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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 %
FCFS
1526
First Command Financial Services
Texas
$43K – – –
FCB
1527
First Command Bank
Texas
$43K – – –
JFA
1528
JNBA Financial Advisors
Minnesota
$42K – – –
PH
1529
Pinnacle Holdings
Oklahoma
$40.2K – – –
CAL
1530
Capital Advisors Ltd
Ohio
$40K – – –
RFA
1531
Reilly Financial Advisors
California
$40K +$2.78K +25 +7%
LWA
1532
Lenox Wealth Advisors
New York
$39K +$7.76K +69 +25%
CIA
1533
Cascade Investment Advisors
Oregon
$38.9K – – –
WEC
1534
Winslow Evans & Crocker
Massachusetts
$38K -$111 -1 -0.3%
MRCM
1535
M&R Capital Management
New Jersey
$38K +$19.4K +175 +105%
AP
1536
Arlington Partners
Alabama
$38K +$38K +344 New
FWM
1537
FSA Wealth Management
Massachusetts
$37K – – –
MWC
1538
MBM Wealth Consultants
Missouri
$34K – – –
PA
1539
Perennial Advisors
New York
$34K +$34K +310 New
CCMIC
1540
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$33K – – –
EI
1541
Ellevest Inc
New York
$33K +$13.5K +123 +69%
APWA
1542
Atlas Private Wealth Advisors
New Jersey
$32K +$32K +290 New
FFC
1543
First Financial Corp
Indiana
$30K -$695K -6,211 -96%
BWM
1544
BerganKDV Wealth Management
Minnesota
$30K -$26.3K -235 -47%
HFA
1545
HC Financial Advisors
California
$30K – – –
FP
1546
Financial Perspectives
Minnesota
$28.1K – – –
JSC
1547
Jackson Square Capital
California
$27K -$12.2K -109 -31%
Loomis, Sayles & Company
1548
Loomis, Sayles & Company
Massachusetts
$26K -$1.45K -13 -5%
MMG
1549
Monetary Management Group
Missouri
$26K – – –
CH
1550
Canton Hathaway
Rhode Island
$25K – – –
60 61
62
63 64