We are live on ! Find out more
UNP icon

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
FWM
1451
Fairhaven Wealth Management
Illinois
$461K -$48.9K -305 -10%
RM
1452
Resource Management
Louisiana
$461K
GLLW
1453
Graves Light Lenhart Wealth
Virginia
$460K
PFG
1454
PAX Financial Group
Texas
$460K +$5.45K +34 +1%
CRCM
1455
Corbett Road Capital Management
Virginia
$460K +$437K +2,725 New
CMANY
1456
Capital Management Associates (New York)
New York
$459K -$6.25K -39 -1%
TL
1457
TrueWealth LLC
Georgia
$457K -$8.17K -51 -2%
ACG
1458
Allen Capital Group
Nebraska
$457K -$7.05K -44 -2%
SWM
1459
SVA Wealth Management
Wisconsin
$456K -$33K -206 -7%
VCM
1460
Versant Capital Management
Arizona
$453K -$3.69K -23 -0.9%
PCA
1461
Personal Capital Advisors
California
$452K -$45.8K -286 -10%
TFS
1462
TrustCore Financial Services
Tennessee
$452K +$26.1K +163 +6%
MPIA
1463
Mountain Pacific Investment Advisers
Idaho
$450K -$112K -700 -21%
IF
1464
Intrua Financial
Texas
$449K +$380K +2,369 New
RMAM
1465
Raab & Moskowitz Asset Management
New Jersey
$448K -$24K -150 -5%
PWP
1466
Principle Wealth Partners
Connecticut
$448K
CCM
1467
Carlson Capital Management
Minnesota
$447K +$59.9K +374 +16%
SFG
1468
Sunburst Financial Group
Alabama
$446K -$12K -75 -3%
SLF
1469
Sun Life Financial
Ontario, Canada
$446K -$10.7K -67 -2%
CP
1470
Cumberland Partners
Ontario, Canada
$446K
EWM
1471
Edge Wealth Management
New York
$445K
ODCM
1472
Old Dominion Capital Management
Virginia
$444K
LA
1473
LVW Advisors
New York
$443K +$95K +593 +29%
QI
1474
Qtron Investments
Massachusetts
$443K +$420K +2,620 New
WA
1475
Wambolt & Associates
Colorado
$442K -$281K -1,751 -40%

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.