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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 %
PP
351
Palladium Partners
Virginia
$12.5M +$1.24M +7,466 +11%
HIMCH
352
Hartford Investment Management Co (HIMCO)
Connecticut
$12.5M -$268K -1,608 -2%
CFG
353
Citizens Financial Group
Rhode Island
$12.5M +$178K +1,068 +1%
PAG
354
Private Advisor Group
New Jersey
$12.4M +$202K +1,283 +2%
VIP
355
Vantage Investment Partners
Missouri
$12.4M +$113K +676 +0.9%
DWM
356
Doyle Wealth Management
Florida
$12.3M +$11.7M +70,355 +1,973%
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$12.2M +$1.66M +9,980 +16%
CM
358
Churchill Management
California
$12.2M -$2.32M -13,923 -16%
RWP
359
RWA Wealth Partners
Massachusetts
$12.2M -$131K -785 -1%
HAI
360
Hennessy Advisors Inc
California
$12M -$233K -1,400 -2%
WI
361
WBI Investments
New Jersey
$11.8M +$11.8M +70,908 New
WIC
362
Wilkins Investment Counsel
Massachusetts
$11.8M -$159K -955 -1%
CTA
363
Carillon Tower Advisers
Florida
$11.8M +$501K +3,007 +4%
Jane Street
364
Jane Street
New York
$11.8M +$4.42M +26,526 +60%
IMPI
365
Ilmarinen Mutual Pension Insurance
Finland
$11.7M – – –
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$11.6M +$3.5M +21,484 +43%
NCM
367
Noesis Capital Mangement
Florida
$11.5M -$480K -2,883 -4%
WF
368
Welch & Forbes
Massachusetts
$11.5M -$181K -1,087 -2%
CCT
369
Country Club Trust
Missouri
$11.5M -$537K -3,220 -4%
TU
370
TDAM USA
Ontario, Canada
$11.5M -$763K -4,580 -6%
GC
371
Guggenheim Capital
Illinois
$11.5M -$4.34M -26,051 -27%
NAM
372
Nissay Asset Management
Japan
$11.4M -$1.76M -10,560 -13%
HA
373
Hamel Associates
New Jersey
$11.4M +$69.1K +415 +0.6%
IP
374
Isthmus Partners
Wisconsin
$11.3M -$513K -3,077 -4%
BCI
375
Brinker Capital Investments
Pennsylvania
$11.3M +$11.3M +67,958 New
13 14
15
16 17