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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 %
HPC
926
Hobart Private Capital
North Carolina
$1.06M -$134K -1,208 -11%
1SB
927
1ST Source Bank
Indiana
$1.05M +$61.6K +554 +6%
LWS
928
Lucia Wealth Services
California
$1.05M -$15.6K -140 -1%
PA
929
Profund Advisors
Maryland
$1.05M +$29.1K +262 +3%
RMAM
930
Raab & Moskowitz Asset Management
New Jersey
$1.04M -$68.2K -614 -6%
FUBT
931
First United Bank & Trust
Maryland
$1.04M -$44.5K -400 -4%
IFWM
932
Institute for Wealth Management
Colorado
$1.04M +$40.2K +361 +4%
MA
933
Mutual Advisors
Nebraska
$1.04M +$522K +4,692 +101%
MERSOM
934
Municipal Employees' Retirement System of Michigan
Michigan
$1.04M -$81.2K -730 -7%
Lazard Asset Management
935
Lazard Asset Management
New York
$1.03M -$1.3M -11,679 -56%
SBWM
936
Sunflower Bank Wealth Management
Arizona
$1.02M -$5.56K -50 -0.5%
TRCT
937
Tower Research Capital (TRC)
New York
$1.01M -$467K -4,195 -32%
HCM
938
Hudson Capital Management
New Jersey
$1.01M -$111K -1,000 -10%
EHWM
939
Eads & Heald Wealth Management
Georgia
$1.01M -$10.6K -95 -1%
LMAM
940
Legg Mason Asset Management
Japan
$1.01M +$163K +1,463 +19%
LFAS
941
Level Four Advisory Services
Texas
$1M +$343K +3,088 +52%
WQ
942
Wealth Quarterback
New Jersey
$1M +$598K +5,375 +147%
KFGK
943
Keystone Financial Group (Kentucky)
Kentucky
$1M -$16K -144 -2%
WSC
944
Wellington Shields & Co
New York
$994K +$174K +1,566 +21%
RB
945
Rodgers Brothers
Pennsylvania
$993K -$27.5K -247 -3%
RI
946
Ridgewood Investments
New Jersey
$989K +$237K +2,128 +31%
EWM
947
Empirical Wealth Management
Washington
$987K +$482K +4,335 +95%
FMT
948
First Mercantile Trust
Tennessee
$986K -$66.7K -600 -6%
Fiera Capital (Canada)
949
Fiera Capital (Canada)
Quebec, Canada
$984K +$374K +3,364 +61%
SWP
950
Strategic Wealth Partners
Ohio
$983K +$983K +8,841 New
36 37
38
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