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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
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 %
NB
401
Norinchukin Bank
Japan
$6.63M -$36.5K -328 -0.5%
Berkshire Hathaway
402
Berkshire Hathaway
Nebraska
$6.6M – – –
Pacer Advisors
403
Pacer Advisors
Pennsylvania
$6.55M +$6.3M +56,680 +2,535%
WMSA
404
Weiss Multi-Strategy Advisers
New York
$6.54M +$5.84M +52,563 +837%
CCM
405
Covington Capital Management
California
$6.5M -$2.07M -18,641 -24%
UR
406
USCA RIA
Texas
$6.46M +$366K +3,296 +6%
LDB
407
Lee, Danner & Bass
Tennessee
$6.39M +$176K +1,580 +3%
NAMA
408
Nikko Asset Management Americas
New York
$6.35M -$420K -3,598 -6%
CIM
409
Corbyn Investment Management
Maryland
$6.34M -$1.52M -13,684 -19%
SWP
410
Stratos Wealth Partners
Ohio
$6.33M +$239K +2,151 +4%
IIC
411
Ironwood Investment Counsel
Arizona
$6.3M +$580K +5,217 +10%
BRA
412
Biechele Royce Advisors
Indiana
$6.29M +$48.7K +438 +0.8%
BA
413
Bridgewater Associates
Connecticut
$6.21M +$6.21M +55,861 New
TCM
414
Tufton Capital Management
Maryland
$6.2M -$54.8K -493 -0.9%
BCM
415
BTR Capital Management
California
$6.16M +$136K +1,225 +2%
BMC
416
Benin Management Corp
Connecticut
$6.15M -$354K -3,180 -5%
EWM
417
Evercore Wealth Management
New York
$6.14M -$442K -3,975 -7%
CBT
418
Capital Bank & Trust
California
$6.13M -$37.5K -337 -0.6%
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$6.12M -$678K -6,097 -10%
GWI
420
Grace & White Inc
New York
$6.11M – – –
HNB
421
Huntington National Bank
Ohio
$6.11M +$1.05M +9,479 +21%
NIM
422
Northeast Investment Management
Massachusetts
$6.08M +$34.4K +309 +0.6%
EWA
423
EP Wealth Advisors
California
$6.08M -$61.6K -554 -1%
MCM
424
MAI Capital Management
Ohio
$6.06M -$1.06M -9,517 -15%
IIM
425
Intact Investment Management
Quebec, Canada
$6.03M -$667K -6,000 -10%
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