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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
RG
1151
Rikoon Group
New Mexico
$932K -$140K -876 -14%
TW
1152
Transform Wealth
Colorado
$932K -$4.49K -28 -0.5%
GDP
1153
Great Diamond Partners
Maine
$932K +$12.2K +76 +1%
CWP
1154
CFM Wealth Partners
Texas
$930K -$11.9K -74 -1%
NAM
1155
NorthCoast Asset Management
Connecticut
$929K +$264K +1,649 +43%
COF
1156
Capital One Financial
Virginia
$928K -$191K -1,189 -18%
TNBTD
1157
Trustmark National Bank Trust Department
Mississippi
$922K +$8.01K +50 +0.9%
SBWM
1158
Sunflower Bank Wealth Management
Arizona
$921K -$19.2K -120 -2%
GD
1159
Grandfield & Dodd
New York
$920K +$15.2K +95 +2%
WIP
1160
Wellesley Investment Partners
Massachusetts
$918K -$2.4K -15 -0.3%
MFG
1161
Merit Financial Group
Georgia
$918K +$38.1K +238 +5%
S
1162
Seeyond
France
$917K +$135K +845 +18%
EAM
1163
Evanson Asset Management
California
$916K +$309K +1,926 +55%
NGA
1164
Naples Global Advisors
Florida
$914K +$32.1K +200 +4%
HFS
1165
Haverford Financial Services
Pennsylvania
$912K
MC
1166
Maverick Capital
Texas
$911K -$2.8M -17,495 -76%
LJAC
1167
L.J. Altfest & Co
New York
$909K +$128K +796 +17%
CT
1168
Columbia Trust
Oregon
$904K -$7.69K -48 -0.9%
ZIC
1169
ZWJ Investment Counsel
Georgia
$902K -$33.3K -208 -4%
PCM
1170
Pointe Capital Management
Michigan
$902K
CCA
1171
Conestoga Capital Advisors
Pennsylvania
$901K
HPIA
1172
Hamilton Point Investment Advisors
North Carolina
$900K -$5.77K -36 -0.7%
CPO
1173
Cerity Partners OCIO
New York
$900K +$359K +2,241 +73%
AF
1174
Advisornet Financial
Minnesota
$899K -$186K -1,162 -18%
SBSB
1175
Sullivan, Bruyette, Speros & Blaney
Virginia
$897K +$1.76K +11 +0.2%

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.