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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 %
SB
676
Simmons Bank
Arkansas
$2.27M +$148K +1,335 +7%
RC
677
Roundview Capital
New Jersey
$2.27M +$38.5K +346 +2%
AWM
678
Avitas Wealth Management
California
$2.26M -$76.5K -688 -3%
SCM
679
Snow Capital Management
Pennsylvania
$2.26M +$1.65M +14,848 +273%
Cetera Investment Advisers
680
Cetera Investment Advisers
Illinois
$2.24M +$282K +2,539 +14%
MPAM
681
Murphy Pohlad Asset Management
Minnesota
$2.24M – – –
FA
682
Fortis Advisors
Pennsylvania
$2.23M +$890 +8 +0%
IC
683
Intersect Capital
California
$2.23M -$26.6K -239 -1%
SA
684
Strategic Advisors
New York
$2.23M +$46.3K +390 +2%
TNA
685
True North Advisors
Texas
$2.23M +$4.67K +42 +0.2%
CNC
686
Canandaigua National Corp
New York
$2.23M +$2.23M +20,041 New
IECM
687
Intrinsic Edge Capital Management
Illinois
$2.22M -$6.84M -61,511 -75%
AAMA
688
Advanced Asset Management Advisors
Ohio
$2.22M – – –
VAS
689
Vestmark Advisory Solutions
Massachusetts
$2.22M +$36K +324 +2%
GLA
690
Good Life Advisors
Pennsylvania
$2.18M -$49.4K -444 -2%
ASN
691
Advisory Services Network
Georgia
$2.18M +$279K +2,510 +15%
AC
692
Allstate Corporation
Illinois
$2.18M +$1.65M +14,813 +311%
KWM
693
Kingsview Wealth Management
Oregon
$2.17M +$183K +1,649 +9%
S
694
Seeyond
France
$2.16M +$1.4M +12,605 +184%
FBT
695
First Bank & Trust
South Dakota
$2.13M +$483K +4,346 +29%
BRWA
696
B. Riley Wealth Advisors
Florida
$2.13M +$615K +5,528 +41%
QP
697
Quilter Plc
United Kingdom
$2.12M +$30.5K +274 +1%
CPO
698
Cerity Partners OCIO
New York
$2.11M +$70K +630 +3%
HIM
699
Harbour Investment Management
Washington
$2.09M -$77.7K -699 -4%
AFS
700
Access Financial Services
Minnesota
$2.09M +$965K +8,685 +86%
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