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
FCIM
1626
Fairview Capital Investment Management
California
$299K +$14.1K +88 +5%
OCPWS
1627
One Charles Private Wealth Services
Massachusetts
$299K +$256K +1,600 New
LWM
1628
Laidlaw Wealth Management
New York
$297K +$10.3K +64 +4%
PG
1629
Patten Group
Tennessee
$296K
AWM
1630
Aevitas Wealth Management
Massachusetts
$296K +$962 +6 +0.3%
BOS
1631
Bingham Osborn & Scarborough
California
$295K -$7.37K -46 -3%
AF
1632
Affiance Financial
Minnesota
$295K
UAS
1633
United Asset Strategies
New York
$295K +$3.21K +20 +1%
TFF
1634
The Family Firm
Maryland
$294K -$323K -2,018 -54%
CAAS
1635
Capital Asset Advisory Services
Michigan
$294K -$1.76K -11 -0.7%
SC
1636
Searle & Co
Connecticut
$293K
PWM
1637
PBMares Wealth Management
Virginia
$293K +$160 +1 +0.1%
CA
1638
Calton & Associates
Florida
$293K +$278K +1,732 New
AssetMark Inc
1639
AssetMark Inc
California
$292K -$131K -819 -32%
SXL
1640
Summit X LLC
Missouri
$292K +$17K +106 +7%
AW
1641
Alpha Windward
Massachusetts
$290K -$2.24K -14 -0.8%
TSW
1642
Thompson Siegel & Walmsley
Virginia
$289K +$962 +6 +0.4%
NWM
1643
Northwest Wealth Management
Iowa
$287K
KFI
1644
Key Financial Inc
Pennsylvania
$286K -$36.9K -230 -12%
WAAG
1645
Wealth Alliance Advisory Group
Kansas
$286K +$271K +1,694 New
KTC
1646
Kistler-Tiffany Companies
Pennsylvania
$285K -$59.8K -373 -18%
MKC
1647
M. Kraus & Co
Vermont
$285K
PCMC
1648
Private Capital Management (Colorado)
Colorado
$285K +$271K +1,689 New
PTC
1649
Petrus Trust Company
Texas
$284K +$269K +1,679 New
NCM
1650
Northside Capital Management
Oregon
$284K +$269K +1,680 New

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.