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
DI
1576
Diligent Investors
California
$353K +$5.93K +37 +2%
AIP
1577
Almanack Investment Partners
Pennsylvania
$352K -$147K -916 -31%
HPWM
1578
Highland Private Wealth Management
Washington
$350K -$21.3K -133 -6%
DBG
1579
De Burlo Group
Massachusetts
$348K
FPS
1580
Fieldpoint Private Securities
Connecticut
$348K +$8.81K +55 +3%
JAFL
1581
Jay A. Fishman Ltd
Michigan
$347K
HIM
1582
HughesLittle Investment Management
$347K
SIAS
1583
Shine Investment Advisory Services
Colorado
$346K +$3.85K +24 +1%
SPL
1584
Smart Portfolios LLC
Washington
$345K
FMTC
1585
Farmers & Merchants Trust Company
California
$345K +$4.49K +28 +1%
GA
1586
Greenhaven Associates
New York
$344K
SWK
1587
Stephen W. Kidder
$344K
CFD
1588
Creative Financial Designs
Indiana
$343K +$51K +318 +19%
PWPS
1589
Pinnacle Wealth Planning Services
Ohio
$342K -$152K -951 -32%
IA
1590
IndexIQ Advisors
New York
$340K +$284K +1,770 +738%
BCM
1591
Brooktree Capital Management
Michigan
$339K -$53.7K -335 -14%
NFG
1592
Next Financial Group
Texas
$338K -$30.1K -188 -9%
ACM
1593
Armbruster Capital Management
New York
$338K
FTC
1594
Farmers Trust Company
Ohio
$338K
RVPG
1595
Relative Value Partners Group
$338K
DCM
1596
Donaldson Capital Management
Indiana
$337K
JIM
1597
Jupiter Investment Management
United Kingdom
$335K -$84.5K -527 -21%
NED
1598
Nancy E. Dempze
$335K
SAM
1599
Secure Asset Management
Michigan
$333K +$1.6K +10 +0.5%
MOS
1600
MGO One Seven
Ohio
$332K +$20.4K +127 +7%

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.