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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
TAIM
1526
TD Ameritrade Investment Management
Nebraska
$393K -$46.8K -292 -11%
SP
1527
Symmetry Partners
Connecticut
$392K +$10.4K +65 +3%
AWM
1528
Aries Wealth Management
Maine
$392K +$18.9K +118 +5%
WI
1529
Wintrust Investments
Illinois
$390K -$14.4K -90 -4%
DWA
1530
Divergent Wealth Advisors
Utah
$389K
SP
1531
Successful Portfolios
Florida
$389K +$10.1K +63 +3%
SFA
1532
Stewardship Financial Advisors
Georgia
$385K
WC
1533
Woodstock Corp
Massachusetts
$383K +$2.4K +15 +0.7%
DHFB
1534
Dixon Hubard Feinour & Brown
Virginia
$382K
RIA
1535
Realta Investment Advisors
Delaware
$381K -$11.1K -69 -3%
WA
1536
WealthTrust Axiom
Pennsylvania
$380K -$7.85K -49 -2%
KFA
1537
Krane Funds Advisors
New York
$380K +$360K +2,247 New
GCAC
1538
Guardian Capital Advisors (Canada)
Ontario, Canada
$379K -$80.1K -500 -14%
HWA
1539
HHM Wealth Advisors
Tennessee
$378K +$4.33K +27 +1%
PMFA
1540
Plante Moran Financial Advisors
Michigan
$377K +$168K +1,046 +88%
OAM
1541
Optimal Asset Management
California
$375K -$255K -1,594 -42%
IWP
1542
Icon Wealth Partners
Texas
$375K +$355K +2,217 New
GW
1543
GW & Wade
Massachusetts
$374K -$39.1K -244 -10%
CWG
1544
Cornerstone Wealth Group
North Carolina
$374K -$18.8K -117 -5%
IFAM
1545
Institutional & Family Asset Management
Colorado
$374K
CFO
1546
CVA Family Office
Colorado
$373K
CLOS
1547
Compagnie Lombard Odier SCmA
Switzerland
$372K
DA
1548
Detalus Advisors
Missouri
$372K +$4.65K +29 +1%
CF
1549
Centaurus Financial
California
$369K -$295K -1,838 -46%
DACG
1550
Donor Advised Charitable Giving
California
$369K -$15.2K -95 -4%

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.