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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 %
SL
651
Summitry LLC
California
$2.58M +$212K +1,911 +9%
IPW
652
Inlet Private Wealth
Florida
$2.56M – – –
VFA
653
Valeo Financial Advisors
Indiana
$2.53M -$1.44K -13 -0.1%
CI
654
Cigna Investments
Connecticut
$2.53M +$334K +3,007 +15%
WAM
655
World Asset Management
Michigan
$2.5M -$1.12M -10,071 -31%
GWMIA
656
Global Wealth Management Investment Advisory
Florida
$2.48M +$201K +1,808 +9%
BCV
657
Banque Cantonale Vaudoise
Switzerland
$2.46M +$48.6K +437 +2%
KA
658
Kintegral Advisory
New York
$2.43M – – –
MIAN
659
Mariner Independent Advisor Network
Kansas
$2.41M -$9.19K -80 -0.4%
FNBOMD
660
First National Bank of Mount Dora
Florida
$2.37M +$2.37M +21,290 New
LWANC
661
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.36M -$119K -1,068 -5%
SS
662
Sunbelt Securities
Texas
$2.35M -$171K -1,534 -7%
SIAP
663
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.34M +$764K +6,876 +48%
PRS
664
Pinkerton Retirement Specialists
Idaho
$2.34M +$1.01M +9,059 +75%
APP
665
Avantax Planning Partners
Iowa
$2.34M +$136K +1,221 +6%
PCTC
666
Perkins Coie Trust Company
Washington
$2.32M +$136K +1,227 +6%
MCM
667
Monument Capital Management
Virginia
$2.32M +$25.3K +228 +1%
PAM
668
Palisade Asset Management
Minnesota
$2.31M -$119K -1,071 -5%
PAM
669
Panagora Asset Management
Massachusetts
$2.3M +$880K +7,915 +62%
HCA
670
Horan Capital Advisors
Ohio
$2.28M +$28.9K +260 +1%
PFS
671
Physicians Financial Services
North Carolina
$2.28M +$301K +2,704 +15%
BAM
672
Boyar Asset Management
New York
$2.28M +$111 +1 +0%
CRIG
673
Charter Research & Investment Group
Connecticut
$2.28M +$117K +1,055 +5%
TW
674
TrinityPoint Wealth
Connecticut
$2.27M +$27.6K +248 +1%
NA
675
NewEdge Advisors
Louisiana
$2.27M -$416K -3,744 -15%
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