2,349 +16%
WIC
738
Wilkins Investment Counsel
Massachusetts
$2.79M -$24K -150 -0.9%
HB
739
Homrich & Berg
Georgia
$2.79M +$645K +4,027 +32%
WG
740
Watchman Group
Texas
$2.78M -$14.4K -90 -0.5%
SFS
741
Strategic Financial Services
New York
$2.77M -$662K -4,130 -20%
CPIG
742
Chicago Partners Investment Group
Illinois
$2.77M +$147K +915 +6%
MIA
743
MainStreet Investment Advisors
Illinois
$2.76M -$1.99M -12,408 -43%
GGI
744
GPM Growth Investors
Michigan
$2.75M +$17.6K +110 +0.7%
CHAM
745
Clear Harbor Asset Management
Connecticut
$2.75M +$703K +4,388 +37%
SFI
746
SPC Financial Inc
Maryland
$2.73M +$1.94M +12,093 +298%
VFA
747
Voya Financial Advisors
Connecticut
$2.73M +$109K +683 +4%
HA
748
Hamel Associates
New Jersey
$2.73M -$48.1K -300 -2%
SC
749
Scholtz & Company
Connecticut
$2.72M +$1.88M +11,700 +266%
GH
750
GAM Holding
Switzerland
$2.72M -$7.21K -45 -0.3%

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.