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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
HGWM
1851
Harvest Group Wealth Management
Massachusetts
$69K
CAM
1852
Costello Asset Management
Pennsylvania
$69K +$65.5K +409 New
CAM
1853
CenterStar Asset Management
Illinois
$68K
PFO
1854
Pathstone Family Office
New Jersey
$68K
FMP
1855
Financial Management Professionals
Texas
$68K +$64.3K +401 New
VAIA
1856
Virtus Alternative Investment Advisers
Connecticut
$68K +$64.3K +401 New
CIA
1857
Cascade Investment Advisors
Oregon
$67.6K
FBT
1858
First Bank & Trust
South Dakota
$67K -$225K -1,403 -78%
AAP
1859
Arax Advisory Partners
Colorado
$66K +$321 +2 +0.5%
GWS
1860
Glassman Wealth Services
Virginia
$65K -$5.45K -34 -8%
TI
1861
Truehand Inc
New Hampshire
$61K
SC
1862
Solstein Capital
California
$59K -$8.01K -50 -13%
CCA
1863
Column Capital Advisors
Indiana
$59K -$5.45K -34 -9%
TPWA
1864
TRUE Private Wealth Advisors
Oregon
$58K
CDIA
1865
Capital Directions Investment Advisors
Georgia
$57K
CA
1866
Crewe Advisors
Utah
$57K
IAS
1867
IMA Advisory Services
Colorado
$54K
CHA
1868
Carmichael Hill & Associates
Maryland
$51K
HFA
1869
HC Financial Advisors
California
$48K +$160 +1 +0.4%
SQA
1870
Simon Quick Advisors
New Jersey
$45K -$14.7K -92 -26%
PCFFS
1871
Pacific Center for Financial Services
California
$45K +$42.3K +264 New
TFA
1872
Transamerica Financial Advisors
Florida
$45K +$42.5K +265 New
MF
1873
Manchester Financial
California
$43K
MFT
1874
Moisand Fitzgerald Tamayo
Florida
$43K +$1.92K +12 +5%
AIM
1875
Arcadia Investment Management
Michigan
$42K

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.