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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 %
AUB
526
Atlantic Union Bankshares
Virginia
$3.98M +$433K +3,894 +12%
ACM
527
Azimuth Capital Management
Michigan
$3.96M -$147K -1,326 -4%
BRM
528
Boston Research & Management
Massachusetts
$3.96M +$72.6K +653 +2%
OIM
529
Opus Investment Management
Massachusetts
$3.91M – – –
PP
530
PDS Planning
Ohio
$3.91M +$63.7K +573 +2%
LSA
531
L & S Advisors
California
$3.91M +$3.91M +35,195 New
MTC
532
McDaniel Terry & Co
Texas
$3.91M -$2.37M -21,287 -38%
Parallax Volatility Advisers
533
Parallax Volatility Advisers
California
$3.9M -$680K -6,113 -15%
Susquehanna International Group
534
Susquehanna International Group
Pennsylvania
$3.9M -$9.97M -89,687 -72%
KIC
535
Keating Investment Counselors
Florida
$3.88M -$216K -1,943 -5%
RC
536
RegentAtlantic Capital
New Jersey
$3.86M +$143K +1,287 +4%
HWM
537
Holloway Wealth Management
Florida
$3.84M -$3.41M – –
PNC
538
Park National Corp
Ohio
$3.82M -$659K -5,931 -15%
SWA
539
Stratos Wealth Advisors
Ohio
$3.82M +$3.82M +34,322 New
PP
540
Patten & Patten
Tennessee
$3.8M +$77.4K +696 +2%
MCM
541
Murphy Capital Management
New Jersey
$3.79M -$73.6K -662 -2%
AC
542
Addenda Capital
Quebec, Canada
$3.78M +$412K +3,705 +12%
AF
543
Ally Financial
Michigan
$3.78M – – –
MFG
544
Monte Financial Group
Connecticut
$3.78M -$85K -765 -2%
WCA
545
Westover Capital Advisors
Delaware
$3.77M +$1.95M +17,581 +108%
SWM
546
SVA Wealth Management
Wisconsin
$3.72M +$39.5K +355 +1%
FAAS
547
First Allied Advisory Services
California
$3.69M +$578K +5,194 +19%
RP
548
Rowlandmiller & Partners
Georgia
$3.66M -$4.45K -40 -0.1%
SCM
549
Symons Capital Management
Pennsylvania
$3.65M +$3.65M +32,815 New
LSV Asset Management
550
LSV Asset Management
Illinois
$3.65M +$3.37M +30,300 +1,212%
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