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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 %
SCM
726
Southport Capital Management
Tennessee
$1.91M -$118K -1,059 -6%
BHB
727
Bank Hapoalim BM
Israel
$1.91M -$8.34K -75 -0.4%
GLA
728
Great Lakes Advisors
Illinois
$1.91M -$379K -3,410 -17%
PCA
729
Providence Capital Advisors
North Carolina
$1.91M -$87.9K -790 -4%
Bessemer Group
730
Bessemer Group
New Jersey
$1.88M +$72.7K +654 +4%
WA1
731
Wimmer Associates 1
California
$1.88M +$98.4K +617 +6%
CIM
732
Chapman Investment Management
California
$1.88M – – –
CG
733
Caprock Group
Idaho
$1.88M +$37.9K +341 +2%
AW
734
ACG Wealth
Georgia
$1.88M +$50.1K +451 +3%
PAMG
735
Patton Albertson Miller Group
Tennessee
$1.87M -$26.5K -238 -1%
MCG
736
MACRO Consulting Group
New Jersey
$1.86M -$6.56K -59 -0.4%
SCM
737
Sterneck Capital Management
Missouri
$1.86M +$27.6K +248 +2%
AAM
738
Auxier Asset Management
Oregon
$1.85M -$11.6K -104 -0.6%
VWM
739
Venturi Wealth Management
Texas
$1.84M -$7.23M -65,044 -80%
HT
740
Heritage Trust
Oklahoma
$1.83M +$107K +966 +6%
MAM
741
Meeder Asset Management
Ohio
$1.83M +$1.5M +13,452 +448%
PA
742
Parallel Advisors
California
$1.83M -$601K -5,402 -25%
KCM
743
Kempner Capital Management
Texas
$1.83M -$4.23K -38 -0.2%
PMG
744
ProVise Management Group
Florida
$1.81M -$56.6K -509 -3%
EWA
745
Exencial Wealth Advisors
Oklahoma
$1.81M +$1.81M +16,242 New
FMW
746
Farr Miller & Washington
District of Columbia
$1.8M -$36.6K -329 -2%
AMIM
747
Aull & Monroe Investment Management
Alabama
$1.8M -$122K -1,100 -6%
RT
748
Rockland Trust
Massachusetts
$1.8M +$415K +3,731 +30%
MYAM
749
Meiji Yasuda Asset Management
Japan
$1.79M +$643K +5,780 +56%
OIA
750
Optimum Investment Advisors
Illinois
$1.79M -$83.4K -750 -4%
28 29
30
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