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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 %
OCM
476
Olstein Capital Management
New York
$7.5M -$2.83M -17,000 -27%
SIM
477
Sentry Investment Management
Wisconsin
$7.5M +$706K +4,237 +10%
IP
478
Interval Partners
New York
$7.45M +$5.6M +33,600 +303%
MDCM
479
Morgan Dempsey Capital Management
Wisconsin
$7.42M +$257K +1,545 +4%
SCM
480
SKBA Capital Management
California
$7.41M +$7.41M +44,470 New
HFS
481
Hantz Financial Services
Michigan
$7.37M -$77.5K -465 -1%
EFIC
482
Eliot Finkel Investment Counsel
California
$7.33M -$8.33K -50 -0.1%
AI
483
Accredited Investors
Minnesota
$7.32M -$59.5K -357 -0.8%
ECM
484
ETrade Capital Management
Virginia
$7.3M -$5.03M -30,186 -41%
AB
485
Amalgamated Bank
New York
$7.3M -$196K -1,179 -3%
MCM
486
MAI Capital Management
Ohio
$7.27M -$1.82M -10,912 -20%
GCM
487
Garland Capital Management
Washington
$7.26M -$29.2K -175 -0.4%
AIM
488
Anchor Investment Management
South Carolina
$7.18M +$104K +625 +1%
PCM
489
Princeton Capital Management
New Jersey
$7.16M +$156K +938 +2%
SFWA
490
Summit Financial Wealth Advisors
Louisiana
$7.15M -$5.84M -36,590 -45%
CBT
491
Capital Bank & Trust
California
$7.12M -$2.06M -12,370 -22%
ST
492
Spinnaker Trust
Maine
$7.12M -$288K -1,729 -4%
TI
493
tru Independence
Oregon
$7.05M -$732K -4,391 -9%
VFA
494
Voya Financial Advisors
Connecticut
$7.04M -$220K -1,307 -3%
NEI
495
Northwest & Ethical Investments
Ontario, Canada
$7.04M -$78.6K -472 -1%
WorldQuant Millennium Advisors
496
WorldQuant Millennium Advisors
New York
$7.02M -$10.7M -64,348 -60%
SDIC
497
South Dakota Investment Council
South Dakota
$7.01M -$6.5M -39,010 -48%
SHGA
498
Sand Hill Global Advisors
California
$6.99M -$174K -1,043 -2%
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$6.95M -$175K -1,049 -2%
CA
500
Cullinan Associates
Kentucky
$6.92M -$7.35M -44,092 -51%
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