UPS icon

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 %
CB
601
Community Bank
New York
$3.07M +$797K +7,174 +35%
B
602
Barings
North Carolina
$3.07M – – –
KTM
603
Keeler Thomas Management
Utah
$3.04M +$1.45M +13,020 +91%
III
604
Independent Investors Inc
New York
$3.04M -$55.6K -500 -2%
BS
605
Boenning & Scattergood
Pennsylvania
$3M +$458K +4,119 +18%
XWM
606
Xcel Wealth Management
Florida
$3M +$3M +27,008 New
PT
607
Plimoth Trust
Massachusetts
$3M -$432K -3,889 -13%
EOJOAM
608
E. Ohman J:or Asset Management
Sweden
$2.99M +$178K +1,600 +6%
CCM
609
Cadence Capital Management
Massachusetts
$2.99M -$857K -7,708 -22%
PP
610
Pegasus Partners
Wisconsin
$2.99M -$19.2K -173 -0.6%
BPA
611
Beacon Pointe Advisors
California
$2.98M +$1.31M +11,750 +78%
AMI
612
Amica Mutual Insurance
Rhode Island
$2.96M – – –
HAG
613
HighPoint Advisor Group
Illinois
$2.96M -$144K -1,256 -5%
BCM
614
Brookmont Capital Management
Texas
$2.93M -$726K -6,531 -20%
BCFS
615
Butensky & Cohen Financial Security
Florida
$2.93M +$143K +1,285 +5%
SFA
616
Semmax Financial Advisors
North Carolina
$2.92M +$289K +2,598 +11%
FI
617
FormulaFolio Investments
Michigan
$2.91M +$1.84M +16,552 +172%
RPSA
618
Richard P. Slaughter Associates
Texas
$2.9M +$462K +4,157 +19%
VWM
619
Valley Wealth Managers
New Jersey
$2.9M -$119K -1,070 -4%
DCM
620
Dupont Capital Management
Delaware
$2.89M +$2.89M +26,000 New
HWA
621
Heritage Way Advisors
Illinois
$2.89M +$151K +1,355 +6%
SCA
622
Stokes Capital Advisors
South Carolina
$2.89M +$536K +4,823 +23%
CANC
623
Culbertson A N & Co
Virginia
$2.87M +$31.1K +280 +1%
FA
624
FDx Advisors
Illinois
$2.86M +$922K +8,292 +47%
RWM
625
Rench Wealth Management
Texas
$2.85M +$85.3K +767 +3%
23 24
25
26 27