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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 %
M
1576
Mirova
France
$14K – – –
PCFFS
1577
Pacific Center for Financial Services
California
$14K +$112 +1 +0.8%
HGWM
1578
Harvest Group Wealth Management
Massachusetts
$14K +$2.21K +21 +19%
ETI
1579
Enterprise Trust & Investment
California
$13K – – –
PWMG
1580
Prestige Wealth Management Group
New Jersey
$13K +$2.38K +22 +22%
DSC
1581
Duncker Streett & Co
Missouri
$12K -$40K -350 -77%
RCC
1582
Red Cedar Capital
Nebraska
$12K – – –
CWM
1583
Campbell Wealth Management
Virginia
$12K +$12K +109 New
KFS
1584
Kelly Financial Services
Massachusetts
$11.9K +$11.1K +100 +1,429%
PP
1585
Pacifica Partners
Canada
$11K -$3.29K -29 -23%
AWM
1586
AllSquare Wealth Management
New York
$11K – – –
DOA
1587
D'Orazio & Associates
Virginia
$11K – – –
AW
1588
Avion Wealth
Texas
$11K – – –
AWM
1589
Atticus Wealth Management
Florida
$11K +$11K +101 New
EWA
1590
Evolution Wealth Advisors
Florida
$10K -$2.22M -20,432 -100%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1591
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K +$10K +90 New
JIR
1592
James Investment Research
Ohio
$9K – – –
CFN
1593
Cordasco Financial Network
Florida
$9K – – –
HS
1594
Horan Securities
United States
$9K +$9K +83 New
CWC
1595
Carolinas Wealth Consulting
North Carolina
$9K +$9K +85 New
SL
1596
Savior LLC
Massachusetts
$8K -$5.26K -46 -40%
SQA
1597
Simon Quick Advisors
New Jersey
$8K -$1.13K -10 -12%
EWM
1598
Elmwood Wealth Management
California
$8K +$2.82K +24 +55%
PW
1599
Price Wealth
Texas
$8K +$6.47K +55 +423%
WAM
1600
Wolverine Asset Management
Illinois
$7K -$3.04M -29,483 -100%
62 63
64
65 66