UPS icon

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

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$55.3M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$46.2M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$89M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.26M
5
UBS AM
UBS AM
Illinois
$256M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIP
351
Vantage Investment Partners
Missouri
$8.18M +$535K +4,810 +7%
HAI
352
Hennessy Advisors Inc
California
$8.16M -$222K -2,000 -3%
RIL
353
Rothschild Investment LLC
Illinois
$8.15M -$272K -2,443 -3%
TU
354
TDAM USA
Ontario, Canada
$8.06M -$898K -8,204 -10%
NCM
355
Noesis Capital Mangement
Florida
$8.03M -$59.7K -537 -0.7%
WIC
356
Wilkins Investment Counsel
Massachusetts
$7.97M +$22.6K +203 +0.3%
CCT
357
Country Club Trust
Missouri
$7.92M -$260K -2,378 -3%
9WM
358
9258 Wealth Management
Ohio
$7.92M -$198K -1,777 -2%
IP
359
Isthmus Partners
Wisconsin
$7.9M +$464K +4,177 +6%
SCM
360
Shelton Capital Management
Colorado
$7.89M +$3.8M +34,190 +93%
WF
361
Welch & Forbes
Massachusetts
$7.82M -$266K -2,389 -3%
IMPI
362
Ilmarinen Mutual Pension Insurance
Finland
$7.78M – – –
Teacher Retirement System of Texas
363
Teacher Retirement System of Texas
Texas
$7.75M +$5.44M +48,942 +236%
TPCW
364
TD Private Client Wealth
New York
$7.7M -$128K -1,150 -2%
MC
365
Miramar Capital
Illinois
$7.59M +$119K +820 +2%
LMIM
366
Lockheed Martin Investment Management
Maryland
$7.57M +$2.2M +19,800 +41%
FNBOO
367
First National Bank of Omaha
Nebraska
$7.56M -$69.9K -629 -0.9%
Public Sector Pension Investment Board (PSP Investments)
368
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.55M -$245K -2,200 -3%
BFG
369
Beacon Financial Group
Texas
$7.54M +$20.3K +185 +0.3%
HA
370
Hamel Associates
New Jersey
$7.54M +$168K +1,513 +2%
CTA
371
Carillon Tower Advisers
Florida
$7.51M -$6.65M -59,853 -47%
PP
372
Palladium Partners
Virginia
$7.49M +$723K +6,507 +11%
FSA
373
Franklin Street Advisors
North Carolina
$7.46M +$3.22M +28,961 +76%
B
374
BP
United Kingdom
$7.45M -$278K -2,500 -4%
TRSOTSOK
375
Teachers Retirement System of the State of Kentucky
Kentucky
$7.29M -$989K -8,900 -12%
13 14
15
16 17