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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 %
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$10.5M +$305K +2,741 +3%
ELC
302
Edgar Lomax Company
Virginia
$10.4M +$211K +1,900 +2%
KIA
303
KCM Investment Advisors
California
$10.4M +$1.58M +14,248 +18%
HIMC
304
Heritage Investors Management Corp
Maryland
$10.4M -$89.5K -805 -0.9%
Natixis Advisors
305
Natixis Advisors
Massachusetts
$10.3M -$504K -4,534 -5%
BOS
306
Bingham Osborn & Scarborough
California
$10.1M -$283K -2,542 -3%
PFP
307
Pinnacle Financial Partners
Tennessee
$10.1M +$1.7M +15,263 +20%
DADC
308
D.A. Davidson & Co
Montana
$10.1M -$6.67M -60,009 -40%
LIM
309
Lathrop Investment Management
Arkansas
$10M -$164K -1,478 -2%
BHWM
310
Bar Harbor Wealth Management
New Hampshire
$10M -$100K -902 -1%
KCM
311
Kornitzer Capital Management
Kansas
$10M -$57.3K -515 -0.6%
DIA
312
Davidson Investment Advisors
Montana
$9.9M -$3.11M -27,944 -24%
CS
313
Candriam SCA
Luxembourg
$9.79M -$2.24M -20,173 -19%
Nordea Investment Management
314
Nordea Investment Management
Sweden
$9.72M +$6.25M +57,168 +180%
CM
315
Churchill Management
California
$9.7M -$1.02M -9,215 -10%
LCM
316
Landscape Capital Management
New Jersey
$9.62M +$9.62M +86,548 New
CA
317
Cullinan Associates
Kentucky
$9.52M -$1.43M -12,904 -13%
RJT
318
Raymond James Trust
Florida
$9.5M -$180K -1,621 -2%
GC
319
Grimes & Company
Massachusetts
$9.46M +$39.5K +355 +0.4%
AWM
320
AE Wealth Management
Kansas
$9.42M +$1.87M +16,863 +25%
JGC
321
J. Goldman & Co
New York
$9.37M +$9.37M +84,279 New
SFWA
322
Summit Financial Wealth Advisors
Louisiana
$9.32M +$16K +140 +0.2%
TYCC
323
Texas Yale Capital Corp
Florida
$9.31M – – –
ISB
324
Iowa State Bank
Iowa
$9.28M +$182K +1,639 +2%
S
325
SignatureFD
Georgia
$9.27M +$301K +2,705 +3%
11 12
13
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