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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
+$455M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$401M
3
BlackRock
BlackRock
New York
+$196M
4
Capital World Investors
Capital World Investors
California
+$189M
5
Charles Schwab
Charles Schwab
California
+$180M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$321M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$96M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$81M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$71.1M
5
UBS AM
UBS AM
Illinois
-$68.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
501
Laurel Wealth Advisors (California)
California
$4.41M +$439K +3,945 +11%
GP
502
Girard Partners
Pennsylvania
$4.37M -$39.5K -355 -0.9%
GAM
503
Griffin Asset Management
New York
$4.37M -$56.1K -505 -1%
MCM
504
Mattern Capital Management
Colorado
$4.37M +$469K +4,218 +12%
KRS
505
Kentucky Retirement Systems
Kentucky
$4.36M -$963K -8,660 -18%
AFG
506
Albion Financial Group
Utah
$4.35M +$234K +2,106 +6%
ABC
507
Associated Banc-Corp
Wisconsin
$4.33M -$2.16M -19,433 -33%
NMIMC
508
Northwestern Mutual Investment Management Company
Wisconsin
$4.3M +$240K +2,155 +6%
TCOK
509
Trust Company of Kansas
Kansas
$4.29M +$808K +7,272 +23%
FBT
510
First Bankers Trust
Kentucky
$4.29M -$11.2K -101 -0.3%
ACM
511
Argyle Capital Management
Pennsylvania
$4.27M – – –
ETC
512
Exchange Traded Concepts
Oklahoma
$4.25M +$4.25M +38,252 New
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.24M +$674K +6,059 +19%
NL
514
NWAM LLC
Washington
$4.24M +$2.81M +25,254 +196%
PCM
515
Palouse Capital Management
Washington
$4.23M -$174K -1,566 -4%
WIC
516
Woodmont Investment Counsel
Tennessee
$4.23M +$370K +3,330 +10%
IWA
517
IBEX Wealth Advisors
New Jersey
$4.2M -$56K -504 -1%
CICI
518
Capital Investment Counsel Inc
North Carolina
$4.18M -$222K -1,995 -5%
WT
519
Whittier Trust
California
$4.18M -$761K -6,842 -15%
BCCM
520
Bridge Creek Capital Management
Massachusetts
$4.18M +$22.2K +200 +0.5%
PFS
521
Prospera Financial Services
Texas
$4.17M +$1.51M +13,556 +56%
SPC
522
Sigma Planning Corp
Michigan
$4.11M +$425K +3,826 +12%
Mercer Global Advisors
523
Mercer Global Advisors
Colorado
$4.06M -$168K -1,511 -4%
VCM
524
Vision Capital Management
Oregon
$4.06M -$97.4K -876 -2%
Kovitz Investment Group Partners
525
Kovitz Investment Group Partners
Illinois
$4.03M +$2.56M +23,068 +174%
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