We are live on ! Find out more
UNP icon

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
WFMPM
1826
Woodley Farra Manion Portfolio Management
Indiana
$121K
AWA
1827
Arkadios Wealth Advisors
Georgia
$118K -$23.7K -148 -18%
AWM
1828
Atticus Wealth Management
Florida
$118K -$40.1K -250 -26%
PCIA
1829
Prime Capital Investment Advisors
Kansas
$118K -$3.85K -24 -3%
GAM
1830
Gemmer Asset Management
California
$118K
CIM
1831
Centersquare Investment Management
Pennsylvania
$115K +$19.1K +119 +21%
AW
1832
Avion Wealth
Texas
$112K
BIMC
1833
Benson Investment Management Company
Virginia
$112K
TFO
1834
Tarbox Family Office
California
$110K +$24.8K +155 +31%
CI Investments Inc
1835
CI Investments Inc
Ontario, Canada
$110K +$104K +651 New
JFA
1836
JNBA Financial Advisors
Minnesota
$109K
TFA
1837
Toth Financial Advisory
Virginia
$106K +$801 +5 +0.8%
LFG
1838
Larson Financial Group
Missouri
$102K
HI
1839
Human Investing
Oregon
$98K
JSC
1840
Jackson Square Capital
California
$97K
WB
1841
West Bancorporation
Iowa
$96K +$13.8K +86 +18%
FCA
1842
FinTrust Capital Advisors
South Carolina
$92K -$3.37K -21 -4%
MSFP
1843
Mark Sheptoff Financial Planning
Connecticut
$88K
IRC
1844
Investors Research Corp
Georgia
$85K
ATC
1845
Adirondack Trust Company
New York
$81K
PA
1846
Procyon Advisors
Connecticut
$78K -$1.44K -9 -2%
PCA
1847
Providence Capital Advisors
North Carolina
$76K
JGIA
1848
Jackson Grant Investment Advisers
Connecticut
$75K +$321 +2 +0.5%
TC
1849
Truvestments Capital
Florida
$73K +$69.9K +436 New
1W
1850
1776 Wealth
Georgia
$71K -$46K -287 -41%

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.