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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 %
FDCDDQ
576
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.12M -$1.24M -7,425 -19%
LRPA
577
L. Roy Papp & Associates
Arizona
$5.12M +$79.6K +478 +2%
Allianz Asset Management
578
Allianz Asset Management
Germany
$5.02M -$3.63M -21,802 -42%
BFEC
579
Benjamin F. Edwards & Company
Missouri
$5.02M -$254K -1,527 -5%
IECM
580
Intrinsic Edge Capital Management
Illinois
$5M +$1.67M +10,000 +50%
Cohen & Steers
581
Cohen & Steers
New York
$4.98M – – –
EOJOAM
582
E. Ohman J:or Asset Management
Sweden
$4.92M +$433K +2,600 +10%
HAG
583
HighPoint Advisor Group
Illinois
$4.9M +$671K +4,105 +16%
RFM
584
Royal Fund Management
Florida
$4.89M -$170K -1,023 -3%
NGA
585
Naples Global Advisors
Florida
$4.85M -$39.3K -236 -0.8%
FTC
586
Farmers Trust Company
Ohio
$4.8M +$32.8K +197 +0.7%
BLAM
587
Bourne Lent Asset Management
New York
$4.78M – – –
ASN
588
Advisory Services Network
Georgia
$4.77M +$1.51M +9,038 +46%
FAAS
589
First Allied Advisory Services
California
$4.77M -$765K -4,591 -14%
TS
590
Tamar Securities
California
$4.74M -$23.2K -139 -0.5%
SC
591
Stolper & Co
Oklahoma
$4.71M -$102K -614 -2%
NL
592
NWAM LLC
Washington
$4.66M -$1.69M -10,154 -27%
ERSOT
593
Employees Retirement System of Texas
Texas
$4.65M -$2.67M -16,000 -36%
CIP
594
Cornerstone Investment Partners
Georgia
$4.65M -$571K -3,428 -11%
NSAM
595
North Star Asset Management
Wisconsin
$4.65M -$395K -2,370 -8%
ECM
596
Element Capital Management
New York
$4.65M +$610K +3,662 +15%
BCM
597
Birch Capital Management
Texas
$4.59M -$18K -108 -0.4%
CB
598
Community Bank
New York
$4.58M -$25.8K -155 -0.6%
S
599
Surevest
California
$4.56M -$130K -783 -3%
III
600
Independent Investors Inc
New York
$4.55M – – –
22 23
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