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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
GC
1026
Grimes & Company
Massachusetts
$1.28M -$62.5K -390 -5%
GAM
1027
Griffin Asset Management
New York
$1.28M -$23.7K -148 -2%
CPA
1028
Court Place Advisors
Maryland
$1.28M +$59.5K +371 +5%
SCA
1029
Stonebridge Capital Advisors
Minnesota
$1.27M +$97.8K +610 +9%
WMC
1030
Westwood Management Corporation
Illinois
$1.27M
BP
1031
Ballentine Partners
Massachusetts
$1.27M -$35.1K -219 -3%
SC
1032
Sepio Capital
Utah
$1.26M -$23.6K -147 -2%
JWCA
1033
J.W. Coons Advisors
Ohio
$1.26M +$104K +649 +10%
BBNA
1034
Bremer Bank National Association
Minnesota
$1.26M -$41.2K -257 -3%
SRC
1035
Shufro Rose & Co
New York
$1.25M
SYBT
1036
Stock Yards Bank & Trust
Kentucky
$1.25M -$17.9K -112 -1%
BJL
1037
Brighton Jones LLC
Washington
$1.25M -$15.7K -98 -1%
LIM
1038
Leavell Investment Management
Alabama
$1.24M
1WA
1039
180 Wealth Advisors
Washington
$1.24M -$7.37K -46 -0.7%
WSTAM
1040
Wilbanks Smith & Thomas Asset Management
Virginia
$1.24M +$801 +5 +0.1%
OFS
1041
Orrstown Financial Services
Pennsylvania
$1.24M +$2.24K +14 +0.2%
AIM
1042
Allen Investment Management
New York
$1.24M
SLA
1043
Silver Lake Advisory
Utah
$1.24M +$7.05K +44 +0.6%
WP
1044
WMS Partners
Maryland
$1.23M -$12.8K -80 -1%
BHBT
1045
Burke & Herbert Bank & Trust
Virginia
$1.23M
RCAG
1046
Rehmann Capital Advisory Group
Michigan
$1.23M -$38.3K -239 -3%
AUB
1047
Atlantic Union Bankshares
Virginia
$1.23M -$15.1K -94 -1%
PHS
1048
Pekin Hardy Strauss
Illinois
$1.22M +$92.2K +575 +9%
BSW
1049
Buckingham Strategic Wealth
Missouri
$1.22M -$2.01M -12,527 -63%
CWM
1050
Circle Wealth Management
New Jersey
$1.22M +$40.1K +250 +4%

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.