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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
ECM
1551
EagleClaw Capital Management
Massachusetts
$368K -$16K -100 -4%
SWG
1552
Summit Wealth Group
Vermont
$368K +$11.5K +72 +3%
NIA
1553
Northstar Investment Advisors
Colorado
$367K
KMWM
1554
Keudell/Morrison Wealth Management
Oregon
$366K -$6.57K -41 -2%
SVWAG
1555
Sound View Wealth Advisors Group
Georgia
$366K +$5.61K +35 +2%
SFWC
1556
Strategic Family Wealth Counselors
New Jersey
$365K -$1.28K -8 -0.4%
FFG
1557
Ford Financial Group
California
$365K
NPT
1558
Nixon Peabody Trust
Massachusetts
$365K +$27.7K +173 +9%
KF
1559
Krilogy Financial
Missouri
$364K -$112K -697 -24%
PCP
1560
Proficio Capital Partners
Massachusetts
$364K -$10.1K -63 -3%
VCM
1561
Vivaldi Capital Management
Illinois
$364K +$304K +1,899 New
CCM
1562
Carderock Capital Management
Maryland
$363K -$51.6K -322 -13%
IIA
1563
ICW Investment Advisors
Arizona
$363K +$19.2K +120 +6%
FIM
1564
Frontier Investment Management
Texas
$363K +$344K +2,145 New
STB
1565
S&T Bank
Pennsylvania
$363K +$344K +2,145 New
TA
1566
Townsend & Associates
Colorado
$363K +$344K +2,149 New
CI
1567
Capital International
California
$362K -$986K -6,150 -74%
UWPG
1568
Ullmann Wealth Partners Group
Florida
$359K
MFG
1569
MidWestOne Financial Group
Iowa
$357K -$80.1K -500 -19%
FWM
1570
Focused Wealth Management
New York
$357K +$2.08K +13 +0.6%
TCM
1571
Traynor Capital Management
Pennsylvania
$356K -$12K -75 -3%
RWM
1572
Ritholtz Wealth Management
New York
$356K +$338K +2,108 New
IEFM
1573
IQ EQ Fund Management
Ireland
$355K -$154K -960 -31%
BG
1574
Berry Group
Massachusetts
$355K
DLCIG
1575
D.L. Carlson Investment Group
New Hampshire
$353K -$10.4K -65 -3%

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.