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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 %
GWM
1351
Gray Wealth Management
Maine
$265K +$112 +1 +0%
PAS
1352
Partnervest Advisory Services
California
$264K -$272K -2,447 -51%
NAM
1353
NTV Asset Management
West Virginia
$263K +$333 +3 +0.1%
MCM
1354
Maryland Capital Management
Maryland
$261K -$89K -800 -25%
BWM
1355
Baystate Wealth Management
Massachusetts
$260K -$65.5K -589 -20%
MWA
1356
Meridian Wealth Advisors
Texas
$258K -$8.33K -75 -3%
CBN
1357
Cadence Bank NA
Texas
$257K +$9.58K +86 +4%
GI
1358
Gradient Investments
Minnesota
$256K -$10.2M -91,191 -98%
TFA
1359
Transamerica Financial Advisors
Florida
$256K +$256K +2,297 New
CCM
1360
Coldstream Capital Management
Washington
$256K +$256K +2,305 New
AWM
1361
Absher Wealth Management
North Carolina
$255K +$11.7K +105 +5%
PPSG
1362
Princeton Portfolio Strategies Group
New Jersey
$254K -$22.2K -200 -8%
DP
1363
Dearborn Partners
Illinois
$250K -$5.5M -49,552 -96%
Bank Julius Baer & Co
1364
Bank Julius Baer & Co
Switzerland
$250K +$250K +2,248 New
IB
1365
Intrust Bank
Kansas
$250K +$250K +2,255 New
IWA
1366
Intercontinental Wealth Advisors
Texas
$248K -$444 -4 -0.2%
SWA
1367
Sutton Wealth Advisors
Florida
$248K -$11.1K -100 -4%
SVWAG
1368
Sound View Wealth Advisors Group
Georgia
$247K +$247K +2,218 New
FMBTD
1369
First Midwest Bank Trust Division
Illinois
$247K +$247K +2,227 New
AMG
1370
Advisors Management Group
Wisconsin
$246K +$7.34K +66 +3%
LAS
1371
Lloyd Advisory Services
Georgia
$246K +$67.9K +610 +38%
AIM
1372
Avity Investment Management
Connecticut
$245K +$245K +2,200 New
IFAM
1373
Institutional & Family Asset Management
Colorado
$243K +$3.56K +32 +1%
PRWA
1374
Platte River Wealth Advisors
Colorado
$243K +$243K +2,110 New
BCM
1375
Boltwood Capital Management
California
$242K -$17.2K -155 -7%
53 54
55
56 57