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United Parcel Service
UPS

Overview Fund Activity

1,627 hedge funds and large institutions have $54.4B invested in United Parcel Service in 2020 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 683 increasing their positions, 620 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,627
Holders Change
+31
Holders Change %
+1.94%
% of All Funds
33.44%
Holding in Top 10
55
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.77%
% of All Funds
1.13%
New
149
Increased
683
Reduced
620
Closed
101
Calls
$1.52B
Puts
$1.12B
Net Calls
+$401M
Net Calls Change
-$91.2M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.43B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.83B
3
BlackRock
3
BlackRock
New York
$5.19B
4
Capital World Investors
4
Capital World Investors
California
$687M
5
Charles Schwab
5
Charles Schwab
California
$839M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$55.3M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$46.2M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$89M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.26M
5
UBS AM
5
UBS AM
Illinois
$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
251
Bridgeway Capital Management
Texas
$13.8M -$528K -4,750 -4%
TPSF
252
Texas Permanent School Fund
Texas
$13.8M -$369K -3,320 -3%
CIBC World Market
253
CIBC World Market
Ontario, Canada
$13.7M -$5.55M -49,877 -29%
TAM
254
Trillium Asset Management
Massachusetts
$13.7M +$24K +216 +0.2%
Russell Investments Group
255
Russell Investments Group
United Kingdom
$13.6M -$7.84M -71,120 -37%
Neuberger Berman Group
256
Neuberger Berman Group
New York
$13.6M -$1.17M -10,591 -8%
MSL
257
Mackay Shields LLC
New York
$13.4M +$1.46M +13,128 +12%
OAM
258
Oppenheimer Asset Management
New York
$13.3M -$2.47M -22,236 -16%
EHC
259
Everett Harris & Co
California
$13.3M -$772K -6,941 -5%
CA
260
CapWealth Advisors
Tennessee
$13.1M +$874K +7,864 +7%
SF
261
Synovus Financial
Georgia
$13.1M -$5.63M -50,672 -30%
11A
262
10-15 Associates
New York
$13M +$348K +3,133 +3%
CWP
263
Capital Wealth Planning
Florida
$13M -$176K -1,583 -1%
ACM
264
Argent Capital Management
Missouri
$13M -$830K -7,467 -6%
RCYC
265
Richard C. Young & Co
Rhode Island
$12.8M +$79.5K +715 +0.6%
WBC
266
Westpac Banking Corp
Australia
$12.8M -$55.6K -500 -0.4%
BCWM
267
Bartlett & Co Wealth Management
Ohio
$12.6M -$1.09M -9,793 -8%
BC
268
Bartlett & Co
Ohio
$12.6M -$1.11M -9,943 -8%
CC
269
Carlson Capital
Texas
$12.5M +$3.65M +32,822 +41%
FBP
270
Flippin Bruce & Porter
Virginia
$12.5M -$940K -8,453 -7%
Man Group
271
Man Group
United Kingdom
$12.4M +$7.44M +66,947 +151%
Robeco Institutional Asset Management
272
Robeco Institutional Asset Management
Netherlands
$12.3M -$3.06M -27,507 -20%
VW
273
Vantage Wealth
California
$12.3M -$406K -3,648 -3%
Calamos Advisors
274
Calamos Advisors
Illinois
$12.1M -$777K -6,984 -6%
SW
275
SVB Wealth
Massachusetts
$12.1M +$2.94M +26,482 +32%
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