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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
RCIM
1051
Red Cedar Investment Management
Michigan
$1.22M +$1.15M +7,204 New
AT
1052
Arden Trust
Delaware
$1.21M +$44.4K +277 +4%
WIA
1053
Wealthstreet Investment Advisors
Texas
$1.21M
AOWM
1054
Alpha Omega Wealth Management
Virginia
$1.21M
ESB
1055
Essex Savings Bank
Connecticut
$1.2M -$24K -150 -2%
BSA
1056
Bull Street Advisors
Georgia
$1.19M -$28K -175 -2%
BFG
1057
Bouchey Financial Group
New York
$1.18M
JWBC
1058
J.W. Burns & Co
New York
$1.18M
SBL
1059
Sargent Bickham Lagudis
Colorado
$1.18M +$481 +3 +0%
QCG
1060
Quadrant Capital Group
Ohio
$1.17M -$2.47M -15,442 -69%
WIS
1061
Wright Investors Service
Connecticut
$1.17M +$1.11M +6,906 New
QCM
1062
Quest Capital Management
Texas
$1.17M -$24.8K -155 -2%
OKSA
1063
O'Keefe Stevens Advisory
New York
$1.17M +$1.11M +6,904 New
BAS
1064
Brown Advisory Securities
Maryland
$1.17M -$172K -1,071 -14%
CSM
1065
CAMG Solamere Management
North Carolina
$1.16M -$58.8K -367 -5%
SIM
1066
Stratos Investment Management
Ohio
$1.16M +$64.6K +403 +6%
CCA
1067
Checchi Capital Advisers
California
$1.15M +$83K +518 +8%
LWMM
1068
Legacy Wealth Management (Mississippi)
Mississippi
$1.14M +$61.1K +381 +6%
ANTB
1069
AMG National Trust Bank
Colorado
$1.14M +$1.08M +6,755 New
PRWA
1070
Platte River Wealth Advisors
Colorado
$1.14M +$1.06M +6,618 New
GBBWRPM
1071
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.13M -$14.3K -89 -1%
WBC
1072
West Branch Capital
Massachusetts
$1.13M -$169K -1,054 -14%
SAM
1073
Summit Asset Management
Tennessee
$1.13M +$321 +2 +0%
HW
1074
Hancock Whitney
Mississippi
$1.13M -$30.8K -192 -3%
CHJWM
1075
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M +$27.7K +173 +3%

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.