UPS icon

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 %
WA
1401
Waverly Advisors
Alabama
$219K +$219K +1,375 New
GHA
1402
GW Henssler & Associates
Georgia
$219K +$219K +1,969 New
CYG
1403
Clean Yield Group
Vermont
$218K -$32.3K -290 -13%
SWM
1404
Sugarloaf Wealth Management
Georgia
$218K -$21.8K -196 -9%
PA
1405
Procyon Advisors
Connecticut
$218K +$102K +916 +88%
MIC
1406
Means Investment Company
Maine
$218K +$218K +1,396 New
PL
1407
Plancorp LLC
Missouri
$218K +$218K +1,962 New
PG
1408
Pendal Group
Australia
$218K +$218K +1,964 New
LSPW
1409
Lake Street Private Wealth
Illinois
$218K +$218K +1,967 New
QT
1410
Quantamental Technologies
New York
$217K +$217K +1,953 New
SCA
1411
Stuart Chaussee & Associates
California
$216K – – –
NEAM
1412
New England Asset Management
Connecticut
$216K – – –
CIP
1413
Convergence Investment Partners
Florida
$216K +$216K +1,942 New
BFA
1414
Benedict Financial Advisors
Georgia
$216K +$216K +1,947 New
PFBT
1415
Parkside Financial Bank & Trust
Missouri
$215K +$103K +930 +92%
AB
1416
Atlas Brown
Kentucky
$215K +$215K +1,935 New
MCM
1417
McRae Capital Management
New Jersey
$214K +$214K +1,921 New
AC
1418
Alexandria Capital
Virginia
$213K +$213K +1,920 New
BCA
1419
Bray Capital Advisors
Florida
$212K +$889 +8 +0.4%
TI
1420
Truehand Inc
New Hampshire
$211K – – –
SFG
1421
SNS Financial Group
Minnesota
$211K +$211K +1,898 New
WIC
1422
Whitegate Investment Counselors
New Hampshire
$211K +$211K +1,902 New
RE
1423
RBC Europe
United Kingdom
$210K +$46.6K +419 +28%
PFA
1424
Pinnacle Family Advisors
Missouri
$210K -$475K -4,271 -69%
MWPCG
1425
Measured Wealth Private Client Group
New Hampshire
$209K +$209K +1,878 New
55 56
57
58 59