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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 %
MWM
1326
Mission Wealth Management
California
$283K -$11.7K -105 -4%
ABTD
1327
Arvest Bank Trust Division
Oklahoma
$283K +$17.9K +161 +7%
AssetMark Inc
1328
AssetMark Inc
California
$282K -$39.1K -352 -12%
MGIM
1329
M&G Investment Management
United Kingdom
$282K -$15.7K -141 -5%
LWM
1330
Liberty Wealth Management
California
$282K +$15.4K +138 +6%
CPIG
1331
Chicago Partners Investment Group
Illinois
$281K -$8.7K -72 -3%
FBC
1332
Fairfield, Bush & Co
Connecticut
$278K – – –
FLPIM
1333
F.L. Putnam Investment Management
Massachusetts
$276K -$93.6K -843 -25%
SFSIG
1334
San Francisco Sentry Investment Group
California
$276K -$53.7K -483 -16%
3F
1335
360 Financial
Minnesota
$276K +$114 +1 +0%
GAM
1336
Gotham Asset Management
New York
$275K -$54.5K -490 -17%
BHWM
1337
Bay Harbor Wealth Management
Maryland
$275K +$48K +432 +21%
VCM
1338
Versant Capital Management
Arizona
$274K -$3.1K -28 -1%
SA
1339
Silversage Advisors
California
$273K – – –
AFM
1340
Andesa Financial Management
Pennsylvania
$273K +$273K +2,461 New
CCM
1341
Crossvault Capital Management
Texas
$272K – – –
EWM
1342
EPG Wealth Management
Georgia
$271K -$11.7K -105 -4%
Cerity Partners
1343
Cerity Partners
New York
$271K +$7.55K +68 +3%
CPIA
1344
Cornell Pochily Investment Advisors
New York
$270K +$668 +6 +0.2%
HPWM
1345
Highland Private Wealth Management
Washington
$270K +$270K +2,427 New
DA
1346
Dillon & Associates
Michigan
$269K -$41.6K -375 -13%
SAM
1347
Strategy Asset Managers
California
$268K +$268K +2,415 New
NNP
1348
Nachman Norwood & Parrott
South Carolina
$266K -$18.3K -165 -6%
DDC
1349
DF Dent & Co
Maryland
$266K – – –
SAM
1350
SignalPoint Asset Management
Missouri
$266K +$266K +2,395 New
52 53
54
55 56