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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
WP
1401
WealthShield Partners
North Carolina
$532K +$504K +3,146 New
CAW
1402
Cornerstone Advisors (Washington)
Washington
$531K +$72.6K +453 +17%
WA1
1403
Wimmer Associates 1
California
$528K -$190K -1,185 -30%
PBO
1404
Peoples Bank (Ohio)
Ohio
$527K +$8.01K +50 +2%
AG
1405
AlphaSimPlex Group
Massachusetts
$525K +$498K +3,107 New
LSV Asset Management
1406
LSV Asset Management
Illinois
$524K -$80.1K -500 -14%
GAM
1407
Gotham Asset Management
New York
$516K -$2.05M -12,780 -81%
SDWIA
1408
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$516K +$5.29K +33 +1%
AWS
1409
Arkfeld Wealth Strategies
Nebraska
$515K +$16K +100 +3%
FPCP
1410
Fort Point Capital Partners
California
$514K +$28K +175 +6%
BAM
1411
Berkshire Asset Management
Pennsylvania
$513K -$83.5K -521 -15%
BBA
1412
BLB&B Advisors
Pennsylvania
$513K +$8.49K +53 +2%
MSAM
1413
Moloney Securities Asset Management
Missouri
$513K +$85.9K +536 +21%
CAG
1414
Crestwood Advisors Group
Massachusetts
$512K -$39.9K -249 -8%
SC
1415
SRB Corp
Massachusetts
$511K +$17.5K +109 +4%
ACM
1416
Advisors Capital Management
New Jersey
$508K +$54.5K +340 +13%
AIM
1417
Axiom Investment Management
New York
$507K
SIC
1418
Salem Investment Counselors
North Carolina
$505K -$2.56K -16 -0.5%
NVIM
1419
New Vernon Investment Management
Illinois
$505K
HR
1420
Hayden Royal
North Carolina
$504K +$22.4K +140 +5%
HL
1421
HeadInvest LLC
Maine
$503K -$641 -4 -0.1%
SIG
1422
Sargent Investment Group
Maryland
$501K -$28.8K -180 -6%
DWA
1423
Dougherty Wealth Advisers
Minnesota
$501K
IA
1424
IFG Advisors
Missouri
$501K
TAM
1425
Trillium Asset Management
Massachusetts
$499K -$6.25K -39 -1%

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.