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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 %
Lido Advisors
876
Lido Advisors
California
$1.23M -$353K -3,175 -22%
GWCM
877
Godshalk Welsh Capital Management
Pennsylvania
$1.23M +$2.78K +25 +0.2%
BC
878
Burleson & Co
California
$1.22M -$9.41K -60 -0.8%
AWM
879
Altium Wealth Management
New York
$1.21M +$102K +916 +9%
ONB
880
Old National Bancorp
Indiana
$1.2M -$921K -8,281 -43%
VFM
881
Vivid Financial Management
California
$1.2M +$3.78K +34 +0.3%
CBB
882
Citizens Business Bank
California
$1.19M – – –
AWM
883
Aberdeen Wealth Management
Illinois
$1.19M +$60.9K +548 +5%
BIM
884
Bridges Investment Management
Nebraska
$1.18M -$231K -2,080 -16%
FANJ
885
Financial Architects (New Jersey)
New Jersey
$1.18M +$1.1M +9,928 +1,431%
OAM
886
Optimal Asset Management
California
$1.18M +$1.18M +10,566 New
MCM
887
Monarch Capital Management
Indiana
$1.17M – – –
SKK
888
Shepherd Kaplan Krochuk
Massachusetts
$1.17M +$1.17M +10,537 New
FC
889
Financial Consulate
Maryland
$1.17M -$3.33K -30 -0.3%
BAM
890
Belpointe Asset Management
Nevada
$1.17M -$491K -4,422 -30%
PR
891
Payden & Rygel
California
$1.17M +$1.01M +9,100 +650%
DIP
892
DT Investment Partners
Pennsylvania
$1.17M +$472K +4,244 +68%
LNWWM
893
Laird Norton Wetherby Wealth Management
California
$1.16M -$147K -1,326 -11%
CFIA
894
Cantor Fitzgerald Investment Advisors
New York
$1.15M – – –
APA
895
American Portfolios Advisors
New York
$1.15M -$127K -1,139 -10%
HHGA
896
Halbert Hargrove Global Advisors
California
$1.15M -$778 -7 -0.1%
ANTB
897
AMG National Trust Bank
Colorado
$1.15M +$1.15M +10,356 New
NB
898
Northwest Bancshares
Pennsylvania
$1.14M +$1.14M +10,250 New
CTC
899
Central Trust Company
Missouri
$1.14M -$11.2K -101 -1%
HI
900
Human Investing
Oregon
$1.13M -$49.5K -445 -4%
34 35
36
37 38