UPS icon

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 %
SC
751
Searle & Co
Connecticut
$1.78M +$261K +2,350 +17%
CIAS
752
Capital Investment Advisory Services
North Carolina
$1.78M -$6.56K -59 -0.4%
AAS
753
Avantax Advisory Services
Texas
$1.78M -$95.1K -857 -5%
CHJWM
754
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.78M +$99.6K +805 +6%
HI
755
Horizon Investments
North Carolina
$1.77M +$660K +5,940 +59%
SW
756
SkyOak Wealth
Michigan
$1.77M +$1.77M +15,930 New
KFA
757
Kays Financial Advisory
Georgia
$1.77M +$31.9K +287 +2%
CA
758
Cetera Advisors
Colorado
$1.76M +$224K +2,016 +15%
TA
759
Townsend & Associates
Colorado
$1.75M -$228K -2,053 -12%
MFWM
760
Motley Fool Wealth Management
Virginia
$1.74M -$98.1K -883 -5%
FP
761
Fiduciary Planning
Florida
$1.73M +$36.3K +254 +2%
LCM
762
Leisure Capital Management
California
$1.72M -$4.56K -41 -0.3%
CSM
763
CAMG Solamere Management
North Carolina
$1.71M -$72.3K -650 -4%
SIC
764
Shoker Investment Counsel
Ohio
$1.71M -$80.3K -723 -4%
SWM
765
Sculati Wealth Management
Michigan
$1.7M +$141K +1,267 +9%
CS
766
Comerica Securities
Michigan
$1.7M +$249K +2,239 +17%
AIL
767
AGF Investments LLC
Ontario, Canada
$1.7M +$1.07M +9,648 +171%
MYLI
768
Meiji Yasuda Life Insurance
Japan
$1.69M +$276K +2,480 +20%
VI
769
Vestcor Inc
New Brunswick, Canada
$1.68M +$7.45K +67 +0.4%
ATPW
770
Ashton Thomas Private Wealth
Arizona
$1.68M +$57K +513 +4%
LTI
771
Laffer Tengler Investments
Tennessee
$1.67M +$240K +2,160 +17%
BE
772
Bonness Enterprises
District of Columbia
$1.67M – – –
BWP
773
Bernardo Wealth Planning
Pennsylvania
$1.67M +$4.33K +39 +0.3%
TCOT
774
Trust Company of Toledo
Ohio
$1.67M -$20.5K -184 -1%
HP
775
Harvey Partners
New York
$1.67M – – –
29 30
31
32 33