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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 %
OPERF
426
Oregon Public Employees Retirement Fund
Oregon
$9.35M -$1.02M -6,100 -10%
BC
427
Beaconlight Capital
New York
$9.24M +$9.24M +55,430 New
TCM
428
Tufton Capital Management
Maryland
$9.17M -$121K -725 -1%
GWI
429
Grace & White Inc
New York
$9.16M – – –
BCM
430
BTR Capital Management
California
$9.13M -$107K -643 -1%
MC
431
Miramar Capital
Illinois
$9.1M -$160K -905 -2%
AAF
432
Andra AP-fonden
Sweden
$9.03M +$4.97M +29,800 +122%
TCM
433
Telos Capital Management
California
$8.95M -$1.76M -10,590 -16%
IEFM
434
IQ EQ Fund Management
Ireland
$8.87M -$58K -348 -0.6%
B
435
BP
United Kingdom
$8.85M -$2.32M -13,916 -21%
BRA
436
Biechele Royce Advisors
Indiana
$8.78M -$637K -3,823 -7%
EWM
437
Executive Wealth Management
Michigan
$8.65M +$40.8K +245 +0.5%
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$8.62M -$548K -3,288 -6%
CFB
439
Cullen/Frost Bankers
Texas
$8.59M +$104K +626 +1%
EWM
440
Evercore Wealth Management
New York
$8.57M -$635K -3,811 -7%
IIM
441
Intact Investment Management
Quebec, Canada
$8.53M -$517K -3,100 -6%
Point72 Asset Management
442
Point72 Asset Management
Connecticut
$8.52M +$8.52M +51,102 New
TAF
443
Tredje AP-fonden
Sweden
$8.49M – – –
TPCW
444
TD Private Client Wealth
New York
$8.4M -$3.14M -18,832 -27%
WT
445
Whittier Trust
California
$8.35M +$2.09M +12,565 +33%
RBA
446
Richard Bernstein Advisors
New York
$8.34M – – –
LBC
447
Lowe Brockenbrough & Co
Virginia
$8.33M -$27.2K -163 -0.3%
GT
448
Glenview Trust
Kentucky
$8.22M -$542K -3,253 -6%
SPIA
449
Steward Partners Investment Advisory
New York
$8.19M +$833K +5,000 +11%
DWT
450
Dorsey & Whitney Trust
South Dakota
$8.18M -$277K -1,660 -3%
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