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United Parcel Service
UPS

Overview Fund Activity

1,782 hedge funds and large institutions have $81.2B invested in United Parcel Service in 2020 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 542 increasing their positions, 827 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+155
Holders Change %
+9.53%
% of All Funds
36.05%
Holding in Top 10
104
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+89.09%
% of All Funds
2.1%
New
236
Increased
542
Reduced
827
Closed
67
Calls
$2.71B
Puts
$2.12B
Net Calls
+$587M
Net Calls Change
+$186M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.91B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.28B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$802M
4
TCM
Tybourne Capital Management
Hong Kong
$204M
5
BP
BBR Partners
New York
$171M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$328M
2
BlackRock
BlackRock
New York
$7.43B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.8B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.09B
5
Charles Schwab
Charles Schwab
California
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCM
301
Ziegler Capital Management
Illinois
$16.3M -$10.8M -64,645 -40%
IAIM
302
International Assets Investment Management
Florida
$16.2M +$201K +1,208 +1%
QOP
303
Quinn Opportunity Partners
Virginia
$16.2M -$27.6M -165,663 -63%
DDPIC
304
Deroy & Devereaux Private Investment Counsel
Michigan
$16.2M -$84.1K -505 -0.5%
BCP
305
Blue Chip Partners
Michigan
$15.9M -$140K -843 -0.9%
UB
306
UMB Bank
Missouri
$15.8M – – –
Natixis Advisors
307
Natixis Advisors
Massachusetts
$15.7M +$348K +2,091 +2%
PFP
308
Pinnacle Financial Partners
Tennessee
$15.7M +$483K +2,896 +3%
GIP
309
Greatmark Investment Partners
Georgia
$15.6M -$224K -1,345 -1%
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$15.5M -$6.39M -38,356 -29%
MCM
311
Moore Capital Management
New York
$15.5M +$15.5M +92,970 New
MOACM
312
Mutual of America Capital Management
New York
$15.4M -$564K -3,386 -4%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$15.4M -$343K -2,058 -2%
GGI
314
Godsey & Gibb Inc
Virginia
$15.4M -$6.38M -38,285 -29%
CWP
315
Capital Wealth Planning
Florida
$15.2M -$4.29M -25,741 -22%
FSA
316
Franklin Street Advisors
North Carolina
$15M +$3.84M +23,038 +34%
HIMC
317
Heritage Investors Management Corp
Maryland
$15M -$537K -3,222 -3%
KCM
318
Kornitzer Capital Management
Kansas
$15M -$45.8K -275 -0.3%
BHWM
319
Bar Harbor Wealth Management
New Hampshire
$14.9M -$80K -480 -0.5%
LIM
320
Lathrop Investment Management
Arkansas
$14.9M -$122K -730 -0.8%
MML Investors Services
321
MML Investors Services
Massachusetts
$14.8M -$1.67M -10,007 -10%
DBT
322
Dubuque Bank & Trust
Iowa
$14.6M -$1.3M -7,831 -8%
SFG
323
SNS Financial Group
Minnesota
$14.3M +$14M +84,006 +4,426%
CS
324
Candriam SCA
Luxembourg
$14.2M -$466K -2,795 -3%
Public Sector Pension Investment Board (PSP Investments)
325
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.2M +$2.9M +17,400 +26%
11 12
13
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