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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 %
BL
1251
Balentine LLC
Georgia
$363K +$67.5K +607 +23%
DIM
1252
DC Investments Management
Virginia
$363K +$363K +3,267 New
AWA
1253
Arete Wealth Advisors
Illinois
$361K +$14.1K +127 +4%
MBT
1254
Montecito Bank & Trust
California
$359K +$32.4K +291 +10%
TFO
1255
Tarbox Family Office
California
$359K +$49.5K +445 +16%
TC
1256
Trust Company
Kansas
$358K -$66.3K -596 -16%
FCFC
1257
First Commonwealth Financial Corp
Pennsylvania
$358K +$119K +1,067 +49%
GI
1258
Glovista Investments
New Jersey
$356K -$55.6K -500 -14%
FMLI
1259
Fukoku Mutual Life Insurance
Japan
$356K – – –
GHAM
1260
Gilman Hill Asset Management
Connecticut
$356K +$55.6K +500 +19%
NC
1261
NovaPoint Capital
Georgia
$354K – – –
CAGAS
1262
Capital Advisory Group Advisory Services
Minnesota
$350K +$349K +3,139 +62,780%
EB
1263
Eastern Bank
Massachusetts
$349K -$19.4K -175 -5%
WWM
1264
Western Wealth Management
Colorado
$348K -$74.6K -670 -18%
VPIM
1265
Vanguard Personalized Indexing Management
California
$348K +$348K +3,131 New
HCM
1266
Highlander Capital Management
New Jersey
$347K – – –
UC
1267
Unio Capital
New Jersey
$347K +$61.9K +557 +22%
RWA
1268
Ropes Wealth Advisors
Massachusetts
$346K -$280K -2,514 -45%
DT
1269
Diversified Trust
Tennessee
$346K +$346K +3,114 New
FA
1270
FMA Advisory
Pennsylvania
$343K -$25.6K -230 -7%
LWM
1271
Lyell Wealth Management
California
$343K +$343K +3,087 New
PWAP
1272
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$342K +$12.7K +114 +4%
CS
1273
Capital Square
Tennessee
$341K -$6.45K -58 -2%
WAM
1274
Weatherly Asset Management
California
$341K -$5.56K -50 -2%
FHA
1275
First Horizon Advisors
Tennessee
$338K +$7.23K +65 +2%
49 50
51
52 53