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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 %
GC
1301
Grace Capital
Massachusetts
$311K – – –
RCG
1302
Rock Creek Group
District of Columbia
$311K +$311K +2,796 New
MAM
1303
Mastrapasqua Asset Management
Tennessee
$308K +$308K +2,770 New
IAP
1304
Indie Asset Partners
Indiana
$305K -$199K -1,250 -40%
HR
1305
Hayden Royal
North Carolina
$304K -$462K -4,159 -60%
DFG
1306
Demars Financial Group
Washington
$304K +$21.2K +190 +7%
FMB
1307
Field & Main Bank
Kentucky
$304K +$304K +2,730 New
CFS
1308
Cannon Financial Strategists
Georgia
$304K – – –
RCM
1309
RB Capital Management
Nevada
$302K +$39.8K +358 +15%
CFFP
1310
Center for Financial Planning
Michigan
$301K -$28.7K -258 -9%
LNB
1311
Ledyard National Bank
$300K -$24K -216 -7%
TCPWM
1312
Traverso Chambers Private Wealth Management
California
$300K +$111 +1 +0%
AFP
1313
Ausdal Financial Partners
Iowa
$298K +$23.5K +211 +9%
ATC
1314
Adirondack Trust Company
New York
$297K +$1.43K +10 +0.5%
HW
1315
Hancock Whitney
Mississippi
$297K +$55.6K +500 +23%
EI
1316
Ethic Inc
New York
$295K -$46.8K -420 -14%
AIM
1317
ARK Investment Management
Florida
$294K +$6.67K +60 +2%
FMTC
1318
Farmers & Merchants Trust Company
California
$292K -$10.6K -96 -4%
FA
1319
FCG Advisors
New Jersey
$291K +$1.67K +15 +0.6%
LSAG
1320
Lake Street Advisors Group
New Hampshire
$290K +$290K +2,610 New
PC
1321
Peavine Capital
Nevada
$289K – – –
MWM
1322
Mattern Wealth Management
Kansas
$288K -$11.1K -100 -4%
WCG
1323
Weaver Consulting Group
California
$288K +$228K +2,050 +378%
GTAM
1324
Global Trust Asset Management
Florida
$286K -$394K -3,550 -58%
NAS
1325
Nicolet Advisory Services
Wisconsin
$286K +$35.1K +315 +14%
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