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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
AFIA
1476
America First Investment Advisors
Nebraska
$441K
IWA
1477
Intercontinental Wealth Advisors
Texas
$441K
QAM
1478
QCI Asset Management
New York
$440K -$3.53K -22 -0.8%
ACA
1479
Ackerman Capital Advisors
Texas
$440K
MIM
1480
Montgomery Investment Management
Maryland
$440K
AA
1481
Apriem Advisors
California
$439K
PB
1482
Pinnacle Bancorp
Nebraska
$436K -$16.8K -105 -4%
RWA
1483
River Wealth Advisors
Pennsylvania
$436K +$413K +2,578 New
IAIM
1484
International Assets Investment Management
Florida
$435K -$58.5K -365 -12%
LWAC
1485
Laurel Wealth Advisors (California)
California
$435K -$10.7K -67 -3%
NHC
1486
Nicholas Hoffman & Company
Georgia
$435K -$9.46K -59 -2%
ICM
1487
IMS Capital Management
Oregon
$433K -$8.01K -50 -2%
FA
1488
Financial Advisors
Massachusetts
$432K +$962 +6 +0.2%
AFC
1489
AFT Forsyth & Company
Florida
$428K -$65.7K -410 -14%
SL
1490
Stevard LLC
Illinois
$428K +$123K +765 +43%
WOSD
1491
WFA of San Diego
California
$426K +$388K +2,424 New
TIM
1492
Tortoise Investment Management
New York
$425K
VWM
1493
Valley Wealth Managers
New Jersey
$424K -$16K -100 -4%
DR
1494
Davis Rea
Ontario, Canada
$423K
FC
1495
Ferris Capital
Massachusetts
$423K +$5.45K +34 +1%
BMA
1496
Brooks Moore & Associates
Tennessee
$422K -$272K -1,700 -41%
BWM
1497
BerganKDV Wealth Management
Minnesota
$421K +$3.37K +21 +0.9%
TIA
1498
Tiemann Investment Advisors
California
$420K +$40.2K +251 +11%
TFS
1499
Thoroughbred Financial Services
Tennessee
$417K -$442K -2,758 -53%
KA
1500
Kovack Advisors
Florida
$415K -$91.5K -571 -19%

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.