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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 %
CG
701
Colony Group
Massachusetts
$2.07M -$185K -1,666 -8%
ATC
702
Argent Trust Co
Tennessee
$2.07M +$295K +2,657 +17%
MIM
703
Miller Investment Management
Pennsylvania
$2.06M – – –
MWM
704
Madison Wealth Management
Ohio
$2.03M +$4.45K +40 +0.2%
OFG
705
OmniStar Financial Group
North Carolina
$2.03M -$1.14M -10,298 -36%
SCM
706
Stellar Capital Management
Arizona
$2.03M -$32.7K -294 -2%
PGFC
707
Peapack-Gladstone Financial Corp
New Jersey
$2.02M -$54K -486 -3%
Wolverine Trading
708
Wolverine Trading
Illinois
$2.02M -$948K -8,663 -32%
EF
709
Exeter Financial
Arizona
$2M -$88K -791 -4%
IBOK
710
Independence Bank of Kentucky
Kentucky
$1.99M +$47.8K +430 +2%
PBC
711
Pavion Blue Capital
California
$1.99M -$249K -2,237 -11%
IRF
712
IBM Retirement Fund
New York
$1.98M -$1.56K -14 -0.1%
NC
713
NewSquare Capital
Pennsylvania
$1.98M -$1.37M -12,285 -41%
CCMINC
714
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.98M +$889 +8 +0%
GSC
715
G&S Capital
Colorado
$1.97M +$1.97M +17,700 New
SSWM
716
Smith Salley Wealth Management
North Carolina
$1.96M +$104K +933 +6%
AIMCA
717
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.96M +$77.8K +700 +4%
ECM
718
Everence Capital Management
Indiana
$1.94M – – –
FMTCOCP
719
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.94M -$64.8K -583 -3%
Luther King Capital Management (LKCM)
720
Luther King Capital Management (LKCM)
Texas
$1.94M +$94.4K +849 +5%
GG
721
Gofen & Glossberg
Illinois
$1.93M +$36K +324 +2%
SSWM
722
Sheets Smith Wealth Management
North Carolina
$1.93M +$1.93M +17,382 New
BA
723
Bristlecone Advisors
Washington
$1.93M – – –
KRSITF
724
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.93M -$436K -3,924 -18%
Wealthfront Advisers
725
Wealthfront Advisers
California
$1.92M -$874K -7,863 -31%
27 28
29
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