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

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$328M
2
BlackRock
2
BlackRock
New York
$7.43B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.8B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.09B
5
Charles Schwab
5
Charles Schwab
California
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
326
Davidson Investment Advisors
Montana
$14.2M -$670K -4,019 -5%
CB
327
Commerce Bank
Missouri
$14.1M -$3.56M -21,382 -20%
TYCC
328
Texas Yale Capital Corp
Florida
$14M +$833 +5 +0%
ISB
329
Iowa State Bank
Iowa
$13.9M -$1.67K -10 -0%
AWM
330
AE Wealth Management
Kansas
$13.9M -$218K -1,309 -2%
SSG
331
Summit Securities Group
New York
$13.9M +$13.6M +81,400 +4,522%
SGK
332
Steigerwald Gordon & Koch
Virginia
$13.8M +$45.3K +272 +0.3%
GC
333
Grimes & Company
Massachusetts
$13.7M -$447K -2,684 -3%
RJT
334
Raymond James Trust
Florida
$13.7M -$546K -3,278 -4%
ProShare Advisors
335
ProShare Advisors
Maryland
$13.6M +$1.02M +6,114 +8%
JC
336
Jacobs & Co
California
$13.6M -$201K -1,209 -1%
SFS
337
Sowell Financial Services
Arkansas
$13.5M +$230K +1,383 +2%
BOS
338
Bingham Osborn & Scarborough
California
$13.4M -$1.83M -10,998 -12%
KAS
339
Kestra Advisory Services
Texas
$13.4M +$13.4M +79,536 New
TH
340
TCTC Holdings
Texas
$13.3M +$58.8K +353 +0.4%
11A
341
10-15 Associates
New York
$13.3M -$6.27M -37,633 -32%
FWIA
342
Fort Washington Investment Advisors
Ohio
$13.1M -$4.6M -27,622 -26%
SCA
343
Stillwater Capital Advisors
Pennsylvania
$13.1M -$85.7K -514 -0.7%
GIA
344
Guyasuta Investment Advisors
Pennsylvania
$13.1M -$217K -1,300 -2%
CA
345
Cornerstone Advisors
North Carolina
$12.9M – – –
DADC
346
D.A. Davidson & Co
Montana
$12.7M -$2.39M -14,357 -16%
JCM
347
Jag Capital Management
Missouri
$12.7M +$12.7M +76,291 New
ZDA
348
Zweig-DiMenna Associates
New York
$12.7M +$12.7M +76,000 New
FHC
349
First Horizon Corporation
Tennessee
$12.6M +$12.6M +75,641 New
VV
350
Verity & Verity
South Carolina
$12.5M -$4.73M -27,986 -27%
12 13
14
15 16