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 %
WB
1476
Webster Bank
Connecticut
$104K – – –
SIMG
1477
Stephens Investment Management Group
Texas
$97K – – –
FMP
1478
Financial Management Professionals
Texas
$95K +$95K +857 New
MHR
1479
Matthew Hamilton Rosenberg
$94K -$8.27K -74 -8%
ED
1480
Exane Derivatives
France
$92.5K -$217K -1,954 -70%
GFPC
1481
Global Financial Private Client
Florida
$92.3K +$12.9K +113 +16%
CWP
1482
CFM Wealth Partners
Texas
$91K -$47.4K -427 -34%
CI
1483
CX Institutional
Indiana
$89K +$17.2K +155 +24%
HI
1484
Hudock Inc
Pennsylvania
$86K +$5.76K +52 +7%
AIM
1485
Arcadia Investment Management
Michigan
$83K -$73.6K -665 -47%
AF
1486
Allworth Financial
California
$82K +$111 +1 +0.1%
C
1487
Cerebellum
California
$80K +$80K +674 New
MF
1488
Manchester Financial
California
$76K – – –
IWP
1489
IAG Wealth Partners
Wisconsin
$75K – – –
Fidelity International
1490
Fidelity International
Bermuda
$74K +$73.8K +669 +33,450%
MAM
1491
Marquette Asset Management
Minnesota
$71K – – –
EWP
1492
Engrave Wealth Partners
Texas
$71K +$8.74K +79 +14%
EIM
1493
Essex Investment Management
Massachusetts
$69K – – –
DCM
1494
Davis Capital Management
Florida
$68K – – –
MCM
1495
MV Capital Management
Maryland
$66K +$38.4K +348 +139%
LC
1496
Lindbrook Capital
California
$65K -$9.18K -83 -12%
SBL
1497
Sargent Bickham Lagudis
Colorado
$65K +$16.9K +152 +35%
OSNBOA
1498
Old Second National Bank of Aurora
Illinois
$64K – – –
SIS
1499
Sound Income Strategies
Florida
$62K +$10.2K +92 +20%
BSAM
1500
Blue Square Asset Management
New York
$59K +$59K +531 New
58 59
60
61 62