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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 %
LSERS
576
Louisiana State Employees Retirement System
Louisiana
$3.37M +$55.6K +500 +2%
NSAM
577
North Star Asset Management
Wisconsin
$3.36M -$110K -987 -3%
IMOV
578
Investment Management of Virginia
Virginia
$3.36M -$210K -1,885 -6%
LRPA
579
L. Roy Papp & Associates
Arizona
$3.36M -$116K -1,042 -3%
VCA
580
Verdence Capital Advisors
Maryland
$3.34M +$414K +3,727 +14%
RIM
581
Redpoint Investment Management
Australia
$3.34M +$578K +5,198 +21%
Cohen & Steers
582
Cohen & Steers
New York
$3.32M +$57.9K +521 +2%
BIAS
583
Beacon Investment Advisory Services
New Jersey
$3.32M -$360K -3,241 -10%
NGA
584
Naples Global Advisors
Florida
$3.26M +$155K +1,396 +5%
BCM
585
Brookstone Capital Management
Illinois
$3.21M -$847K -7,616 -21%
SC
586
Stolper & Co
Oklahoma
$3.21M -$66.8K -601 -2%
BHA
587
Beech Hill Advisors
New York
$3.19M +$27.8K +250 +0.9%
BLAM
588
Bourne Lent Asset Management
New York
$3.19M +$94.5K +850 +3%
OSIA
589
O'Shares Investment Advisers
Massachusetts
$3.19M -$2.16M -19,457 -40%
FTC
590
Farmers Trust Company
Ohio
$3.18M +$3.18M +28,636 New
BBVA
591
Banco Bilbao Vizcaya Argentaria
Spain
$3.18M +$939K +8,446 +42%
TS
592
Tamar Securities
California
$3.18M +$3.18M +28,605 New
LDFR
593
Lehman & Derafelo Financial Resources
Pennsylvania
$3.17M -$140K -1,260 -4%
ZB
594
Zions Bancorporation
Utah
$3.17M +$754K +6,786 +31%
IWP
595
Icon Wealth Partners
Texas
$3.15M +$3.15M +28,332 New
IAN
596
Integrated Advisors Network
Texas
$3.15M +$104K +937 +3%
CCM
597
Cullen Capital Management
New York
$3.14M +$3.14M +28,255 New
SLI
598
Sumitomo Life Insurance
Japan
$3.14M +$923K +8,306 +42%
S
599
Surevest
California
$3.13M +$235K +2,115 +8%
BCM
600
Birch Capital Management
Texas
$3.07M +$273K +2,458 +10%
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