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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 %
FNBOMD
601
First National Bank of Mount Dora
Florida
$4.52M +$970K +5,821 +27%
ABC
602
Associated Banc-Corp
Wisconsin
$4.51M -$1.98M -11,883 -31%
BS
603
Boenning & Scattergood
Pennsylvania
$4.5M -$3K -18 -0.1%
XWM
604
Xcel Wealth Management
Florida
$4.45M -$45.8K -275 -1%
BCM
605
Brookmont Capital Management
Texas
$4.44M +$45.3K +272 +1%
AMI
606
Amica Mutual Insurance
Rhode Island
$4.43M – – –
HWA
607
Heritage Way Advisors
Illinois
$4.4M +$71.3K +428 +2%
SLI
608
Sumitomo Life Insurance
Japan
$4.37M -$330K -1,983 -7%
VAS
609
Vestmark Advisory Solutions
Massachusetts
$4.36M +$1.03M +6,187 +31%
GIA
610
Granite Investment Advisors
New Hampshire
$4.36M +$2.08M +12,490 +91%
IAN
611
Integrated Advisors Network
Texas
$4.35M -$364K -2,185 -8%
IMOV
612
Investment Management of Virginia
Virginia
$4.34M -$695K -4,171 -14%
PT
613
Plimoth Trust
Massachusetts
$4.34M -$164K -982 -4%
SSA
614
Schonfeld Strategic Advisors
New York
$4.33M +$4.33M +26,000 New
RWM
615
Rench Wealth Management
Texas
$4.32M +$44.3K +266 +1%
SFA
616
Semmax Financial Advisors
North Carolina
$4.31M -$67.8K -407 -2%
MAM
617
Meeder Asset Management
Ohio
$4.3M +$1.56M +9,366 +57%
NMIMC
618
Northwestern Mutual Investment Management Company
Wisconsin
$4.3M – – –
Cerity Partners
619
Cerity Partners
New York
$4.3M +$3.89M +23,363 +957%
EAM
620
Erste Asset Management
Austria
$4.29M +$161K +958 +4%
SC
621
Schulhoff & Co
Ohio
$4.27M -$333 -2 -0%
WAS
622
Wealth Advisory Solutions
Indiana
$4.27M -$3.72M -22,347 -47%
CANC
623
Culbertson A N & Co
Virginia
$4.27M -$35K -210 -0.8%
CHC
624
City Holding Co
West Virginia
$4.18M +$7.5K +45 +0.2%
PAA
625
Peregrine Asset Advisers
Oregon
$4.17M +$4.17M +25,041 New
23 24
25
26 27