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 %
FFBTD
951
First Financial Bank - Trust Division
Ohio
$980K -$72.4K -651 -7%
DI
952
DAGCO Inc
Ohio
$979K -$60.7K -546 -6%
SIA
953
Soltis Investment Advisors
Utah
$974K +$347K +3,119 +55%
SFSG
954
Stearns Financial Services Group
North Carolina
$971K -$61.2K -551 -6%
SBA
955
Secrest Blakey & Associates
North Carolina
$970K +$5.78K +52 +0.6%
CL
956
CPWM LLC
Washington
$957K -$667 -6 -0.1%
VWA
957
V Wealth Advisors
Kansas
$954K +$53.3K +480 +6%
SDAM
958
Shulman DeMeo Asset Management
New York
$951K +$18.1K +163 +2%
DAS
959
Dynamic Advisor Solutions
Arizona
$951K +$84.7K +762 +10%
HWM
960
Hohimer Wealth Management
Washington
$948K -$657K -5,903 -41%
VNA
961
Valley National Advisers
Pennsylvania
$947K -$127K -1,141 -12%
HCMT
962
Highland Capital Management (Tennessee)
Tennessee
$939K -$86.8K -781 -8%
QCM
963
Quest Capital Management
Texas
$939K +$12.1K +109 +1%
CA
964
Clearstead Advisors
Ohio
$939K +$67.1K +604 +8%
WAM
965
Wealthspire Advisors (Maryland)
Maryland
$936K +$88.9K +799 +10%
MCM
966
Mork Capital Management
California
$934K – – –
EH
967
Equitable Holdings
New York
$922K +$215K +1,930 +30%
W
968
WealthStone
Ohio
$913K +$913K +8,214 New
BIA
969
Bigelow Investment Advisors
Maine
$913K +$78.1K +702 +9%
CCMG
970
Clark Capital Management Group
Pennsylvania
$912K -$12.7K -114 -1%
WA
971
Wealth Alliance
New York
$909K +$166K +1,492 +22%
AWM
972
Aevitas Wealth Management
Massachusetts
$907K +$4.56K +41 +0.5%
AIA
973
AIMZ Investment Advisors
California
$898K – – –
ACWM
974
Adams Chetwood Wealth Management
North Carolina
$896K -$23.9K -215 -3%
DPIM
975
Duff & Phelps Investment Management
Illinois
$893K – – –
37 38
39
40 41