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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
RGC
901
Roberts, Glore & Co
Illinois
$1.77M -$394K -2,458 -19%
BIM
902
Baldwin Investment Management
Pennsylvania
$1.77M
BA
903
Bridgewater Associates
Connecticut
$1.77M +$1.67M +10,447 New
CA
904
Cetera Advisors
Colorado
$1.75M +$78.7K +491 +5%
RWA
905
Ropes Wealth Advisors
Massachusetts
$1.75M -$81.1K -506 -5%
PK
906
Pflug Koory
Nebraska
$1.74M -$5.61K -35 -0.3%
JWCA
907
J.W. Cole Advisors
Florida
$1.73M +$495K +3,088 +43%
IA
908
IFP Advisors
Florida
$1.72M -$40.2K -251 -2%
MAM
909
Martingale Asset Management
Massachusetts
$1.71M -$80.5K -502 -5%
P
910
Pitcairn
Pennsylvania
$1.71M +$205K +1,281 +15%
CPIA
911
Cornell Pochily Investment Advisors
New York
$1.71M -$83.3K -520 -5%
ECM
912
Evergreen Capital Management
Washington
$1.7M -$123K -766 -7%
HCMNY
913
Howard Capital Management (New York)
New York
$1.7M +$16.2K +101 +1%
BCP
914
Blue Chip Partners
Michigan
$1.7M +$5.77K +36 +0.4%
CA
915
Clearstead Advisors
Ohio
$1.69M +$877K +5,475 +120%
WEC
916
Winslow Evans & Crocker
Massachusetts
$1.69M +$48.9K +305 +3%
MIP
917
Marietta Investment Partners
Wisconsin
$1.69M -$36.9K -230 -2%
PAM
918
Private Asset Management
California
$1.69M -$60.4K -377 -4%
HCMT
919
Highland Capital Management (Tennessee)
Tennessee
$1.67M -$142K -883 -8%
ZIM
920
Zacks Investment Management
Illinois
$1.67M -$1.21M -7,531 -43%
CIA
921
Capital Investment Advisors
Georgia
$1.67M -$39.1K -244 -2%
ACM
922
Allred Capital Management
Texas
$1.67M +$46.8K +292 +3%
HCM
923
Hutner Capital Management
Vermont
$1.66M +$63.6K +397 +4%
RPC
924
Rossmore Private Capital
Connecticut
$1.65M +$336K +2,096 +27%
TCM
925
Twin Capital Management
Pennsylvania
$1.65M -$11.9K -74 -0.8%

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.