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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 %
LIA
626
LS Investment Advisors
Michigan
$2.85M +$1.33M +11,927 +87%
SC
627
Schulhoff & Co
Ohio
$2.85M -$236K -2,125 -8%
Kayne Anderson Rudnick Investment Management
628
Kayne Anderson Rudnick Investment Management
California
$2.79M +$599K +5,388 +27%
CHC
629
City Holding Co
West Virginia
$2.79M -$34.1K -307 -1%
AAA
630
Adams Asset Advisors
Texas
$2.78M – – –
SIP
631
Stoneridge Investment Partners
Pennsylvania
$2.76M +$2.76M +24,854 New
AP
632
Advisor Partners
California
$2.73M +$363K +3,264 +15%
AAF
633
Andra AP-fonden
Sweden
$2.71M +$756K +6,800 +39%
SC
634
Sawyer & Company
Massachusetts
$2.7M +$46.7K +420 +2%
ECM
635
Element Capital Management
New York
$2.69M +$2.69M +24,225 New
NERM
636
New England Research & Management
Illinois
$2.69M +$77.8K +700 +3%
CC
637
Courier Capital
New York
$2.69M -$35.1K -307 -1%
CCM
638
Canal Capital Management
Virginia
$2.69M +$71.3K +641 +3%
EAM
639
Erste Asset Management
Austria
$2.68M +$2.44M +22,300 +1,014%
NHC
640
Nicholas Hoffman & Company
Georgia
$2.67M -$319K -2,872 -11%
FC
641
Fusion Capital
South Carolina
$2.67M +$230K +2,071 +9%
NIC
642
Northwest Investment Counselors
Oregon
$2.65M +$129K +1,159 +5%
DIA
643
Dean Investment Associates
Ohio
$2.64M +$101K +906 +4%
FMII
644
Farmers & Merchants Investments Inc
Nebraska
$2.63M -$20K -180 -0.8%
OPTFSNA
645
Old Point Trust & Financial Services N A
Virginia
$2.63M +$2.63M +23,665 New
Wealth Enhancement Advisory Services
646
Wealth Enhancement Advisory Services
Minnesota
$2.61M +$2.61M +22,003 New
V
647
Veritable
Delaware
$2.61M -$283K -2,543 -10%
AT
648
Arden Trust
Delaware
$2.61M -$84.9K -764 -3%
BHWA
649
Beacon Harbor Wealth Advisors
Virginia
$2.6M -$753K -6,776 -22%
BCAM
650
Boston Common Asset Management
Massachusetts
$2.6M +$720K +6,475 +38%
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