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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
FAM
1676
Fenimore Asset Management
New York
$263K -$12K -75 -5%
BCA
1677
Berman Capital Advisors
Georgia
$263K +$23.4K +146 +10%
FFS
1678
Founders Financial Securities
Maryland
$262K +$248K +1,550 New
SWP
1679
Strategic Wealth Partners
Ohio
$259K -$848K -5,290 -78%
PV
1680
Private Vista
Illinois
$258K -$394K -2,459 -62%
ECA
1681
Elevated Capital Advisors
Utah
$258K +$210K +1,312 New
AIM
1682
AMI Investment Management
Indiana
$257K
DDC
1683
DF Dent & Co
Maryland
$256K -$28K -175 -10%
CHC
1684
City Holding Co
West Virginia
$256K
SAA
1685
Southeast Asset Advisors
Georgia
$256K +$242K +1,513 New
MGIA
1686
Moneta Group Investment Advisors
Missouri
$256K +$243K +1,514 New
MWPCG
1687
Measured Wealth Private Client Group
New Hampshire
$255K +$242K +1,507 New
Financial Engines Advisors
1688
Financial Engines Advisors
California
$255K +$242K +1,509 New
EGA
1689
E&G Advisors
Texas
$254K
FMTCOCP
1690
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$254K
PO
1691
Private Ocean
California
$254K
CIG
1692
Cairn Investment Group
Washington
$253K
SIC
1693
Samalin Investment Counsel
New York
$253K +$8.01K +50 +3%
RI
1694
Rudd International
Florida
$253K +$240K +1,498 New
ACA
1695
Atlas Capital Advisors
Wyoming
$252K -$20K -125 -8%
FHA
1696
Flagship Harbor Advisors
Massachusetts
$252K +$14.6K +91 +6%
HAIM
1697
Hunter Associates Investment Management
Pennsylvania
$251K
FPFS
1698
First Personal Financial Services
North Carolina
$249K
FAM
1699
Formidable Asset Management
Ohio
$249K +$231K +1,440 New
CCA
1700
Cobblestone Capital Advisors
New York
$248K -$900K -5,618 -79%

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.