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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 %
DLA
1151
Douglas Lane & Associates
New York
$471K +$13.3K +120 +3%
IA
1152
IFG Advisory
Georgia
$470K -$92.4K -832 -16%
SCI
1153
S&CO Inc
Massachusetts
$469K -$5.56K -50 -1%
GSWM
1154
Golden State Wealth Management
California
$469K +$301K +2,701 +179%
SAM
1155
Sompo Asset Management
Japan
$468K +$17.8K +160 +4%
RHFI
1156
Reilly Herbert Faulkner III
$467K – – –
VC
1157
Vicus Capital
Pennsylvania
$465K +$8.35K +75 +2%
WFPG
1158
Waller Financial Planning Group
Ohio
$465K +$465K +4,181 New
DWM
1159
Dakota Wealth Management
Florida
$464K -$1.23M -11,031 -73%
KCM
1160
Kanawha Capital Management
Virginia
$464K – – –
ARMT
1161
Amica Retiree Medical Trust
Rhode Island
$463K – – –
MPW
1162
MA Private Wealth
California
$463K +$3.78K +34 +0.8%
CNFG
1163
Creegan & Nassoura Financial Group
New Hampshire
$462K -$122K -1,098 -21%
FWCM
1164
Ferguson Wellman Capital Management
Oregon
$462K +$19.9K +179 +5%
FG
1165
Fiduciary Group
Georgia
$460K -$5K -45 -1%
OC
1166
Oakworth Capital
Alabama
$460K -$2.22K -20 -0.5%
DC
1167
Diametric Capital
Massachusetts
$460K +$460K +4,134 New
IC
1168
IEQ Capital
California
$459K -$143K -1,287 -24%
PWPS
1169
Pinnacle Wealth Planning Services
Ohio
$458K +$160K +1,438 +54%
BSB
1170
Bangor Savings Bank
Maine
$456K -$14.7K -132 -3%
FFS
1171
Founders Financial Securities
Maryland
$456K +$105K +933 +30%
CC
1172
Chicago Capital
Illinois
$455K +$117K +1,052 +35%
Twin Tree Management
1173
Twin Tree Management
Texas
$454K -$6.23M -56,111 -93%
LCM
1174
Liberty Capital Management
Michigan
$454K – – –
CW
1175
CreativeOne Wealth
Kansas
$454K +$24.6K +221 +6%
45 46
47
48 49