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Union Pacific
UNP

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: 64 → 73 (+9)

5% more funds holding

Funds holding: 1,853 → 1,941 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$502M
2
BlackRock
BlackRock
New York
+$410M
3
Bank of America
Bank of America
North Carolina
+$217M
4
SGA
Sustainable Growth Advisers
Connecticut
+$208M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$131M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$575M
2
SCP
Soroban Capital Partners
New York
-$268M
3
Lazard Asset Management
Lazard Asset Management
New York
-$226M
4
State Street
State Street
Massachusetts
-$193M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$187M
Name Holding Trade Value Shares
Change 		Change in
Stake
Credit Agricole
801
Credit Agricole
France
$2.35M +$336K +2,094 +18%
M
802
Mirova
France
$2.35M +$621K +3,873 +39%
WCM
803
Wunderlich Capital Managemnt
Tennessee
$2.35M -$7.21K -45 -0.3%
FWM
804
Frontier Wealth Management
Missouri
$2.35M +$727K +4,534 +48%
MPAM
805
Murphy Pohlad Asset Management
Minnesota
$2.35M – – –
Rafferty Asset Management
806
Rafferty Asset Management
New York
$2.34M +$1.76M +10,992 +383%
LBD
807
Landsberg Bennett & Dubbaneh
Florida
$2.34M +$1.91M +11,912 +534%
OCM
808
Orleans Capital Management
Louisiana
$2.34M +$2.22M +13,835 New
CNC
809
Canandaigua National Corp
New York
$2.34M +$2.22M +13,824 New
HAI
810
Hennessy Advisors Inc
California
$2.33M -$96.2K -600 -4%
OL
811
Optas LLC
Texas
$2.31M +$772K +4,820 +54%
BIC
812
Beach Investment Counsel
Pennsylvania
$2.31M -$16K -100 -0.7%
NIM
813
Nicollet Investment Management
Minnesota
$2.3M +$99.5K +621 +5%
LW
814
Linscomb Wealth
Texas
$2.3M +$669K +4,174 +44%
CCM
815
Condor Capital Management
New Jersey
$2.3M -$154K -961 -7%
BFO
816
Biltmore Family Office
North Carolina
$2.29M -$82.1K -512 -4%
KFS
817
Kurt F. Somerville
$2.26M -$8.01K -50 -0.4%
LFAS
818
Level Four Advisory Services
Texas
$2.26M +$81.9K +511 +4%
GIA
819
Guyasuta Investment Advisors
Pennsylvania
$2.26M +$335K +2,089 +19%
FBC
820
Fairfield, Bush & Co
Connecticut
$2.25M -$53.8K -336 -2%
AC
821
Arjuna Capital
North Carolina
$2.25M -$6.41K -40 -0.3%
APP
822
Avantax Planning Partners
Iowa
$2.25M -$51.1K -319 -2%
WCM
823
Weik Capital Management
Pennsylvania
$2.24M -$67.3K -420 -3%
TW
824
TrinityPoint Wealth
Connecticut
$2.21M +$1.22M +7,601 +138%
FBT
825
First Bankers Trust
Kentucky
$2.21M +$83.7K +522 +4%
31 32
33
34 35

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.