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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
GIC
851
Gantzert Investment Company
Illinois
$2.02M -$6.41K -40 -0.3%
TCM
852
Teza Capital Management
Illinois
$2.02M +$1.68M +10,491 +725%
EFS
853
Essex Financial Services
Connecticut
$2.01M -$25.5K -159 -1%
OPS
854
Orion Portfolio Solutions
Nebraska
$1.99M +$77.1K +481 +4%
CSA
855
Cottage Street Advisors
Massachusetts
$1.99M -$48.1K -300 -2%
AP
856
Appleton Partners
Massachusetts
$1.99M -$254K -1,584 -12%
QI
857
QS Investors
New York
$1.98M -$589K -3,676 -24%
GIA
858
Gateway Investment Advisers
Ohio
$1.98M -$323K -2,018 -15%
WAM
859
Wealthspire Advisors (Maryland)
Maryland
$1.97M -$206K -1,288 -10%
PL
860
Plancorp LLC
Missouri
$1.97M +$6.73K +42 +0.4%
RMC
861
Resources Management Corp
Connecticut
$1.97M -$19.2K -120 -1%
KWM
862
Kingsview Wealth Management
Oregon
$1.94M +$844K +5,264 +109%
LWANC
863
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.93M -$64.1K -400 -3%
SMC
864
Smith, Moore & Co
Missouri
$1.93M +$8.65K +54 +0.5%
TBA
865
Tower Bridge Advisors
Pennsylvania
$1.93M -$23.7K -148 -1%
CCT
866
Country Club Trust
Missouri
$1.93M +$68.6K +428 +4%
OLA
867
Oliver Luxxe Assets
New Jersey
$1.92M -$16K -100 -0.9%
EBT
868
Enterprise Bank & Trust
Massachusetts
$1.92M +$386K +2,411 +27%
AII
869
AGF Investments Inc
Ontario, Canada
$1.92M -$498K -3,107 -21%
MCG
870
MACRO Consulting Group
New Jersey
$1.91M -$5.93K -37 -0.3%
BMC
871
Beaton Management Company
Massachusetts
$1.91M
HSA
872
HBK Sorce Advisory
Pennsylvania
$1.91M +$56.9K +355 +3%
SF
873
Symphony Financial
Texas
$1.91M -$388K -2,419 -18%
NC
874
NovaPoint Capital
Georgia
$1.91M +$84K +524 +5%
FAAS
875
First Allied Advisory Services
California
$1.9M +$24.2K +151 +1%

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.