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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 %
BWP
976
Baldwin Wealth Partners
Massachusetts
$890K -$6.12K -55 -0.7%
VIA
977
Vident Investment Advisory
Georgia
$890K +$890K +8,009 New
SACTSONJ
978
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$889K – – –
GF
979
Gabelli Funds
New York
$889K +$222K +2,000 +33%
LC
980
Lincoln Capital
Nebraska
$879K -$10K -90 -1%
LCM
981
Logan Capital Management
Pennsylvania
$876K -$3.89K -35 -0.4%
SFG
982
SevenBridge Financial Group
Pennsylvania
$876K -$1K -9 -0.1%
FHB
983
First Hawaiian Bank
Hawaii
$864K -$251K -2,261 -23%
GBT
984
Grove Bank & Trust
Florida
$863K +$275K +2,476 +47%
TSWM
985
Triangle Securities Wealth Management
North Carolina
$855K +$50.5K +454 +6%
KMWM
986
Keudell/Morrison Wealth Management
Oregon
$849K +$113K +1,020 +15%
MFG
987
Merit Financial Group
Georgia
$839K +$15.9K +143 +2%
MA
988
Modus Advisors
Minnesota
$836K +$286K +2,572 +52%
COF
989
Capital One Financial
Virginia
$831K -$213K -1,916 -20%
CS
990
Cannell & Spears
New York
$831K +$132K +1,190 +19%
PAM
991
Premier Asset Management
Illinois
$825K -$4.54M -40,800 -85%
DI
992
Diligent Investors
California
$823K +$5.89K +53 +0.7%
CCA
993
Checchi Capital Advisers
California
$823K +$71.9K +647 +10%
SWM
994
SeaCrest Wealth Management
New York
$820K +$133K +1,197 +19%
VCM
995
Virtue Capital Management
Tennessee
$819K +$819K +7,363 New
EIA
996
Eldridge Investment Advisors
New Hampshire
$816K +$333 +3 +0%
FPCG
997
Fort Pitt Capital Group
Pennsylvania
$810K -$109K -984 -12%
IA
998
IFP Advisors
Florida
$797K +$114K +1,035 +17%
TFA
999
Teamwork Financial Advisors
Texas
$795K +$489K +4,397 +160%
PWW
1000
Pettyjohn Wood & White
Virginia
$794K -$30.6K -275 -4%
38 39
40
41 42