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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 %
EH
1051
Employers Holdings
Nevada
$669K -$161K -1,450 -19%
JIC
1052
Johnson Investment Counsel
Ohio
$667K +$14.4K +130 +2%
KF
1053
Krilogy Financial
Missouri
$661K +$81.2K +730 +14%
MAFM
1054
Mid Atlantic Financial Management
Pennsylvania
$656K +$25.8K +232 +4%
KA
1055
Kovack Advisors
Florida
$654K +$66.3K +597 +11%
WWM
1056
WT Wealth Management
Arizona
$650K +$106K +954 +19%
FFN
1057
Focus Financial Network
Minnesota
$650K +$29K +261 +5%
FWM
1058
Frontier Wealth Management
Missouri
$648K -$132K -1,191 -17%
BAM
1059
Berkshire Asset Management
Pennsylvania
$648K -$120K -1,084 -16%
AC
1060
Abbrea Capital
California
$648K +$4K +36 +0.6%
ACS
1061
Archford Capital Strategies
Illinois
$646K -$9.89K -89 -2%
FHA
1062
Flagship Harbor Advisors
Massachusetts
$641K +$253K +2,274 +65%
SRC
1063
Shufro Rose & Co
New York
$637K +$24K +216 +4%
GG
1064
Gleason Group
Kentucky
$634K +$5.89K +53 +0.9%
CAAS
1065
Capital Asset Advisory Services
Michigan
$633K +$169K +1,085 +36%
AWM
1066
Avior Wealth Management
Nebraska
$631K -$77.8K -700 -11%
LC
1067
LCNB Corp
Ohio
$631K -$2.22K -20 -0.4%
RIM
1068
Regent Investment Management
Kentucky
$628K +$330K +2,965 +111%
MWM
1069
Maltin Wealth Management
New Jersey
$627K -$136K -1,226 -18%
TA
1070
TFG Advisers
Michigan
$626K +$45.8K +412 +8%
PP
1071
Paloma Partners
Connecticut
$623K -$32.1K -289 -5%
AF
1072
AMG Funds
Connecticut
$618K -$157K -1,410 -20%
LWM
1073
Loveless Wealth Management
Montana
$618K – – –
CPA
1074
Clear Perspective Advisors
Illinois
$616K -$104K -935 -14%
VFPI
1075
Vantage Financial Partners (Illinois)
Illinois
$611K +$11.1K +100 +2%
41 42
43
44 45