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Union Pacific

2,012 hedge funds and large institutions have $105B invested in Union Pacific in 2020 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 743 increasing their positions, 811 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 69

51% more call options, than puts

Call options by funds: $1.14B | Put options by funds: $752M

15% more capital invested

Capital invested by funds: $91.4B → $105B (+$13.4B)

14% more funds holding in top 10

Funds holding in top 10: 7383 (+10)

4% more funds holding

Funds holding: 1,9402,012 (+72)

8% less repeat investments, than reductions

Existing positions increased: 743 | Existing positions reduced: 811

1.14% less ownership

Funds ownership: 79.72%78.58% (-1.1%)

Holders
2,012
Holders Change
+72
Holders Change %
+3.71%
% of All Funds
40.6%
Holding in Top 10
83
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+13.7%
% of All Funds
1.67%
New
158
Increased
743
Reduced
811
Closed
69
Calls
$1.14B
Puts
$752M
Net Calls
+$384M
Net Calls Change
+$94.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DBG
1526
De Burlo Group
Massachusetts
$465K -$18.6K -100 -4%
HIC
1527
Harvey Investment Company
Kentucky
$465K
SLF
1528
Sun Life Financial
Ontario, Canada
$463K -$52K -280 -11%
IDA
1529
Intelligence Driven Advisers
California
$463K
MC
1530
Mathes Company
New York
$463K
LB
1531
Legacy Bridge
Iowa
$462K -$8.36K -45 -2%
CG
1532
CFO4Life Group
Texas
$462K -$3.35K -18 -0.8%
SP
1533
Successful Portfolios
Florida
$462K +$7.99K +43 +2%
PFGIA
1534
Patriot Financial Group Insurance Agency
Massachusetts
$460K
SFG
1535
StrategIQ Financial Group
Indiana
$459K -$9.29K -50 -2%
BRWM
1536
B. Riley Wealth Management
Tennessee
$457K -$2.76M -14,839 -86%
CII
1537
Capital International Inc
California
$457K -$15.8K -85 -4%
SFSG
1538
Sound Financial Strategies Group
Mississippi
$456K -$6.5K -35 -1%
LOAMS
1539
Lombard Odier Asset Management (Switzerland)
Switzerland
$454K +$429K +2,307 New
WMA
1540
Wealth Management Associates
New Jersey
$453K +$427K +2,300 New
RIM
1541
Rampart Investment Management
Connecticut
$452K -$2.36M -12,695 -85%
TA
1542
Townsend & Associates
Colorado
$444K +$2.04K +11 +0.5%
WI
1543
Wintrust Investments
Illinois
$443K -$10.6K -57 -2%
WA
1544
WealthTrust Axiom
Pennsylvania
$443K
AIP
1545
Almanack Investment Partners
Pennsylvania
$443K +$21.6K +116 +6%
FPGK
1546
Financial Partners Group (Kansas)
Kansas
$443K +$418K +2,248 New
CL
1547
CSS LLC
Illinois
$443K +$418K +2,250 New
RIA
1548
Realta Investment Advisors
Delaware
$442K -$2.04K -11 -0.5%
TCM
1549
Traynor Capital Management
Pennsylvania
$442K +$45K +242 +11%
HWA
1550
HHM Wealth Advisors
Tennessee
$441K

UNP Hedge Fund Activity: Q3 2020 in Review

2,012 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Union Pacific (UNP) for Q3 2020, worth a combined $105B — up 15% from $91.4B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new UNP positions and 69 closed out — a net gain of 89 holders — while 743 added to existing stakes and 811 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $386M. The largest seller was JP Morgan Chase, cutting an estimated $629M.

  • 2,012 institutional investors held Union Pacific (UNP) as of Q3 2020, up from 1,940 in Q2 2020.
  • Funds reported $105B of Union Pacific stock for Q3 2020, up 15% quarter-over-quarter.
  • 158 funds opened new Union Pacific positions in Q3 2020 and 69 closed out, a net change of +89 holders.
  • The largest Union Pacific buyer in Q3 2020 was T. Rowe Price Associates, an estimated $386M added.
  • The largest Union Pacific seller in Q3 2020 was JP Morgan Chase, an estimated $629M sold.

Based on aggregated 13F filings for Q3 2020.