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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 %
SCA
1426
STALEY CAPITAL ADVISERS
Pennsylvania
$209K +$209K +1,880 New
DBIA
1427
Dumont & Blake Investment Advisors
New Jersey
$208K +$208K +1,875 New
AWM
1428
Aries Wealth Management
Maine
$207K +$207K +1,866 New
BOPW
1429
Brandywine Oak Private Wealth
Pennsylvania
$206K -$115K -1,035 -36%
FFG
1430
Frisch Financial Group
New York
$206K +$206K +1,854 New
Nomura Holdings
1431
Nomura Holdings
Japan
$205K +$61.6K +556 +43%
LJAC
1432
L.J. Altfest & Co
New York
$204K +$204K +1,835 New
HB
1433
Horizon Bancorp
Indiana
$203K -$36.5K -329 -15%
PB
1434
Pinnacle Bancorp
Nebraska
$203K – – –
AFA
1435
Atlanta Financial Associates
Georgia
$202K +$202K +1,815 New
PCP
1436
Proficio Capital Partners
Massachusetts
$201K +$201K +1,805 New
SSG
1437
Summit Securities Group
New York
$200K -$207K -1,866 -51%
IA
1438
Icon Advisers
Colorado
$200K -$144K -1,300 -42%
RPWA
1439
Regent Peak Wealth Advisors
Georgia
$200K +$200K +1,801 New
VCM
1440
Vigilant Capital Management
Maine
$197K +$13.9K +125 +8%
JFGIW
1441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$196K +$83.3K +753 +74%
AW
1442
Alpha Windward
Massachusetts
$192K -$2.11K -19 -1%
TF
1443
TimeScale Financial
Massachusetts
$190K +$1.83K +16 +1%
BFC
1444
Bedel Financial Consulting
Indiana
$175K -$18.3K -165 -9%
CB
1445
CNB Bank
Pennsylvania
$174K -$43.1K -387 -20%
CAC
1446
Certified Advisory Corp
Florida
$174K +$333 +3 +0.2%
BAM
1447
Bellevue Asset Management
Washington
$171K -$2.78K -25 -2%
MSFP
1448
Mark Sheptoff Financial Planning
Connecticut
$170K -$11.1K -100 -6%
ACM
1449
AUA Capital Management
Pennsylvania
$167K – – –
CHA
1450
Carmichael Hill & Associates
Maryland
$156K – – –
56 57
58
59 60