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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
MWA
1901
MFA Wealth Advisors
Pennsylvania
$23K +$21.8K +136 New
KLWA
1902
Kelly Lawrence W & Associates
California
$21K
YAL
1903
Your Advocates Ltd
Texas
$21K +$9.62K +60 +100%
HFS
1904
HBC Financial Services
Washington
$20K +$160 +1 +0.9%
MLFP
1905
MPS Loria Financial Planners
Illinois
$18K +$17.3K +108 New
MCM
1906
MV Capital Management
Maryland
$17K
IF
1907
Ironwood Financial
Arizona
$17K +$15.7K +98 New
RBC
1908
Roble Belko & Company
Pennsylvania
$16K
WCG
1909
Weaver Consulting Group
California
$16K
GWMIA
1910
Global Wealth Management Investment Advisory
Florida
$14K
NG
1911
NWK Group
California
$14K +$13K +81 New
LD
1912
Lipe & Dalton
New York
$13K
RDWM
1913
Red Door Wealth Management
Tennessee
$13K
CCM
1914
Cribstone Capital Management
Maine
$13K +$12K +75 New
BCM
1915
Bourgeon Capital Management
Connecticut
$11K
EWA
1916
Evolution Wealth Advisors
Florida
$11K +$4.17K +26 +70%
KFS
1917
Kelly Financial Services
Massachusetts
$10.7K
FCH
1918
Freestone Capital Holdings
Washington
$9.16K +$2.37M +14,798 +38%
CWC
1919
Carolinas Wealth Consulting
North Carolina
$8K +$8.01K +50 New
APWM
1920
Atlas Private Wealth Management
New York
$7K
TCM
1921
TD Capital Management
Tennessee
$7K
RG
1922
Retirement Group
California
$7K +$6.41K +40 New
CA
1923
Centerpoint Advisors
Massachusetts
$6K
ETI
1924
Enterprise Trust & Investment
California
$6K
RWG
1925
Regal Wealth Group
California
$6K

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.