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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
WAP
2001
Wealthcare Advisory Partners
Pennsylvania
-$170K -1,206 Closed
AIM
2002
Aigen Investment Management
New York
-$167K -1,183 Closed
CFA
2003
CWS Financial Advisors
Michigan
-$211K -1,166 Closed
VCS
2004
Vaughan & Co Securities
New Jersey
-$133K -940 Closed
MWM
2005
MBE Wealth Management
Wisconsin
-$125K -889 Closed
EWM
2006
EPG Wealth Management
Georgia
-$78K -554 Closed
AA
2007
Advisory Alpha
Michigan
-$63.7K -418 Closed
IUHSA
2008
Itau Unibanco Holding S.A.
Brazil
-$55K -393 Closed
ACM
2009
AUA Capital Management
Pennsylvania
-$48.1K -300 Closed
WAM
2010
Wolverine Asset Management
Illinois
-$38K -270 Closed
NICM
2011
Neo Ivy Capital Management
New York
-$34K -240 Closed
FA
2012
Fortis Advisors
Pennsylvania
-$24K -167 Closed
LSA
2013
Lion Street Advisors
Texas
-$20K -140 Closed
FGAM
2014
Financial Gravity Asset Management
Texas
-$17K -120 Closed
SMFS
2015
Squar Milner Financial Services
California
-$16K -120 Closed
DI
2016
Disciplined Investments
Oklahoma
-$18.8K -117 Closed
ICOM
2017
Investment Counselors of Maryland
Maryland
-$14K -100 Closed
CTB
2018
Country Trust Bank
Illinois
-$13K -92 Closed
BII
2019
Bainco International Investors
Massachusetts
-$11K -76 Closed
FEG
2020
Financial Enhancement Group
Indiana
-$10K -69 Closed
AIS
2021
Accurate Investment Solutions
Pennsylvania
-$9K -63 Closed
BCA
2022
Bray Capital Advisors
Florida
-$8K -60 Closed
ICM
2023
Islay Capital Management
Texas
-$4K -25 Closed
WCM
2024
Wealthcare Capital Management
Virginia
-$3K -24 Closed
OFG
2025
OmniStar Financial Group
North Carolina
-$2K -15 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.