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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 %
FC
801
Forte Capital
New York
$1.54M +$60.5K +544 +4%
AC
802
Addison Capital
Pennsylvania
$1.54M – – –
HGWM
803
Horst & Graben Wealth Management
Oregon
$1.52M – – –
GIA
804
Granite Investment Advisors
New Hampshire
$1.52M -$122K -1,100 -7%
CT
805
Coastline Trust
Rhode Island
$1.52M -$8.34K -75 -0.5%
FVWA
806
Foster Victor Wealth Advisors
South Carolina
$1.51M +$276K +2,482 +22%
DWA
807
Douglass Winthrop Advisors
New York
$1.5M +$5K +45 +0.3%
MME
808
Meag Munich Ergo
Germany
$1.5M – – –
UAS
809
United Asset Strategies
New York
$1.49M -$1.11K -10 -0.1%
LS
810
Livforsakringsbolaget Skandia
Sweden
$1.49M +$511K +4,600 +52%
FMWA
811
Forvis Mazars Wealth Advisors
Missouri
$1.48M -$546K -4,914 -27%
GVAG
812
Great Valley Advisor Group
Delaware
$1.48M +$74.5K +670 +5%
BP
813
Ballentine Partners
Massachusetts
$1.47M -$18.9K -170 -1%
WTC
814
WhitTier Trust Company
Nevada
$1.47M -$14.2K -128 -1%
HH
815
Hilltop Holdings
Texas
$1.47M +$589K +5,302 +67%
GC
816
Gratus Capital
Georgia
$1.46M -$25K -225 -2%
GAMC
817
Garner Asset Management Corp
Texas
$1.46M +$329K +2,961 +29%
WS
818
Wedbush Securities
California
$1.45M +$292K +2,627 +25%
SC
819
Slow Capital
California
$1.45M -$4.56K -41 -0.3%
TL
820
TrueWealth LLC
Georgia
$1.44M -$11K -99 -0.8%
GWM
821
Graybill Wealth Management
Illinois
$1.44M – – –
SCA
822
Stonebridge Capital Advisors
Minnesota
$1.44M +$1.41M +12,660 +4,220%
Carson Wealth (CWM LLC)
823
Carson Wealth (CWM LLC)
Nebraska
$1.44M – – –
JWM
824
Jackson Wealth Management
Florida
$1.42M +$137K +1,236 +11%
CIA
825
CSat Investment Advisory
Michigan
$1.42M -$163K -1,469 -10%
31 32
33
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