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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
HIM
1751
Harbour Investment Management
Washington
$219K +$208K +1,297 New
OAM
1752
Oak Asset Management
California
$219K +$208K +1,297 New
RCA
1753
Resonant Capital Advisors
Wisconsin
$218K -$55.6K -347 -21%
BL
1754
Balentine LLC
Georgia
$218K +$110K +686 +114%
VFM
1755
Vivid Financial Management
California
$218K +$207K +1,289 New
CCM
1756
Consolidated Capital Management
California
$218K +$207K +1,290 New
BP
1757
BBR Partners
New York
$217K +$206K +1,286 New
GCA
1758
Greenwood Capital Associates
South Carolina
$216K +$205K +1,279 New
HCM
1759
Hengehold Capital Management
Ohio
$216K +$205K +1,279 New
CAMG
1760
CWA Asset Management Group
Florida
$216K +$205K +1,280 New
WAM
1761
Wakefield Asset Management
Colorado
$215K +$203K +1,269 New
LC
1762
Lindbrook Capital
California
$214K -$3.53K -22 -2%
SIS
1763
Sound Income Strategies
Florida
$214K +$2.08K +13 +1%
SWA
1764
SFMG Wealth Advisors
Texas
$214K +$202K +1,263 New
BWP
1765
Bernardo Wealth Planning
Pennsylvania
$214K +$203K +1,268 New
SHWM
1766
Smith & Howard Wealth Management
Georgia
$213K +$202K +1,259 New
PGAM
1767
Princeton Global Asset Management
New Jersey
$212K +$131K +820 +187%
NQWM
1768
Northwest Quadrant Wealth Management
Oregon
$212K +$205K +1,282 New
OSNBOA
1769
Old Second National Bank of Aurora
Illinois
$211K -$45.2K -282 -18%
PVH
1770
Psagot Value Holdings
Israel
$211K
PHAM
1771
Palisades Hudson Asset Management
Florida
$211K +$200K +1,250 New
CAI
1772
Capital Advisors Inc
Oklahoma
$210K +$187K +1,167 New
FUBT
1773
First United Bank & Trust
Maryland
$210K +$200K +1,245 New
BBA
1774
Braun-Bostich & Associates
Pennsylvania
$209K
GSBTD
1775
Glenview State Bank Trust Department
Illinois
$209K +$198K +1,237 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.