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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 %
SIM
1676
Spark Investment Management
New York
– -$635K -6,800 Closed
LOAME
1677
Lombard Odier Asset Management (Europe)
United Kingdom
– -$585K -6,259 Closed
MWNA
1678
Marshall Wace North America
New York
– -$504K -5,398 Closed
SCP
1679
Stamos Capital Partners
California
– -$503K -5,385 Closed
Squarepoint
1680
Squarepoint
New York
– -$459K -4,917 Closed
EGM
1681
Engineers Gate Manager
New York
– -$434K -4,644 Closed
SAS
1682
Stelac Advisory Services
New York
– -$429K -4,596 Closed
BCI
1683
Brinker Capital Investments
Pennsylvania
– -$425K -4,546 Closed
PP
1684
PagnatoKarp Partners
Virginia
– -$413K -4,424 Closed
CC
1685
Cipher Capital
New York
– -$402K -4,305 Closed
CA
1686
Cambridge Advisors
Nebraska
– -$352K -3,770 Closed
LOAMS
1687
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$335K -3,591 Closed
HS
1688
Haafor (Singapore)
Singapore
– -$328K -3,512 Closed
WRM
1689
Weybosset Research & Management
Rhode Island
– -$297K -3,260 Closed
CC
1690
Centiva Capital
New York
– -$298K -3,200 Closed
LI
1691
Leap Investments
Illinois
– -$280K -3,000 Closed
CWA
1692
Clarity Wealth Advisors
California
– -$274K -2,942 Closed
WP
1693
WMS Partners
Maryland
– -$271K -2,903 Closed
PWM
1694
Perigon Wealth Management
California
– -$278K -2,814 Closed
SW
1695
SteelPeak Wealth
California
– -$260K -2,784 Closed
MFG
1696
MidWestOne Financial Group
Iowa
– -$256K -2,738 Closed
KLWA
1697
Kelly Lawrence W & Associates
California
– -$252K -2,700 Closed
WBC
1698
West Branch Capital
Massachusetts
– -$252K -2,700 Closed
BFA
1699
Bragg Financial Advisors
North Carolina
– -$227K -2,433 Closed
WP
1700
WealthSource Partners
California
– -$225K -2,410 Closed
66 67
68
69 70