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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 %
MGWM
1101
Marks Group Wealth Management
Minnesota
$563K +$80.6K +721 +17%
NIM
1102
NuWave Investment Management
New Jersey
$562K +$355K +3,515 +172%
FFWA
1103
FRG Family Wealth Advisors
Washington
$561K -$69.1K -621 -11%
EWM
1104
Evermay Wealth Management
Virginia
$561K +$83.9K +755 +18%
SC
1105
SRB Corp
Massachusetts
$559K – – –
SL
1106
Stevard LLC
Illinois
$558K +$558K +5,015 New
DWM
1107
Darwin Wealth Management
Florida
$556K -$17K -153 -3%
CC
1108
Cornerstone Capital
California
$554K -$303K -2,725 -35%
HPC
1109
HM Payson & Co
Maine
$554K -$11K -99 -2%
IWC
1110
Integrated Wealth Concepts
Massachusetts
$553K -$80.9K -728 -13%
ODCM
1111
Old Dominion Capital Management
Virginia
$551K -$8.45K -76 -2%
CGL
1112
Clarius Group LLC
Washington
$548K -$12.8K -115 -2%
PI
1113
Pettee Investors
Connecticut
$547K +$80K +720 +17%
FIM
1114
Freedom Investment Management
Connecticut
$547K +$121K +1,089 +28%
TAIM
1115
TD Ameritrade Investment Management
Nebraska
$547K +$473K +4,256 +640%
SXL
1116
Summit X LLC
Missouri
$544K -$53.8K -483 -9%
TBNY
1117
Trustco Bank (New York)
New York
$537K -$8.34K -75 -2%
SC
1118
Saturna Capital
Washington
$537K – – –
LBD
1119
Landsberg Bennett & Dubbaneh
Florida
$537K +$4.81K +44 +0.9%
FAIM
1120
Financial Advocates Investment Management
Washington
$532K -$71.1K -640 -12%
IWAG
1121
Integer Wealth Advisors Group
Georgia
$531K – – –
HCP
1122
Holt Capital Partners
Texas
$530K – – –
ZIC
1123
ZWJ Investment Counsel
Georgia
$527K +$216K +1,945 +69%
BW
1124
Bison Wealth
Georgia
$521K -$2.38M -21,381 -82%
AF
1125
Advisornet Financial
Minnesota
$520K -$128K -1,149 -20%
43 44
45
46 47