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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 %
AM
751
Atwater Malick
Pennsylvania
$2.71M +$381K +2,285 +16%
HT
752
Heritage Trust
Oklahoma
$2.71M -$36K -216 -1%
CAM
753
Cypress Asset Management
Texas
$2.7M +$766K +4,597 +40%
FCH
754
Freestone Capital Holdings
Washington
$2.68M +$37.2K +223 +1%
SC
755
Searle & Co
Connecticut
$2.67M – – –
RIM
756
Redpoint Investment Management
Australia
$2.67M -$2.33M -13,974 -47%
SIA
757
SeaBridge Investment Advisors
New Jersey
$2.67M -$2.78M -16,681 -51%
ATC
758
Argent Trust Co
Tennessee
$2.66M -$447K -2,686 -14%
OAM
759
Optimal Asset Management
California
$2.65M +$892K +5,354 +51%
WAM
760
Wakefield Asset Management
Colorado
$2.63M +$2.63M +15,794 New
KC
761
Kingfisher Capital
North Carolina
$2.63M +$158K +951 +6%
BHA
762
Beech Hill Advisors
New York
$2.62M -$2.15M -12,925 -45%
AMIM
763
Aull & Monroe Investment Management
Alabama
$2.62M -$71.7K -430 -3%
PAMG
764
Patton Albertson Miller Group
Tennessee
$2.62M -$182K -1,092 -7%
RPSA
765
Richard P. Slaughter Associates
Texas
$2.61M -$1.74M -10,424 -40%
HH
766
Hilltop Holdings
Texas
$2.6M +$408K +2,449 +19%
Los Angeles Capital Management
767
Los Angeles Capital Management
California
$2.6M +$681K +4,090 +35%
FI
768
Fosun International
China
$2.6M +$2.6M +15,574 New
CM
769
Capital Management
Virginia
$2.59M -$5.19M -31,168 -67%
KFA
770
Kays Financial Advisory
Georgia
$2.58M -$61.1K -367 -2%
LCM
771
Leisure Capital Management
California
$2.58M – – –
BOH
772
Bank of Hawaii
Hawaii
$2.57M +$95.1K +571 +4%
PMG
773
ProVise Management Group
Florida
$2.57M -$136K -814 -5%
TCOK
774
Trust Company of Kansas
Kansas
$2.57M -$3.86M -23,190 -60%
CSM
775
CAMG Solamere Management
North Carolina
$2.56M – – –
29 30
31
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