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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
JPLA
1926
Joseph P. Lucia & Associates
New York
$5K
AP
1927
Arlington Partners
Alabama
$4K -$133K -828 -97%
FRA
1928
Front Row Advisors
California
$4K -$1.28K -8 -26%
Kayne Anderson Rudnick Investment Management
1929
Kayne Anderson Rudnick Investment Management
California
$4K
LGWM
1930
Litman Gregory Wealth Management
California
$4K
OAJ
1931
Ogorek Anthony Joseph
New York
$4K
JWM
1932
Janiczek Wealth Management
Colorado
$4K +$3.85K +24 New
LF
1933
Lee Financial
Texas
$3K
SCA
1934
Stuart Chaussee & Associates
California
$3K
SWM
1935
Sugarloaf Wealth Management
Georgia
$3K
EI
1936
Ellevest Inc
New York
$2K -$188K -1,172 -99%
PG
1937
Proffitt & Goodson
Tennessee
$2K
ETC
1938
Exchange Traded Concepts
Oklahoma
$2K +$1.6K +10 New
JG
1939
Jefferies Group
New York
$1.05K +$994K +6,205 New
NC
1940
NewSquare Capital
Pennsylvania
$1K -$41.3K -258 -98%
WAS
1941
Winch Advisory Services
Wisconsin
$1K +$1.28K +8 New
TI
1942
tru Independence
Oregon
$507 +$6.25K +39 +1%
WIM
1943
Westside Investment Management
California
$44
Winslow Capital Management
1944
Winslow Capital Management
Minnesota
-$175M -1,241,720 Closed
MSE
1945
MUFG Securities EMEA
United Kingdom
-$66.3M -470,000 Closed
Two Sigma Investments
1946
Two Sigma Investments
New York
-$65M -460,884 Closed
CM
1947
Corvex Management
New York
-$27.9M -198,000 Closed
Sands Capital Management
1948
Sands Capital Management
Virginia
-$22.4M -159,171 Closed
VPI
1949
Value Partners Investments
Manitoba, Canada
-$20M -141,568 Closed
ZIG
1950
Zurich Insurance Group
Switzerland
-$17.8M -125,860 Closed

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.