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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 %
EWA
1176
ERTS Wealth Advisors
Michigan
$453K -$132K -1,191 -23%
CFS
1177
CRA Financial Services
New Jersey
$452K +$28.4K +255 +7%
VCWA
1178
Vanguard Capital Wealth Advisors
Colorado
$451K +$451K +4,062 New
BCP
1179
Berkeley Capital Partners
Georgia
$449K +$117K +1,055 +35%
BS
1180
Banco Santander
Spain
$448K -$314K -2,820 -41%
SG
1181
StoneX Group
New York
$448K +$144K +1,294 +47%
CPSC
1182
Carl P. Sherr & Co
Massachusetts
$447K -$10.8K -97 -2%
RIA
1183
Realta Investment Advisors
Delaware
$446K +$26K +234 +6%
EFS
1184
Essex Financial Services
Connecticut
$445K +$124K +1,115 +39%
RCA
1185
Reitz Capital Advisors
Michigan
$443K +$69.4K +624 +19%
CWG
1186
Cornerstone Wealth Group
North Carolina
$442K -$27K -243 -6%
DAM
1187
Diamant Asset Management
Connecticut
$442K +$195K +1,750 +79%
SAM
1188
S.A. Mason
Michigan
$439K -$40.2K -362 -8%
MMHP
1189
Murphy Middleton Hinkle & Parker
Georgia
$438K +$13.6K +122 +3%
HAM
1190
Hammer Asset Management
California
$435K -$29.7K -267 -6%
OPS
1191
Orion Portfolio Solutions
Nebraska
$435K +$94K +845 +28%
MCCP
1192
Mission Creek Capital Partners
California
$432K -$19.4K -175 -4%
PK
1193
Pflug Koory
Nebraska
$432K – – –
P
1194
Pitcairn
Pennsylvania
$432K +$62.4K +562 +17%
RCAG
1195
Rehmann Capital Advisory Group
Michigan
$428K +$14.7K +132 +4%
PCIA
1196
Prime Capital Investment Advisors
Kansas
$428K +$53.2K +479 +14%
GEA
1197
Glen Eagle Advisors
New Jersey
$428K +$189K +1,697 +79%
LFA
1198
Landmark Financial Advisors
Kentucky
$426K – – –
BDWM
1199
Brewin Dolphin Wealth Management
Ireland
$425K – – –
BC
1200
Burney Company
Virginia
$425K -$1.93M -17,385 -82%
46 47
48
49 50