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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 %
GW
276
GW & Wade
Massachusetts
$11.9M -$95.8K -862 -0.8%
FNF
277
Fidelity National Financial
Florida
$11.9M – – –
WorldQuant Millennium Advisors
278
WorldQuant Millennium Advisors
New York
$11.8M -$973K -8,753 -8%
FWIA
279
Fort Washington Investment Advisors
Ohio
$11.8M -$8.9K -80 -0.1%
CB
280
Commerce Bank
Missouri
$11.8M -$870K -7,823 -7%
KA
281
KLCM Advisors
Wisconsin
$11.7M -$9.19M -82,654 -44%
ZAM
282
Zevin Asset Management
Massachusetts
$11.7M -$60.1K -541 -0.5%
VV
283
Verity & Verity
South Carolina
$11.6M +$122K +1,072 +1%
MIM
284
Marco Investment Management
Georgia
$11.6M +$77.8K +700 +0.7%
PI
285
PFS Investments
Georgia
$11.5M +$1.49M +13,391 +15%
MW
286
Marcum Wealth
Ohio
$11.3M +$11.8K +106 +0.1%
FCI
287
Financial Counselors Inc
Kansas
$11.2M +$598K +5,376 +6%
SIC
288
Sigma Investment Counselors
Michigan
$11.2M +$2K +18 +0%
MSA
289
Mason Street Advisors
Wisconsin
$11.2M +$60.1K +541 +0.5%
MML Investors Services
290
MML Investors Services
Massachusetts
$11M +$2.11M +19,023 +24%
DDPIC
291
Deroy & Devereaux Private Investment Counsel
Michigan
$10.9M +$3.92M +35,264 +57%
PWLP
292
Prio Wealth Limited Partnership
Massachusetts
$10.9M +$399K +3,587 +4%
BCP
293
Blue Chip Partners
Michigan
$10.7M +$17.2K +155 +0.2%
Bank of Nova Scotia
294
Bank of Nova Scotia
Ontario, Canada
$10.7M +$8.2M +73,727 +328%
IAIM
295
International Assets Investment Management
Florida
$10.7M -$61.6K -554 -0.6%
MOACM
296
Mutual of America Capital Management
New York
$10.6M +$3.34K +30 +0%
DBT
297
Dubuque Bank & Trust
Iowa
$10.6M +$5.96M +53,648 +129%
GC
298
Guggenheim Capital
Illinois
$10.5M +$2.22M +20,002 +27%
GIP
299
Greatmark Investment Partners
Georgia
$10.5M -$71.9K -647 -0.7%
SCCM
300
Schafer Cullen Capital Management
New York
$10.5M +$10.5M +94,530 New
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