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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
MC
1301
Montag & Caldwell
Georgia
$665K
OCM
1302
Orser Capital Management
Texas
$665K +$12.8K +80 +2%
AHB
1303
Abner Herrman & Brock
New Jersey
$662K -$6.89K -43 -1%
AWA
1304
ARS Wealth Advisors
Florida
$662K +$641 +4 +0.1%
CG
1305
Caprock Group
Idaho
$660K -$35.6K -222 -5%
AB
1306
Atlas Brown
Kentucky
$658K +$83.5K +521 +15%
WP
1307
WealthSource Partners
California
$657K -$257K -1,602 -29%
MCM
1308
Mengis Capital Management
Oregon
$656K +$481 +3 +0.1%
TSWM
1309
Triangle Securities Wealth Management
North Carolina
$653K -$97K -605 -14%
BOPW
1310
Brandywine Oak Private Wealth
Pennsylvania
$652K +$138K +861 +29%
TIA
1311
Traphagen Investment Advisors
New Jersey
$652K
HCM
1312
HMS Capital Management
Tennessee
$651K +$59.1K +369 +11%
ZB
1313
Zions Bancorporation
Utah
$648K -$212K -1,321 -26%
WPW
1314
Waldron Private Wealth
Pennsylvania
$643K -$24.5K -153 -4%
BWA
1315
Burt Wealth Advisors
Maryland
$641K
JFL
1316
Jarislowsky, Fraser Ltd
Quebec, Canada
$638K -$25.6K -160 -4%
BI
1317
Ballast Inc
Kentucky
$632K -$8.81K -55 -1%
VCM
1318
Violich Capital Management
California
$632K -$8.01K -50 -1%
SWM
1319
Selective Wealth Management
Virginia
$629K +$571K +3,560 +2,268%
RWB
1320
RMR Wealth Builders
New Jersey
$629K +$596K +3,719 New
GLA
1321
Good Life Advisors
Pennsylvania
$627K -$14.9K -93 -2%
PFM
1322
Parsec Financial Management
North Carolina
$625K -$57.7K -360 -9%
BPA
1323
Beacon Pointe Advisors
California
$623K +$194K +1,213 +49%
AL
1324
Arnhold LLC
New York
$622K
SS
1325
Sunbelt Securities
Texas
$619K -$4.77M -29,755 -89%

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.