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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 %
SWMG
701
Signature Wealth Management Group
Georgia
$3.19M -$1.94M -11,641 -38%
MME
702
Meag Munich Ergo
Germany
$3.18M +$938K +5,629 +42%
MCAI
703
Members Capital Advisors Inc
Wisconsin
$3.18M +$3.18M +19,097 New
GAMA
704
Graticule Asia Macro Advisors
New York
$3.17M +$3.17M +19,000 New
CNC
705
Canandaigua National Corp
New York
$3.16M -$181K -1,087 -5%
CIC
706
Chilton Investment Company
Connecticut
$3.16M -$1.92M -11,519 -38%
VWM
707
Valley Wealth Managers
New Jersey
$3.15M -$1.19M -7,164 -27%
CPO
708
Cerity Partners OCIO
New York
$3.11M -$54.3K -326 -2%
CG
709
Colony Group
Massachusetts
$3.1M -$5.17K -31 -0.2%
Luther King Capital Management (LKCM)
710
Luther King Capital Management (LKCM)
Texas
$3.09M +$187K +1,121 +6%
KRSITF
711
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.08M +$198K +1,191 +7%
BRWA
712
B. Riley Wealth Advisors
Florida
$3.08M +$57.9K +366 +2%
RP
713
Rowlandmiller & Partners
Georgia
$3.08M +$3.74K +40 +0.1%
QP
714
Quilter Plc
United Kingdom
$3.07M -$101K -607 -3%
MCM
715
Monument Capital Management
Virginia
$3.07M -$407K -2,442 -12%
MWM
716
Madison Wealth Management
Ohio
$3.05M +$13.5K +81 +0.4%
MIM
717
Miller Investment Management
Pennsylvania
$3.03M -$66.7K -400 -2%
PBC
718
Pavion Blue Capital
California
$3M +$25K +150 +0.8%
NSLI
719
Nan Shan Life Insurance
Taiwan
$3M +$3M +18,000 New
ZB
720
Zions Bancorporation
Utah
$2.99M -$1.76M -10,585 -37%
CCMINC
721
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.97M +$10.8K +65 +0.4%
BCV
722
Banque Cantonale Vaudoise
Switzerland
$2.97M -$720K -4,323 -20%
SB
723
Simmons Bank
Arkansas
$2.96M -$444K -2,663 -13%
AC
724
Allstate Corporation
Illinois
$2.96M -$302K -1,813 -9%
EF
725
Exeter Financial
Arizona
$2.96M -$41.7K -250 -1%
27 28
29
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