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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 %
HFS
1551
HBC Financial Services
Washington
$25K +$243 +2 +1%
HFA
1552
Hoover Financial Advisors
Pennsylvania
$24K +$24K +214 New
PMFA
1553
Plante Moran Financial Advisors
Michigan
$22K – – –
TFGT
1554
TS Financial Group (TSFG)
Illinois
$22K – – –
MLFP
1555
MPS Loria Financial Planners
Illinois
$22K +$22K +198 New
RWB
1556
RMR Wealth Builders
New Jersey
$22K +$22K +200 New
SIC
1557
Salem Investment Counselors
North Carolina
$21K +$1.96K +18 +10%
WLPWM
1558
Walled Lake Planning & Wealth Management
Illinois
$21K +$9.21K +82 +78%
SIAS
1559
Shine Investment Advisory Services
Colorado
$20K – – –
PGAM
1560
Princeton Global Asset Management
New Jersey
$20K +$3.33K +30 +20%
MWP
1561
Meridian Wealth Partners
Pennsylvania
$20K +$20K +184 New
WB
1562
West Bancorporation
Iowa
$19K -$448K -3,942 -96%
CAL
1563
Capital Analysts LLC
Pennsylvania
$19K -$20.3K -185 -52%
FRA
1564
Front Row Advisors
California
$19K -$2.17K -20 -10%
DI
1565
Disciplined Investments
Oklahoma
$19K -$112 -1 -0.6%
TSW
1566
Thompson Siegel & Walmsley
Virginia
$19K – – –
RIA
1567
RPG Investment Advisory
California
$19K +$11.4K +105 +150%
WFMPM
1568
Woodley Farra Manion Portfolio Management
Indiana
$18K – – –
ARMC
1569
American Research & Management Company
Massachusetts
$18K – – –
AA
1570
AlphaMark Advisors
Kentucky
$17K -$1.59K -14 -9%
MA
1571
MCF Advisors
Kentucky
$17K – – –
WOC
1572
West Oak Capital
California
$17K +$6.71K +60 +65%
IAS
1573
IMA Advisory Services
Colorado
$16K – – –
BWL
1574
Bogart Wealth LLC
Virginia
$16K – – –
CFD
1575
Creative Financial Designs
Indiana
$15K +$11.6K +101 +337%
61 62
63
64 65