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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 %
WI
776
WrapManager Inc
California
$1.66M +$51.9K +467 +3%
NRS
777
Neville Rodie & Shaw
New York
$1.66M -$378K -3,400 -19%
MCM
778
Mengis Capital Management
Oregon
$1.65M -$55.1K -496 -3%
BOH
779
Bank of Hawaii
Hawaii
$1.65M +$250K +2,249 +18%
HI
780
Harrington Investments
California
$1.65M -$141K -1,268 -8%
HB
781
Homrich & Berg
Georgia
$1.65M +$190K +1,706 +13%
KC
782
Kingfisher Capital
North Carolina
$1.65M +$78.2K +703 +5%
JCM
783
Jacobi Capital Management
Pennsylvania
$1.64M +$31.5K +271 +2%
PIMG
784
Patriot Investment Management Group
Tennessee
$1.64M +$213K +1,916 +15%
PFA
785
Pure Financial Advisors
California
$1.64M -$778 -7 -0%
PSUF
786
People's United Financial
Connecticut
$1.62M -$2.34K -21 -0.1%
LIM
787
Loudon Investment Management
New Hampshire
$1.62M +$252K +2,265 +18%
MIH
788
Meitav Investment House
Israel
$1.62M +$515K +4,637 +47%
BUB
789
BBVA USA Bancshares
Texas
$1.61M -$334K -3,003 -17%
HCM
790
Howland Capital Management
Massachusetts
$1.61M -$201K -1,805 -11%
SAM
791
Silvercrest Asset Management
New York
$1.59M -$183K -1,646 -10%
RCM
792
Radnor Capital Management
Pennsylvania
$1.58M +$60.7K +530 +4%
SFA
793
Sequoia Financial Advisors
Ohio
$1.58M +$6K +54 +0.4%
CF
794
Centaurus Financial
California
$1.58M +$123K +1,104 +8%
TAM
795
Tradition Asset Management
Virginia
$1.56M -$5.56K -50 -0.4%
AM
796
Atwater Malick
Pennsylvania
$1.56M +$1.15M +10,362 +285%
EM
797
Excalibur Management
Massachusetts
$1.55M -$112K -1,007 -7%
Rafferty Asset Management
798
Rafferty Asset Management
New York
$1.55M +$1.23M +11,086 +387%
SCA
799
Sage Capital Advisors
South Dakota
$1.55M +$581K +5,228 +60%
SP
800
SWS Partners
Ohio
$1.54M -$258K -1,804 -14%
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