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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
AGM
1226
Alpine Global Management
New York
$783K +$743K +4,633 New
SWM
1227
SeaCrest Wealth Management
New York
$780K -$40.9K -255 -5%
PCA
1228
Peddock Capital Advisors
Massachusetts
$778K +$160 +1 +0%
DTL
1229
Dynamic Technology Lab
Singapore
$778K +$737K +4,599 New
FCM
1230
Firestone Capital Management
Florida
$774K
TC
1231
Trust Company
Kansas
$772K -$40.4K -252 -5%
Tudor Investment Corp
1232
Tudor Investment Corp
Connecticut
$770K -$195K -1,216 -21%
CFFP
1233
Center for Financial Planning
Michigan
$770K -$11.9K -74 -2%
BCM
1234
Boltwood Capital Management
California
$765K
CSWG
1235
Cardinal Strategic Wealth Guidance
Kentucky
$764K -$29.8K -186 -4%
BEI
1236
Benjamin Edwards Inc
Missouri
$763K +$18.8K +117 +3%
IP
1237
Isthmus Partners
Wisconsin
$762K
MFP
1238
Meridian Financial Partners
Virginia
$761K +$68K +424 +11%
AIC
1239
Archer Investment Corporation
Indiana
$761K -$24.8K -155 -3%
EM
1240
Excalibur Management
Massachusetts
$759K -$68.1K -425 -9%
IFWM
1241
Institute for Wealth Management
Colorado
$759K +$84.3K +526 +13%
WANY
1242
Wealthspire Advisors (New York)
New York
$757K -$1.91M -11,892 -73%
TA
1243
Tiedemann Advisors
New York
$757K +$10.4K +65 +1%
WA
1244
WBH Advisory
Maryland
$755K -$28.4K -177 -4%
ARMT
1245
Amica Retiree Medical Trust
Rhode Island
$755K
EWM
1246
Evermay Wealth Management
Virginia
$749K +$361K +2,250 +103%
SW
1247
SkyOak Wealth
Michigan
$747K -$962 -6 -0.1%
GRP
1248
Global Retirement Partners
California
$747K +$195K +1,219 +38%
GIM
1249
Goelzer Investment Management
Indiana
$746K +$4.65K +29 +0.7%
BDF
1250
Balasa Dinverno & Foltz
$739K -$34K -212 -5%

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.