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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
MA
1801
MCF Advisors
Kentucky
$181K
CAL
1802
Capital Analysts LLC
Pennsylvania
$175K +$321 +2 +0.2%
GG
1803
Gleason Group
Kentucky
$174K -$15.1K -94 -8%
WC
1804
Wexford Capital
Florida
$169K +$160K +1,000 New
VRM
1805
Vectors Research Management
New York
$167K -$5.61K -35 -3%
LWM
1806
Liberty Wealth Management
California
$165K +$4.65K +29 +3%
CMA
1807
Cedar Mountain Advisors
Oregon
$164K +$6.57K +41 +4%
SC
1808
Steph & Co
Wisconsin
$163K +$155K +965 New
Capstone Investment Advisors
1809
Capstone Investment Advisors
New York
$161K -$4.75M -29,626 -97%
CI
1810
CX Institutional
Indiana
$159K +$9.29K +58 +7%
LWA
1811
Lenox Wealth Advisors
New York
$147K -$13.8K -86 -9%
ST
1812
Sageworth Trust
Pennsylvania
$145K +$1.12K +7 +0.8%
PWMG
1813
Prestige Wealth Management Group
New Jersey
$145K +$102K +634 +283%
VIM
1814
Veritas Investment Management
United Kingdom
$144K -$24K -150 -15%
BAM
1815
Bellevue Asset Management
Washington
$144K
WOC
1816
West Oak Capital
California
$143K
CIM
1817
Contravisory Investment Management
Massachusetts
$143K +$70K +437 +109%
TF
1818
TimeScale Financial
Massachusetts
$142K +$641 +4 +0.5%
JWA
1819
JFS Wealth Advisors
Pennsylvania
$136K
WAM
1820
Westport Asset Management
Connecticut
$135K
GFPC
1821
Global Financial Private Client
Florida
$134K
CFG
1822
Capstone Financial Group
Oklahoma
$133K +$125K +781 New
AP
1823
Atwood & Palmer
Missouri
$131K
RTC
1824
Riverview Trust Company
Washington
$130K
AA
1825
AlphaMark Advisors
Kentucky
$121K -$2.24K -14 -2%

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.