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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
+$932M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$544M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$310M
4
TCM
Tybourne Capital Management
Hong Kong
+$204M
5
BP
BBR Partners
New York
+$171M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$417M
2
BlackRock
BlackRock
New York
-$344M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$342M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$231M
5
Charles Schwab
Charles Schwab
California
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOPW
526
Live Oak Private Wealth
North Carolina
$6.07M -$850K -5,104 -12%
LSERS
527
Louisiana State Employees Retirement System
Louisiana
$5.98M +$933K +5,600 +18%
Qube Research & Technologies (QRT)
528
Qube Research & Technologies (QRT)
United Kingdom
$5.97M +$5.97M +35,812 New
HC
529
Hendley & Co
Ohio
$5.91M +$467K +2,800 +9%
RC
530
RegentAtlantic Capital
New Jersey
$5.91M +$116K +696 +2%
PP
531
PDS Planning
Ohio
$5.87M +$4K +24 +0.1%
OIM
532
Opus Investment Management
Massachusetts
$5.87M – – –
LSA
533
L & S Advisors
California
$5.85M -$13.8K -83 -0.2%
AUB
534
Atlantic Union Bankshares
Virginia
$5.82M -$134K -804 -2%
NAM
535
NorthCoast Asset Management
Connecticut
$5.8M -$1.35M -8,081 -19%
KIC
536
Keating Investment Counselors
Florida
$5.79M -$15K -90 -0.3%
MCM
537
Murphy Capital Management
New Jersey
$5.78M +$100K +601 +2%
Nomura Holdings
538
Nomura Holdings
Japan
$5.76M +$5.46M +34,216 +1,850%
WA
539
Wambolt & Associates
Colorado
$5.76M -$1.33M -8,011 -19%
WCA
540
Westover Capital Advisors
Delaware
$5.71M +$62.2K +373 +1%
BRM
541
Boston Research & Management
Massachusetts
$5.71M -$231K -1,386 -4%
BSW
542
Buckingham Strategic Wealth
Missouri
$5.67M +$522K +3,132 +10%
AAS
543
Avantax Advisory Services
Texas
$5.67M +$3.01M +18,138 +113%
O
544
Ossiam
France
$5.62M -$1.7M -10,224 -23%
PP
545
Patten & Patten
Tennessee
$5.62M -$78K -468 -1%
BCCM
546
Bridge Creek Capital Management
Massachusetts
$5.61M -$653K -3,917 -10%
HWM
547
Holloway Wealth Management
Florida
$5.58M -$3.84M – –
CICI
548
Capital Investment Counsel Inc
North Carolina
$5.55M -$719K -4,317 -11%
SWM
549
SVA Wealth Management
Wisconsin
$5.52M -$54.8K -329 -1%
ACM
550
Argyle Capital Management
Pennsylvania
$5.5M -$896K -5,377 -14%
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