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 %
NPT
1026
Nixon Peabody Trust
Massachusetts
$736K +$4.45K +40 +0.6%
CP
1027
Covenant Partners
Tennessee
$732K +$128K +1,155 +21%
BRWM
1028
B. Riley Wealth Management
Tennessee
$730K -$269K -2,418 -27%
LA
1029
Legacy Advisors
Pennsylvania
$728K -$195K -1,756 -21%
SNT
1030
Security National Trust
West Virginia
$721K +$55.2K +497 +8%
FIM
1031
Fernwood Investment Management
Massachusetts
$719K – – –
MYIA
1032
Mount Yale Investment Advisors
Colorado
$717K -$58.2K -523 -8%
WIA
1033
Wealthstreet Investment Advisors
Texas
$713K +$88.9K +800 +14%
GIA
1034
Gladstone Institutional Advisory
Florida
$711K -$286K -2,572 -29%
ANRIA
1035
American National Registered Investment Advisor
Texas
$705K – – –
YWP
1036
YorkBridge Wealth Partners
New York
$704K -$49.9K -449 -7%
FMC
1037
First Merchants Corp
Indiana
$704K -$28.4K -256 -4%
AFS
1038
Axiom Financial Strategies
Indiana
$696K +$6.34K +57 +0.9%
GCA
1039
Guardian Capital Advisors
Ontario, Canada
$692K -$3.34K -40 -0.5%
RIA
1040
Regal Investment Advisors
Michigan
$691K +$691K +6,214 New
CTI
1041
Community Trust & Investment
Kentucky
$687K – – –
ESBC
1042
E.S. Barr & Co
Kentucky
$685K -$2.11K -19 -0.3%
TFS
1043
TrustCore Financial Services
Tennessee
$681K -$4.22K -38 -0.6%
SCM
1044
Schnieders Capital Management
California
$679K -$58.8K -529 -8%
LCM
1045
Laurion Capital Management
New York
$678K -$11.2M -101,026 -94%
PPP
1046
Private Portfolio Partners
New Jersey
$674K +$556 +5 +0.1%
TCM
1047
Traynor Capital Management
Pennsylvania
$674K +$3.67K +33 +0.5%
SAA
1048
Southeast Asset Advisors
Georgia
$674K +$40K +360 +6%
NB
1049
NBT Bank
New York
$672K -$24.5K -220 -4%
MA
1050
Montag & Associates
Georgia
$670K -$2.22K -20 -0.3%
40 41
42
43 44