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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
SPC
951
Sigma Planning Corp
Michigan
$1.55M -$7.85K -49 -0.5%
FC
952
FORA Capital
Florida
$1.55M +$1.47M +9,166 New
RA
953
RFG Advisory
Alabama
$1.55M +$73.6K +459 +5%
Wealth Enhancement Advisory Services
954
Wealth Enhancement Advisory Services
Minnesota
$1.54M -$241K -1,502 -15%
WCM
955
Weld Capital Management
New York
$1.54M +$570K +3,556 +64%
IC
956
IEQ Capital
California
$1.54M -$197K -1,232 -12%
ECAM
957
East Coast Asset Management
Massachusetts
$1.53M +$98.7K +616 +7%
PAS
958
Park Avenue Securities
New York
$1.53M +$1.45M +9,075 New
THWM
959
Taylor Hoffman Wealth Management
Virginia
$1.53M -$34K -212 -2%
ECM
960
Exchange Capital Management
Michigan
$1.53M -$94.1K -587 -6%
VC
961
Voit & Company
Wisconsin
$1.53M -$26.1K -163 -2%
MMPW
962
Mitchell McLeod Pugh & Williams
Alabama
$1.52M +$8.81K +55 +0.6%
KCMRT
963
Kemper Corp Master Retirement Trust
Illinois
$1.52M
SCM
964
Shelton Capital Management
Colorado
$1.52M
FAIM
965
Financial Advocates Investment Management
Washington
$1.52M +$90.2K +563 +7%
VAS
966
Vestmark Advisory Solutions
Massachusetts
$1.52M +$269K +1,677 +23%
DAS
967
Dynamic Advisor Solutions
Arizona
$1.51M +$261K +1,629 +22%
APA
968
American Portfolios Advisors
New York
$1.51M -$73.7K -460 -5%
PP
969
Palladium Partners
Virginia
$1.51M +$15.2K +95 +1%
MWA
970
Meridian Wealth Advisors
Texas
$1.51M +$18.4K +115 +1%
ST
971
Spinnaker Trust
Maine
$1.51M -$187K -1,165 -12%
CCM
972
Cox Capital Management
Massachusetts
$1.49M -$467K -2,914 -25%
MBT
973
Montecito Bank & Trust
California
$1.49M -$110K -685 -7%
PCM
974
Parsons Capital Management
Rhode Island
$1.48M -$127K -792 -8%
VIA
975
Vident Investment Advisory
Georgia
$1.48M +$480K +2,995 +52%

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.