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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 %
CAPTRUST Financial Advisors
826
CAPTRUST Financial Advisors
North Carolina
$1.41M +$45.4K +397 +3%
JA
827
JLB & Associates
Michigan
$1.4M +$14.4K +130 +1%
GWM
828
Geneos Wealth Management
Colorado
$1.39M +$29.6K +276 +2%
LHC
829
Little House Capital
Massachusetts
$1.39M -$200K -1,800 -13%
Millennium Management
830
Millennium Management
New York
$1.39M -$19.3M -173,287 -93%
JWM
831
JGP Wealth Management
Oregon
$1.39M -$138K -1,205 -9%
GIP
832
Granite Investment Partners
California
$1.38M -$334 -3 -0%
EI
833
EDMP Inc
Florida
$1.37M -$3.56K -32 -0.3%
MAS
834
Managed Account Services
Florida
$1.36M – – –
TC
835
Truvestments Capital
Florida
$1.36M +$451K +4,061 +50%
CIC
836
Carnegie Investment Counsel
Ohio
$1.36M – – –
TNB
837
TCF National Bank
South Dakota
$1.35M -$69K -668 -5%
TNB
838
Thomasville National Bank
Georgia
$1.35M -$43.7K -393 -3%
EP
839
Eudaimonia Partners
Tennessee
$1.34M +$25.4K +228 +2%
SG Americas Securities
840
SG Americas Securities
New York
$1.34M -$2.83M -25,488 -68%
SWM
841
Selective Wealth Management
Virginia
$1.34M +$1.34M +12,025 New
HCM
842
Hodges Capital Management
Texas
$1.33M +$650K +5,851 +96%
CIP
843
Capital Insight Partners
Arizona
$1.32M +$1.32M +11,911 New
CWM
844
Cornerstone Wealth Management
Missouri
$1.32M -$379K -3,410 -22%
RHDIC
845
R.H. Dinel Investment Counsel
California
$1.32M – – –
MHC
846
Meyer Handelman Company
New York
$1.32M -$605K -5,440 -31%
OMC
847
Old Mission Capital
Illinois
$1.31M +$1.31M +11,809 New
AF
848
Arrow Financial
New York
$1.31M -$16.7K -150 -1%
GFA
849
Gifford Fong Associates
California
$1.31M – – –
TCM
850
Tradewinds Capital Management
Washington
$1.31M -$11.1K -100 -0.8%
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