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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 %
MTC
551
McDaniel Terry & Co
Texas
$5.5M -$361K -2,168 -6%
GAM
552
Griffin Asset Management
New York
$5.49M -$1.06M -6,355 -16%
EIA
553
Eastover Investment Advisors
North Carolina
$5.48M +$36.3K +218 +0.7%
B
554
Barings
North Carolina
$5.45M -$20K -120 -0.4%
SPC
555
Sigma Planning Corp
Michigan
$5.45M -$716K -4,296 -12%
TF
556
Tompkins Financial
New York
$5.44M +$72.5K +435 +1%
AWP
557
Ascent Wealth Partners
New York
$5.44M +$36.3K +218 +0.7%
NSIM
558
North Star Investment Management
Illinois
$5.41M +$26.3K +158 +0.5%
CAM
559
Columbia Asset Management
Michigan
$5.41M -$2.39M -14,362 -31%
ECM
560
EagleClaw Capital Management
Massachusetts
$5.4M +$41.7K +250 +0.8%
SWA
561
Stratos Wealth Advisors
Ohio
$5.36M -$364K -2,187 -6%
ECM
562
Evergreen Capital Management
Washington
$5.35M -$8.17M -49,050 -60%
ACM
563
Alta Capital Management
Utah
$5.34M +$48.8K +293 +0.9%
PNC
564
Park National Corp
Ohio
$5.29M -$437K -2,621 -8%
HCM
565
Horrell Capital Management
Arkansas
$5.26M +$20.7K +124 +0.4%
NA
566
NewEdge Advisors
Louisiana
$5.25M +$1.84M +11,067 +54%
SCM
567
Symons Capital Management
Pennsylvania
$5.25M -$223K -1,340 -4%
WG
568
Winton Group
United Kingdom
$5.24M -$2.89M -17,338 -36%
MHI
569
Miller Howard Investments
New York
$5.24M -$2.6M -15,611 -33%
MC
570
Moors & Cabot
Massachusetts
$5.23M +$14.8K +89 +0.3%
PWS
571
Peloton Wealth Strategists
Indiana
$5.21M -$140K -839 -3%
MFG
572
Monte Financial Group
Connecticut
$5.17M -$495K -2,971 -9%
BAM
573
Barrett Asset Management
New York
$5.17M – – –
WC
574
Woodstock Corp
Massachusetts
$5.15M -$50.3K -302 -1%
BIAS
575
Beacon Investment Advisory Services
New Jersey
$5.13M +$154K +923 +3%
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