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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 %
BBA
1376
BLB&B Advisors
Pennsylvania
$236K -$64.5K -580 -21%
GI
1377
GAMCO Investors
Connecticut
$235K +$235K +2,110 New
ACP
1378
Arcus Capital Partners
Georgia
$235K +$235K +2,112 New
BHBT
1379
Burke & Herbert Bank & Trust
Virginia
$233K -$18.5K -166 -7%
ST
1380
Smithfield Trust
Pennsylvania
$233K +$8.21K +74 +4%
IA
1381
IndexIQ Advisors
New York
$232K +$205K +1,842 +758%
JIM
1382
Jupiter Investment Management
United Kingdom
$232K +$232K +2,089 New
WP
1383
WealthShield Partners
North Carolina
$232K +$232K +2,091 New
TI
1384
Tidal Investments
Wisconsin
$231K -$145K -1,303 -39%
PSP
1385
Principal Street Partners
Tennessee
$230K +$230K +2,068 New
LCM
1386
LVM Capital Management
Michigan
$229K -$12.8K -115 -5%
VCP
1387
Vista Capital Partners
Oregon
$229K +$229K +2,059 New
RG
1388
Rikoon Group
New Mexico
$228K -$11.1K -100 -5%
PFSC
1389
Peoples Financial Services Corp
Pennsylvania
$228K +$36.6K +330 +19%
AP
1390
Advisors Preferred
Maryland
$228K +$228K +1,994 New
MWM
1391
Meridian Wealth Management
Kentucky
$226K +$226K +2,041 New
SFA
1392
Stewardship Financial Advisors
Georgia
$224K +$224K +2,011 New
SAG
1393
Spotlight Asset Group
Illinois
$224K +$224K +2,018 New
BFA
1394
Beaumont Financial Advisors
Massachusetts
$222K -$21.3K -191 -9%
SAM
1395
Secure Asset Management
Michigan
$222K -$18.5K -167 -8%
PCC
1396
Park Circle Company
Maryland
$222K – – –
LB
1397
Legacy Bridge
Iowa
$221K -$27.8K -250 -11%
AWA
1398
Arkadios Wealth Advisors
Georgia
$220K -$9.8K -85 -4%
QCG
1399
Quadrant Capital Group
Ohio
$220K +$82.3K +742 +60%
AFA
1400
American Financial Advisors
Georgia
$220K +$220K +1,859 New
54 55
56
57 58