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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
PT
1001
Plimoth Trust
Massachusetts
$1.36M +$41K +256 +3%
CS
1002
Comerica Securities
Michigan
$1.36M -$93.1K -581 -7%
BPM
1003
Bowling Portfolio Management
Ohio
$1.36M -$10.1K -63 -0.8%
WWM
1004
Windsor Wealth Management
Indiana
$1.35M -$123K -765 -9%
VFM
1005
Viking Fund Management
North Dakota
$1.35M +$160K +1,000 +14%
BRWA
1006
B. Riley Wealth Advisors
Florida
$1.35M -$4.65K -29 -0.4%
LWM
1007
Loveless Wealth Management
Montana
$1.34M -$10.4K -65 -0.8%
NL
1008
NVWM LLC
Pennsylvania
$1.34M +$1.24M +7,710 +3,352%
BAM
1009
Belpointe Asset Management
Nevada
$1.33M -$9.94K -62 -0.8%
PWA
1010
Physician Wealth Advisors
Utah
$1.33M
OFS
1011
Oldfather Financial Services
Nebraska
$1.33M -$15.4K -96 -1%
CAG
1012
Csenge Advisory Group
Florida
$1.32M +$142K +887 +13%
FMB
1013
Field & Main Bank
Kentucky
$1.32M +$1.25M +7,790 New
FMWA
1014
Forvis Mazars Wealth Advisors
Missouri
$1.32M +$146K +911 +13%
BS
1015
Banco Santander
Spain
$1.31M +$29.2K +182 +2%
ACM
1016
Alta Capital Management
Utah
$1.31M -$65.6M -409,528 -98%
HIA
1017
Harbor Investment Advisory
Maryland
$1.3M +$28.8K +180 +2%
ACA
1018
Aptus Capital Advisors
Alabama
$1.3M -$1.16M -7,242 -48%
FLI
1019
Family Legacy Inc
South Carolina
$1.3M -$5.61K -35 -0.5%
AAM
1020
AR Asset Management
California
$1.3M
GTAM
1021
Global Trust Asset Management
Florida
$1.3M
LS
1022
Livforsakringsbolaget Skandia
Sweden
$1.29M
ST
1023
Smithfield Trust
Pennsylvania
$1.29M +$101K +628 +9%
KOCAA
1024
Knights of Columbus Asset Advisors
Connecticut
$1.28M -$1.9M -11,873 -61%
CWM
1025
Connecticut Wealth Management
Connecticut
$1.28M -$119K -740 -9%

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.