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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 %
AA
901
Ancora Advisors
Ohio
$1.13M -$157K -1,411 -12%
WR
902
Watson Rebecca
$1.13M +$334 +3 +0%
HCM
903
Hutner Capital Management
Vermont
$1.12M +$104K +939 +10%
MOS
904
MGO One Seven
Ohio
$1.12M +$500K +4,493 +81%
IP
905
Intellectus Partners
California
$1.11M +$39.3K +353 +4%
HIM
906
HawsGoodwin Investment Management
Tennessee
$1.11M -$222K -1,993 -17%
VNIM
907
Vaughan Nelson Investment Management
Texas
$1.11M – – –
AAIM
908
American Assets Investment Management
California
$1.11M – – –
HSA
909
Hussman Strategic Advisors
Maryland
$1.11M +$1.11M +10,000 New
GIA
910
GHP Investment Advisors
Colorado
$1.11M +$38.7K +348 +4%
HKAM
911
Horizon Kinetics Asset Management
New York
$1.11M +$100K +900 +10%
BOTW
912
Bank of the West
California
$1.11M -$153K -1,380 -12%
DAC
913
Dividend Assets Capital
South Carolina
$1.1M +$17.3K +156 +2%
NL
914
NVWM LLC
Pennsylvania
$1.1M +$1.1M +9,879 New
IRC
915
Investors Research Corp
Georgia
$1.09M – – –
MGIA
916
Moneta Group Investment Advisors
Missouri
$1.09M +$80.6K +725 +8%
AOWM
917
Alpha Omega Wealth Management
Virginia
$1.09M -$38.8K -349 -3%
JIP
918
JBJ Investment Partners
South Carolina
$1.08M +$833K +7,494 +333%
PGIM
919
Pacific Global Investment Management
California
$1.08M -$889 -8 -0.1%
RPC
920
Rossmore Private Capital
Connecticut
$1.07M +$140K +1,260 +15%
CPA
921
Court Place Advisors
Maryland
$1.07M +$222 +2 +0%
HSA
922
HBK Sorce Advisory
Pennsylvania
$1.07M -$164K -1,475 -13%
AII
923
AGF Investments Inc
Ontario, Canada
$1.07M +$126K +1,135 +13%
CCG
924
Cypress Capital Group
Florida
$1.07M +$212K +1,907 +25%
SLF
925
Sun Life Financial
Ontario, Canada
$1.06M -$23.3K -209 -2%
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37
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