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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
JCM
1251
Jag Capital Management
Missouri
$739K -$14.3K -89 -2%
MWM
1252
Mission Wealth Management
California
$738K +$33.8K +211 +5%
KPW
1253
Kore Private Wealth
New York
$735K -$30.6K -191 -4%
DAM
1254
Diamant Asset Management
Connecticut
$735K
MCM
1255
Maryland Capital Management
Maryland
$734K +$6.73K +42 +1%
PCM
1256
Prelude Capital Management
New York
$734K +$695K +4,339 New
DI
1257
DAGCO Inc
Ohio
$733K +$321 +2 +0%
HCA
1258
Heck Capital Advisors
Wisconsin
$733K +$163K +1,016 +31%
CC
1259
Courier Capital
New York
$731K -$27.2K -170 -4%
TTWM
1260
TCV Trust & Wealth Management
Virginia
$731K -$1.92K -12 -0.3%
IWM
1261
IHT Wealth Management
Illinois
$728K -$420K -2,621 -38%
GAG
1262
GM Advisory Group
New York
$728K
BCM
1263
Bayesian Capital Management
New York
$727K +$689K +4,300 New
NIM
1264
Nexus Investment Management
Ontario, Canada
$724K +$72.1K +450 +12%
LP
1265
LMR Partners
United Kingdom
$724K +$686K +4,282 New
MAM
1266
Meeder Asset Management
Ohio
$720K -$2.04M -12,742 -75%
CWM
1267
Centric Wealth Management
Illinois
$720K +$72.4K +452 +12%
LCAM
1268
London & Capital Asset Management
United Kingdom
$718K -$135K -840 -17%
GSIS
1269
Global Strategic Investment Solutions
Arizona
$717K
VWA
1270
Visionary Wealth Advisors
Illinois
$717K +$74.7K +466 +12%
EFSCE
1271
Enterprise Financial Services Corp (EFSC)
Missouri
$715K +$5.61K +35 +0.8%
MJP
1272
Michael J. Puzo
$714K
S
1273
SimplyRich
California
$714K
IWC
1274
Integrated Wealth Concepts
Massachusetts
$714K +$55.9K +349 +9%
AIIMS
1275
Analyst IMS Investment Management Services
Israel
$711K -$130K -811 -16%

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.