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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
Creative Planning
201
Creative Planning
Kansas
$40.7M +$271K +1,690 +0.7%
CT
202
Cambridge Trust
Massachusetts
$40.5M -$626K -3,905 -2%
MGIM
203
M&G Investment Management
United Kingdom
$39.9M +$9.71M +60,568 +35%
FPP
204
Findlay Park Partners
United Kingdom
$38.5M -$36.5M -227,511 -50%
FCI
205
Financial Counselors Inc
Kansas
$38M +$7.55M +47,128 +27%
AIG
206
American International Group
New York
$37.9M -$580K -3,618 -2%
NIM
207
Northeast Investment Management
Massachusetts
$37.9M -$161K -1,007 -0.4%
Nordea Investment Management
208
Nordea Investment Management
Sweden
$37.3M +$19.7M +122,779 +119%
HC
209
Henshaw Capital
Massachusetts
$37.2M +$2.72K +17 +0%
PGH
210
Partners Group Holding
Switzerland
$37.1M +$5.66M +35,301 +19%
MNG
211
Manning & Napier Group
New York
$36.7M -$604K -3,767 -2%
Balyasny Asset Management
212
Balyasny Asset Management
Illinois
$36.7M +$34.8M +217,008 New
BMO
213
Beck Mack & Oliver
New York
$36.3M -$867K -5,411 -2%
HighTower Advisors
214
HighTower Advisors
Illinois
$35.8M -$6.1M -38,088 -15%
CI
215
Conning Inc
Connecticut
$35.5M +$31.9M +199,115 +1,802%
EAM
216
EULAV Asset Management
Florida
$35.4M +$1.6M +10,001 +5%
Osaic Holdings
217
Osaic Holdings
Arizona
$35M -$48.9M -305,071 -60%
SW
218
SVB Wealth
Massachusetts
$34.9M -$45.8K -286 -0.1%
Nomura Asset Management
219
Nomura Asset Management
Japan
$34.6M +$1.62M +10,083 +5%
Macquarie Group
220
Macquarie Group
Australia
$34.2M -$5.4M -33,706 -14%
EP
221
Edgestream Partners
New Jersey
$34.2M +$7.17M +44,746 +28%
Comerica Bank
222
Comerica Bank
Texas
$34.1M -$265K -1,651 -0.9%
MSL
223
Mackay Shields LLC
New York
$33.8M +$9.36M +58,412 +41%
PFM
224
Premier Fund Managers
United Kingdom
$33.7M +$32M +199,700 New
CCMG
225
Clark Capital Management Group
Pennsylvania
$33.5M -$84.1K -525 -0.3%

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.