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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 %
KTC
1276
Kistler-Tiffany Companies
Pennsylvania
$336K +$71.8K +645 +27%
EGA
1277
E&G Advisors
Texas
$334K – – –
MJRIC
1278
Mogy Joel R Investment Counsel
California
$334K – – –
ESB
1279
Essex Savings Bank
Connecticut
$333K +$36.3K +326 +12%
FCMC
1280
Founders Capital Management (Connecticut)
Connecticut
$331K – – –
DC
1281
DeDora Capital
California
$326K +$62.9K +566 +24%
VAM
1282
Verity Asset Management
North Carolina
$325K -$8.17K -128 -2%
OC
1283
Oarsman Capital
Wisconsin
$325K – – –
B
1284
Brightworth
Georgia
$325K +$73.1K +658 +29%
CF
1285
Corrigan Financial
Rhode Island
$324K -$4.23K -38 -1%
FAM
1286
Formidable Asset Management
Ohio
$323K – – –
Acadian Asset Management
1287
Acadian Asset Management
Massachusetts
$323K +$250K +2,252 +344%
PF
1288
Phoenix Financial
Israel
$323K +$323K +3,115 New
WSTAM
1289
Wilbanks Smith & Thomas Asset Management
Virginia
$322K -$277K -2,494 -46%
QPWM
1290
Quadrant Private Wealth Management
Pennsylvania
$322K -$106K -953 -25%
CIC
1291
Chase Investment Counsel
Virginia
$322K +$50.2K +452 +18%
DA
1292
Detalus Advisors
Missouri
$321K -$66.4K -597 -17%
LWCFA
1293
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$320K – – –
WJWM
1294
Williams Jones Wealth Management
New York
$319K -$408K -3,665 -56%
RFN
1295
RDA Financial Network
Iowa
$318K +$2.22K +20 +0.7%
BCA
1296
Bay Colony Advisors
Massachusetts
$318K +$51.3K +461 +19%
MFG
1297
Menard Financial Group
Texas
$318K +$318K +2,859 New
SWM
1298
Segment Wealth Management
Texas
$314K +$222 +2 +0.1%
OSAM
1299
O'Shaughnessy Asset Management
Connecticut
$313K +$228K +2,049 +267%
CT
1300
Cambridge Trust
Massachusetts
$311K -$47K -325 -13%
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