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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 %
DY
501
Dowling & Yahnke
California
$6.9M +$13.2K +79 +0.2%
Daiwa Securities Group
502
Daiwa Securities Group
Japan
$6.89M +$396K +2,379 +6%
Twin Tree Management
503
Twin Tree Management
Texas
$6.89M +$6.21M +37,240 +911%
KRS
504
Kentucky Retirement Systems
Kentucky
$6.86M +$330K +1,979 +5%
OSIA
505
O'Shares Investment Advisers
Massachusetts
$6.77M +$1.99M +11,956 +42%
BBI
506
Baxter Bros Inc
Connecticut
$6.66M -$218K -1,309 -3%
MCP
507
Martin Capital Partners
Oregon
$6.66M -$1.68M -10,091 -20%
SIG
508
Sky Investment Group
Connecticut
$6.65M -$40.5K -243 -0.6%
Mercer Global Advisors
509
Mercer Global Advisors
Colorado
$6.6M +$516K +3,097 +8%
AFG
510
Albion Financial Group
Utah
$6.59M +$66.3K +398 +1%
M
511
MOTCO
Texas
$6.58M -$105K -633 -2%
AC
512
Addenda Capital
Quebec, Canada
$6.54M +$876K +5,255 +15%
FBT
513
First Bankers Trust
Kentucky
$6.53M +$107K +645 +2%
SG Americas Securities
514
SG Americas Securities
New York
$6.52M +$4.51M +27,081 +224%
T
515
TOBAM
France
$6.51M +$6.51M +39,072 New
UR
516
USCA RIA
Texas
$6.51M -$3.17M -19,036 -33%
MCM
517
Mattern Capital Management
Colorado
$6.42M -$127K -765 -2%
VWA
518
Visionary Wealth Advisors
Illinois
$6.4M -$449K -2,697 -7%
IWA
519
IBEX Wealth Advisors
New Jersey
$6.37M +$78.3K +470 +1%
BB
520
Bell Bank
North Dakota
$6.32M -$354K -2,126 -5%
Assenagon Asset Management
521
Assenagon Asset Management
Luxembourg
$6.26M +$4.37M +26,237 +231%
WIC
522
Woodmont Investment Counsel
Tennessee
$6.12M -$224K -1,342 -4%
LWAC
523
Laurel Wealth Advisors (California)
California
$6.09M -$525K -3,148 -8%
VCM
524
Vision Capital Management
Oregon
$6.09M +$6.83K +41 +0.1%
KPWS
525
Kestra Private Wealth Services
Texas
$6.07M +$6.07M +36,436 New
19 20
21
22 23