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 %
CWM
851
Cordatus Wealth Management
Pennsylvania
$1.31M +$1.31M +11,761 New
TAM
852
Tocqueville Asset Management
New York
$1.3M -$96K -864 -7%
LS
853
Leelyn Smith
Illinois
$1.3M +$58.1K +523 +5%
GJIC
854
Gamble Jones Investment Counsel
California
$1.3M – – –
THWM
855
Taylor Hoffman Wealth Management
Virginia
$1.29M – – –
NSB
856
Norway Savings Bank
Maine
$1.29M -$5.55K -50 -0.4%
CAM
857
Cypress Asset Management
Texas
$1.29M +$161K +1,452 +14%
LNC
858
Lincoln National Corp
Pennsylvania
$1.29M +$88.5K +796 +7%
CAM
859
Cresset Asset Management
Illinois
$1.28M -$220K -1,976 -15%
TCOV
860
Trust Company of Vermont
Vermont
$1.28M -$589K -5,303 -31%
Los Angeles Capital Management
861
Los Angeles Capital Management
California
$1.28M +$802K +7,208 +167%
SGCA
862
Steel Grove Capital Advisors
Tennessee
$1.28M -$167K -1,499 -12%
CFA
863
Carroll Financial Associates
North Carolina
$1.28M -$8.12K -73 -0.6%
AIP
864
Ameritas Investment Partners
Nebraska
$1.28M -$6.45K -58 -0.5%
Assenagon Asset Management
865
Assenagon Asset Management
Luxembourg
$1.26M -$71.1M -639,425 -98%
BMA
866
Brooks Moore & Associates
Tennessee
$1.26M +$460K +4,135 +58%
MHS
867
M Holdings Securities
Oregon
$1.25M -$195K -1,753 -13%
MSAM
868
Moloney Securities Asset Management
Missouri
$1.25M +$81.4K +732 +7%
CCM
869
Cox Capital Management
Massachusetts
$1.25M +$1.24M +11,171 +29,397%
CCP
870
Corient Capital Partners
California
$1.24M +$189K +1,702 +18%
SCA
871
Snowden Capital Advisors
New York
$1.24M -$83.4K -750 -6%
MBTD
872
Mechanics Bank - Trust Department
California
$1.24M -$33.4K -300 -3%
CC
873
Cedar Capital
Illinois
$1.24M +$267K +2,405 +28%
SSB
874
Sandy Spring Bank
Maryland
$1.24M -$5.67K -51 -0.5%
IP
875
Interval Partners
New York
$1.23M +$1.23M +11,100 New
33 34
35
36 37