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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 %
WPW
1126
Waldron Private Wealth
Pennsylvania
$520K +$240K +2,159 +86%
AIC
1127
Archer Investment Corporation
Indiana
$517K +$111K +1,000 +27%
PI
1128
Putnam Investments
Massachusetts
$515K +$21.2K +191 +4%
EF
1129
Empirical Finance
Pennsylvania
$513K +$64.2K +577 +14%
V
1130
VeraBank
Texas
$511K -$28K -252 -5%
WANY
1131
Wealthspire Advisors (New York)
New York
$509K -$729K -6,554 -59%
GFS
1132
GYL Financial Synergies
Connecticut
$507K +$68.8K +618 +16%
CAN
1133
Claraphi Advisory Network
United States
$505K -$27.5K -247 -5%
APC
1134
Aspire Private Capital
North Carolina
$502K +$121K +1,088 +32%
CFG
1135
Cooper Financial Group
California
$493K +$5.01K +45 +1%
HIA
1136
Harbor Investment Advisory
Maryland
$492K +$60.1K +541 +14%
RA
1137
RFG Advisory
Alabama
$489K -$821K -7,392 -63%
GT
1138
Greenleaf Trust
Michigan
$486K +$87K +783 +22%
BPC
1139
Banque Pictet & Cie
Switzerland
$485K – – –
CCM
1140
Cribstone Capital Management
Maine
$485K +$85.5K +769 +21%
RCA
1141
Ranch Capital Advisors
Florida
$484K -$2.07K -13 -0.4%
MFG
1142
Magnus Financial Group
New York
$483K -$236K -2,124 -33%
SIM
1143
Stratos Investment Management
Ohio
$482K +$163K +1,463 +51%
SMC
1144
Smith, Moore & Co
Missouri
$481K +$6.89K +62 +1%
BB
1145
Busey Bank
Illinois
$478K -$66.7K -600 -12%
JHP
1146
James Hambro & Partners
United Kingdom
$475K +$475K +4,450 New
CA
1147
Calton & Associates
Florida
$474K +$13.9K +125 +3%
AO
1148
Advisor OS
Illinois
$474K +$474K +4,266 New
BBA
1149
Braun-Bostich & Associates
Pennsylvania
$473K – – –
CAG
1150
Csenge Advisory Group
Florida
$473K +$473K +4,253 New
44 45
46
47 48