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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
TF
1776
TRH Financial
Iowa
$209K +$198K +1,238 New
AO
1777
Advisor OS
Illinois
$209K +$199K +1,239 New
SMG
1778
Spectrum Management Group
Indiana
$208K
VFP
1779
Verus Financial Partners
Virginia
$208K +$197K +1,230 New
DBRC
1780
D.B. Root & Company
Pennsylvania
$208K +$198K +1,233 New
LWM
1781
Lenox Wealth Management
Ohio
$207K +$8.33K +52 +4%
AA
1782
Alesco Advisors
New York
$206K +$196K +1,220 New
POIA
1783
Pin Oak Investment Advisors
Texas
$205K
ESBC
1784
E.S. Barr & Co
Kentucky
$205K +$194K +1,210 New
Walleye Capital
1785
Walleye Capital
New York
$204K +$193K +1,206 New
ACM
1786
Argent Capital Management
Missouri
$204K +$193K +1,207 New
LRPA
1787
L. Roy Papp & Associates
Arizona
$203K -$477K -2,978 -71%
SA
1788
SRH Advisors
Kansas
$203K
HDIM
1789
Hanson & Doremus Investment Management
Vermont
$203K +$11.1K +69 +6%
PP
1790
PDS Planning
Ohio
$203K +$192K +1,199 New
MCC
1791
Malaga Cove Capital
California
$203K +$192K +1,200 New
TF
1792
Tompkins Financial
New York
$202K -$170K -1,060 -47%
UH
1793
Unigestion Holding
Switzerland
$202K +$192K +1,197 New
TA
1794
Trellis Advisors
Washington
$201K +$190K +1,187 New
CC
1795
Capital Counsel
New York
$201K +$191K +1,190 New
AIM
1796
AIA Investment Management
Singapore
$200K
GIA
1797
GHP Investment Advisors
Colorado
$200K +$190K +1,185 New
AWM
1798
Apollon Wealth Management
South Carolina
$189K +$179K +1,115 New
ADL
1799
Asset Dedication LLC
California
$188K -$143K -895 -44%
MHR
1800
Matthew Hamilton Rosenberg
$185K +$17.5K +109 +11%

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.