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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
ESCM
1126
Echo Street Capital Management
New York
$976K +$925K +5,771 New
KWA
1127
KCS Wealth Advisory
California
$975K +$52.4K +327 +6%
LSAG
1128
Lake Street Advisors Group
New Hampshire
$974K +$167K +1,043 +22%
FI
1129
FormulaFolio Investments
Michigan
$973K -$18.9K -118 -2%
CB
1130
Community Bank
New York
$971K +$1.44K +9 +0.2%
IG
1131
ING Group
Netherlands
$970K -$1.12M -6,964 -55%
DCM
1132
Davis Capital Management
Florida
$970K -$21.3K -133 -2%
CFGS
1133
Concourse Financial Group Securities
Alabama
$970K +$35.7K +223 +4%
HCM
1134
Hutchinson Capital Management
California
$969K
NPA
1135
Nichols & Pratt Advisers
Massachusetts
$963K -$52.1K -325 -5%
FMBTD
1136
First Midwest Bank Trust Division
Illinois
$963K -$2.24K -14 -0.2%
TH
1137
TCTC Holdings
Texas
$961K
SSWM
1138
Sheets Smith Wealth Management
North Carolina
$960K -$1.76K -11 -0.2%
SL
1139
Summitry LLC
California
$947K +$641 +4 +0.1%
KCM
1140
Kendall Capital Management
Maryland
$946K +$160K +1,000 +22%
RIM
1141
Regent Investment Management
Kentucky
$945K
MWM
1142
Modera Wealth Management
New Jersey
$944K -$316K -1,973 -26%
CL
1143
Choreo LLC
Illinois
$943K -$413K -2,579 -32%
CWM
1144
Chesapeake Wealth Management
Virginia
$943K -$2.4K -15 -0.3%
ACS
1145
Archford Capital Strategies
Illinois
$941K -$24.4K -152 -3%
GVAG
1146
Great Valley Advisor Group
Delaware
$940K +$891K +5,560 New
VPIM
1147
Vanguard Personalized Indexing Management
California
$935K +$275K +1,719 +45%
MC
1148
Middleton & Co
Massachusetts
$934K -$41.2K -257 -4%
CWM
1149
Cornerstone Wealth Management
Missouri
$934K -$19.9K -124 -2%
PI
1150
Pettee Investors
Connecticut
$934K

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.