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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
VCA
1601
Verdence Capital Advisors
Maryland
$331K -$61.7K -385 -16%
WRM
1602
Weybosset Research & Management
Rhode Island
$330K -$240K -1,500 -43%
CYG
1603
Clean Yield Group
Vermont
$330K
FANJ
1604
Financial Architects (New Jersey)
New Jersey
$326K -$57.7K -360 -16%
FM
1605
Family Management
New York
$326K +$30.3K +189 +11%
DAM
1606
Delta Asset Management
Tennessee
$325K
BWP
1607
BSW Wealth Partners
Colorado
$325K +$4.65K +29 +2%
DC
1608
DeDora Capital
California
$323K +$306K +1,908 New
MG
1609
Mather Group
Illinois
$318K -$10.3K -64 -3%
MAM
1610
Marotta Asset Management
Virginia
$317K
BOS
1611
Bank of Stockton
California
$313K -$1.76K -11 -0.6%
JCM
1612
Janney Capital Management
Pennsylvania
$310K
MSS
1613
Mitchell Sinkler & Starr
Pennsylvania
$309K
AFP
1614
Ausdal Financial Partners
Iowa
$308K +$1.44K +9 +0.5%
MIM
1615
Macroview Investment Management
Maryland
$307K
WI
1616
WrapManager Inc
California
$307K +$291K +1,813 New
ATWA
1617
Arbor Trust Wealth Advisors
Michigan
$305K -$32.7K -204 -10%
PPP
1618
Private Portfolio Partners
New Jersey
$305K -$19.1K -119 -6%
JFGIW
1619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$305K +$90.1K +562 +45%
BCM
1620
Blume Capital Management
California
$304K
SEC
1621
Seven Eight Capital
New York
$304K +$288K +1,800 New
BFC
1622
Bedel Financial Consulting
Indiana
$303K -$2.56K -16 -0.9%
IC
1623
InterOcean Capital
Illinois
$303K
LC
1624
LCNB Corp
Ohio
$300K
SB
1625
Strategic Blueprint
Georgia
$299K +$6.89K +43 +2%

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.