UPS icon

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 %
1WA
1201
180 Wealth Advisors
Washington
$423K -$116K -975 -21%
OIA
1202
OneDigital Investment Advisors
Kansas
$423K +$54.4K +489 +15%
MIG
1203
McGuire Investment Group
Rhode Island
$421K +$667 +6 +0.2%
FLI
1204
Family Legacy Inc
South Carolina
$417K – – –
ISL
1205
Ingalls & Snyder LLC
New York
$414K -$16.7K -150 -4%
DTC
1206
Davidson Trust Company
Washington
$410K +$55.3K +498 +16%
RGC
1207
Roberts, Glore & Co
Illinois
$407K +$5.56K +50 +1%
BEAM
1208
Baker Ellis Asset Management
Washington
$407K +$11.1K +100 +3%
CA
1209
Corrado Advisors
New Jersey
$405K – – –
PWP
1210
Principle Wealth Partners
Connecticut
$404K +$404K +3,633 New
AIIMS
1211
Analyst IMS Investment Management Services
Israel
$403K -$5.89K -53 -1%
MSA
1212
Marino Stram & Associates
Massachusetts
$402K +$38.3K +345 +11%
BO
1213
Bank OZK
Arkansas
$399K – – –
Fayez Sarofim & Co
1214
Fayez Sarofim & Co
Texas
$398K -$23.8K -214 -6%
SIA
1215
Strategic Investment Advisors
Michigan
$398K +$37.5K +337 +10%
PG
1216
Patten Group
Tennessee
$398K +$64.1K +576 +19%
WCM
1217
Washburn Capital Management
Florida
$397K +$397K +3,575 New
DWM
1218
Doyle Wealth Management
Florida
$396K -$30.1K -271 -7%
B
1219
Bailard
California
$396K +$41.8K +376 +12%
ML
1220
McAdam LLC
Pennsylvania
$393K +$3.78K +34 +1%
TCB
1221
Texas Capital Bancshares
Texas
$393K +$14.1K +127 +4%
RM
1222
Resource Management
Louisiana
$392K -$44.9K -404 -10%
NP
1223
NorthRock Partners
Minnesota
$391K +$72.3K +650 +23%
HWA
1224
Heritage Wealth Advisors
Virginia
$389K +$111 +1 +0%
CFGS
1225
Concourse Financial Group Securities
Alabama
$389K -$47K -423 -11%
47 48
49
50 51