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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 %
NFG
1001
Nations Financial Group
Iowa
$790K +$22.2K +200 +3%
BCMO
1002
Buckingham Capital Management (Ohio)
Ohio
$789K +$40K +360 +5%
PTC
1003
Private Trust Company
Ohio
$787K +$47.4K +415 +6%
GRP
1004
Global Retirement Partners
California
$784K -$14.2K -128 -2%
HFM
1005
Hartford Financial Management
Connecticut
$780K – – –
UBV
1006
United Bank (Virginia)
Virginia
$779K -$47.7K -429 -6%
EA
1007
Ellsworth Advisors
Ohio
$777K +$777K +6,992 New
PAS
1008
Park Avenue Securities
New York
$773K +$773K +6,956 New
TPWA
1009
TRUE Private Wealth Advisors
Oregon
$769K +$13.6K +122 +2%
ICM
1010
IMS Capital Management
Oregon
$765K +$556 +5 +0.1%
NG
1011
Northstar Group
New York
$760K -$83.3K -749 -10%
RAM
1012
Redmond Asset Management
Virginia
$760K +$22.2K +200 +3%
SYBT
1013
Stock Yards Bank & Trust
Kentucky
$756K +$27.8K +250 +4%
PCM
1014
Parsons Capital Management
Rhode Island
$752K -$139K -1,247 -16%
MFP
1015
Meridian Financial Partners
Virginia
$752K +$35.2K +305 +5%
TTWM
1016
TCV Trust & Wealth Management
Virginia
$751K -$9.45K -85 -1%
NFG
1017
Next Financial Group
Texas
$751K +$47.2K +425 +7%
PFO
1018
Pathstone Family Office
New Jersey
$750K – – –
CCP
1019
Cardan Capital Partners
Colorado
$749K +$37.9K +341 +5%
WKWM
1020
Walter & Keenan Wealth Management
Indiana
$744K +$744K +6,692 New
TIA
1021
Trust Investment Advisors
Indiana
$743K -$11.1K -100 -1%
PWS
1022
Private Wealth Strategies
Ohio
$743K +$7.34K +66 +1%
SFM
1023
Signet Financial Management
New Jersey
$742K +$83.8K +525 +13%
IG
1024
ING Group
Netherlands
$738K -$6.21M -55,868 -89%
BG
1025
Bollard Group
Massachusetts
$737K +$137K +1,229 +23%
39 40
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