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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
ER
1376
Enlightenment Research
Florida
$558K +$529K +3,300 New
FFA
1377
First Foundation Advisors
California
$557K +$66.5K +415 +14%
CBA
1378
Coastal Bridge Advisors
Connecticut
$556K
EWP
1379
Engrave Wealth Partners
Texas
$556K
WIC
1380
Whitegate Investment Counselors
New Hampshire
$556K
SFA
1381
Souders Financial Advisors
Ohio
$556K +$251K +1,565 +91%
BWM
1382
Buckley Wealth Management
Nevada
$551K -$481 -3 -0.1%
PTB
1383
Pioneer Trust Bank
Oregon
$549K -$4.33K -27 -0.8%
SCM
1384
Stonebridge Capital Management
California
$549K +$36.1K +225 +7%
MA
1385
MONECO Advisors
Connecticut
$547K +$1.76K +11 +0.3%
Kovitz Investment Group Partners
1386
Kovitz Investment Group Partners
Illinois
$546K -$899K -5,610 -63%
SIA
1387
Starfire Investment Advisers
Michigan
$544K
SCP
1388
Stamos Capital Partners
California
$541K -$1.24M -7,713 -71%
NEPPG
1389
New England Professional Planning Group
Rhode Island
$541K -$38.1K -238 -8%
SCM
1390
Soros Capital Management
New York
$541K +$61.4K +383 +14%
BCM
1391
Brown Capital Management
Maryland
$540K -$3.04K -19 -0.6%
PTC
1392
Philadelphia Trust Company
Pennsylvania
$540K
CF
1393
Copperwynd Financial
Arizona
$538K -$43.4K -271 -8%
B
1394
Brightworth
Georgia
$537K +$56.3K +351 +12%
CPSC
1395
Carl P. Sherr & Co
Massachusetts
$536K
RZH
1396
Relyea Zuckerberg Hanson
Connecticut
$534K -$9.46K -59 -2%
MFW
1397
Mosaic Family Wealth
Missouri
$533K -$16.7K -104 -3%
NWP
1398
Northstar Wealth Partners
Connecticut
$533K +$9.94K +62 +2%
OPA
1399
Old Port Advisors
Maine
$533K +$33.8K +211 +7%
MPPLM
1400
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$532K +$39.7K +248 +6%

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.