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
MIC
1501
Means Investment Company
Maine
$415K -$14.9K -93 -4%
MCA
1502
Magnolia Capital Advisors
Mississippi
$414K +$1.12K +7 +0.3%
FEM
1503
Fulcrum Equity Management
Texas
$413K +$71.2K +444 +22%
KC
1504
Kingfisher Capital
North Carolina
$412K -$61.9K -386 -14%
TNB
1505
Thomasville National Bank
Georgia
$408K -$43.6K -272 -10%
CII
1506
Capital International Inc
California
$407K -$213K -1,328 -36%
LWS
1507
Lucia Wealth Services
California
$407K -$8.33K -52 -2%
FMLI
1508
Fukoku Mutual Life Insurance
Japan
$406K -$64.1K -400 -14%
FFIC
1509
First Fiduciary Investment Counsel
Ohio
$406K
SSWG
1510
Seven Springs Wealth Group
Tennessee
$405K
TCM
1511
Tufton Capital Management
Maryland
$405K
LB
1512
Legacy Bridge
Iowa
$404K -$108K -674 -22%
SFG
1513
StrategIQ Financial Group
Indiana
$403K
CAC
1514
Certified Advisory Corp
Florida
$403K +$1.44K +9 +0.4%
PVWM
1515
Point View Wealth Management
New Jersey
$401K
EWA
1516
Exencial Wealth Advisors
Oklahoma
$400K -$17.9K -112 -5%
HIC
1517
Harvey Investment Company
Kentucky
$400K
CG
1518
CFO4Life Group
Texas
$399K +$5.77K +36 +2%
IDA
1519
Intelligence Driven Advisers
California
$398K -$4.81K -30 -1%
GIA
1520
Granite Investment Advisors
New Hampshire
$398K
VAM
1521
Verity Asset Management
North Carolina
$398K +$158K +984 +57%
MC
1522
Mathes Company
New York
$397K -$57.7K -360 -13%
SFSG
1523
Sound Financial Strategies Group
Mississippi
$397K -$3.53K -22 -0.9%
MS
1524
Madden Securities
Texas
$396K +$376K +2,345 New
PFGIA
1525
Patriot Financial Group Insurance Agency
Massachusetts
$395K -$270K -1,687 -42%

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.