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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 %
MSS
1076
Mitchell Sinkler & Starr
Pennsylvania
$610K – – –
WFM
1077
Wolff Financial Management
Michigan
$609K +$667 +6 +0.1%
AFWM
1078
AMJ Financial Wealth Management
Virginia
$603K +$603K +5,426 New
CTA
1079
Colonial Trust Advisors
South Carolina
$602K +$19.7K +177 +3%
UF
1080
Univest Financial
Pennsylvania
$602K +$29.9K +269 +5%
JSL
1081
JT Stratford LLC
Georgia
$602K +$106K +951 +21%
ACM
1082
Anfield Capital Management
California
$601K +$14.8K +104 +3%
FT
1083
Fiduciary Trust
Massachusetts
$599K +$50.6K +455 +9%
FIB
1084
First Interstate Bank
Montana
$598K -$27.8K -250 -4%
CIS
1085
Connors Investor Services
Pennsylvania
$598K – – –
Koshinski Asset Management
1086
Koshinski Asset Management
Illinois
$593K -$38.1K -342 -6%
AA
1087
Argent Advisors
Louisiana
$593K +$28.4K +256 +5%
IWM
1088
IHT Wealth Management
Illinois
$589K -$318K -2,866 -35%
BWAM
1089
Boyd Watterson Asset Management
Ohio
$586K – – –
FNBOSM
1090
First National Bank of South Miami
Florida
$584K -$15.8K -142 -3%
CDH
1091
Charles D. Hyman
$582K – – –
WCM
1092
Weld Capital Management
New York
$582K +$63.4K +570 +12%
PA
1093
Probity Advisors
Texas
$582K +$183K +1,649 +46%
RIM
1094
Rampart Investment Management
Connecticut
$574K +$29.3K +264 +5%
BFO
1095
Boston Family Office
Massachusetts
$574K +$161K +1,450 +39%
BONST
1096
Bank of Nova Scotia Trust
Ontario, Canada
$572K -$1.3M -11,705 -69%
ACM
1097
Allred Capital Management
Texas
$572K -$15.6K -140 -3%
IAMOG
1098
Investors Asset Management of Georgia
Georgia
$571K +$5.56K +50 +1%
PL
1099
Perpetual Ltd
Australia
$569K +$569K +5,114 New
AAM
1100
AR Asset Management
California
$567K – – –
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