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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
GEA
1726
Glen Eagle Advisors
New Jersey
$232K -$160 -1 -0.1%
LWM
1727
Lyell Wealth Management
California
$231K -$136K -850 -38%
MPW
1728
Monterey Private Wealth
California
$231K +$219K +1,365 New
FSC
1729
Full Sail Capital
Oklahoma
$230K -$730K -4,554 -79%
AAM
1730
Aureus Asset Management
Massachusetts
$230K -$28.2K -176 -11%
NP
1731
NorthRock Partners
Minnesota
$229K -$23.6K -147 -10%
CL
1732
CPWM LLC
Washington
$229K +$217K +1,357 New
GWCM
1733
Godshalk Welsh Capital Management
Pennsylvania
$228K +$216K +1,350 New
HI
1734
Hudock Inc
Pennsylvania
$227K +$40.1K +250 +23%
HHGA
1735
Halbert Hargrove Global Advisors
California
$227K +$215K +1,341 New
SAM
1736
Strategy Asset Managers
California
$227K +$215K +1,341 New
SRC
1737
Sage Rhino Capital
California
$227K +$215K +1,342 New
FBFS
1738
First Business Financial Services
Wisconsin
$227K +$215K +1,344 New
NAM
1739
NTV Asset Management
West Virginia
$226K +$214K +1,336 New
UR
1740
USCA RIA
Texas
$225K -$248K -1,548 -54%
GAM
1741
Gould Asset Management
California
$225K -$144K -900 -40%
PCS
1742
Personal CFO Solutions
New Jersey
$225K +$214K +1,333 New
FC
1743
Forte Capital
New York
$224K +$212K +1,323 New
BA
1744
Ballast Advisors
Minnesota
$224K +$212K +1,325 New
RSS
1745
Rosenblum Silverman Sutton
California
$224K +$213K +1,326 New
WPA
1746
West Paces Advisors
Georgia
$224K -$8.17K -51 -4%
VA
1747
Valmark Advisers
Ohio
$222K -$75.2K -469 -26%
CNB
1748
Camden National Bank
Maine
$222K +$211K +1,314 New
FWM
1749
FSA Wealth Management
Massachusetts
$220K
VCP
1750
Vista Capital Partners
Oregon
$220K +$209K +1,304 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.