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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 %
SIA
551
SeaBridge Investment Advisors
New Jersey
$3.64M -$235K -2,115 -6%
EIA
552
Eastover Investment Advisors
North Carolina
$3.63M +$119K +1,070 +3%
HC
553
Hendley & Co
Ohio
$3.63M +$26.1K +235 +0.7%
AWP
554
Ascent Wealth Partners
New York
$3.6M +$149K +1,337 +4%
SC
555
SouthState Corp
Florida
$3.6M +$281K +2,524 +8%
NSIM
556
North Star Investment Management
Illinois
$3.59M +$12K +108 +0.3%
TF
557
Tompkins Financial
New York
$3.58M +$312K +2,809 +10%
ECM
558
EagleClaw Capital Management
Massachusetts
$3.57M -$50.2K -452 -1%
PWS
559
Peloton Wealth Strategists
Indiana
$3.57M +$105K +946 +3%
FB
560
Fulton Bank
Pennsylvania
$3.54M +$337K +3,031 +11%
ACM
561
Alta Capital Management
Utah
$3.53M +$234K +2,104 +7%
BFEC
562
Benjamin F. Edwards & Company
Missouri
$3.52M -$171K -1,538 -5%
CWS
563
Cypress Wealth Services
California
$3.51M -$10K -90 -0.3%
Daiwa Securities Group
564
Daiwa Securities Group
Japan
$3.51M – – –
HCM
565
Horrell Capital Management
Arkansas
$3.49M +$29.7K +267 +0.9%
CIP
566
Cornerstone Investment Partners
Georgia
$3.48M – – –
MC
567
Moors & Cabot
Massachusetts
$3.48M +$312K +2,804 +10%
WC
568
Woodstock Corp
Massachusetts
$3.47M +$44.6K +401 +1%
GH
569
GAM Holding
Switzerland
$3.47M -$947K -8,520 -21%
IAA
570
Independent Advisor Alliance
North Carolina
$3.46M +$17.6K +158 +0.5%
BAM
571
Barrett Asset Management
New York
$3.45M +$2.78K +25 +0.1%
BSW
572
Buckingham Strategic Wealth
Missouri
$3.44M -$234K -2,104 -6%
SWMG
573
Signature Wealth Management Group
Georgia
$3.42M +$18.8K +169 +0.6%
CIC
574
Chilton Investment Company
Connecticut
$3.39M +$831K +7,473 +33%
RFM
575
Royal Fund Management
Florida
$3.38M +$273K +2,458 +9%
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