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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 %
RBC
1226
Roble Belko & Company
Pennsylvania
$381K – – –
ITIM
1227
Indiana Trust & Investment Management
Indiana
$380K – – –
SC
1228
Savant Capital
Illinois
$379K -$9.44K -85 -2%
TCBWMS
1229
Texas Capital Bank Wealth Management Services
Texas
$375K -$95.8K -861 -20%
TWI
1230
Thomas White International
Illinois
$375K – – –
IA
1231
IFG Advisors
Missouri
$375K +$3.56K +32 +1%
CA
1232
Capital Advantage
California
$373K -$64.8K -582 -15%
TMAM
1233
Tokio Marine Asset Management
Japan
$372K +$38.5K +346 +12%
NB
1234
Nicolet Bankshares
Wisconsin
$371K -$35K -315 -9%
SP
1235
Successful Portfolios
Florida
$371K +$14.8K +133 +4%
LA
1236
LVW Advisors
New York
$370K -$70.1K -631 -16%
CAW
1237
Cornerstone Advisors (Washington)
Washington
$369K +$49.5K +445 +15%
KPW
1238
Kore Private Wealth
New York
$368K -$202K -1,818 -35%
BFA
1239
Beacon Financial Advisory
Ohio
$368K +$111 +1 +0%
YMRC
1240
Yorktown Management & Research Company
Virginia
$367K -$300K -2,700 -45%
KWMG
1241
King Wealth Management Group
Florida
$367K +$222 +2 +0.1%
DFA
1242
Delta Financial Advisors
Louisiana
$367K +$1.22K +11 +0.3%
CG
1243
Cutler Group
California
$366K -$564K -5,079 -61%
WWM
1244
Windsor Wealth Management
Indiana
$366K -$34.6K -311 -9%
CWM
1245
Cabot Wealth Management
Massachusetts
$366K -$556 -5 -0.2%
BJL
1246
Brighton Jones LLC
Washington
$366K +$22.4K +202 +7%
PIM
1247
Profit Investment Management
Maryland
$365K +$365K +3,282 New
FC
1248
FORA Capital
Florida
$364K +$364K +3,277 New
SAM
1249
Summit Asset Management
Tennessee
$363K +$1.89K +17 +0.5%
CA
1250
Claro Advisors
Massachusetts
$363K +$35.3K +318 +11%
48 49
50
51 52