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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 %
SWM
776
Sculati Wealth Management
Michigan
$2.56M +$10.2K +61 +0.4%
SIC
777
Shoker Investment Counsel
Ohio
$2.56M -$1.83K -11 -0.1%
IBOK
778
Independence Bank of Kentucky
Kentucky
$2.56M -$424K -2,547 -14%
AIS
779
AM Investment Strategies
Tennessee
$2.54M +$2.54M +15,267 New
TNB
780
TCF National Bank
South Dakota
$2.53M +$354K +2,126 +16%
CA
781
Cetera Advisors
Colorado
$2.52M -$111K -664 -4%
BWP
782
Bernardo Wealth Planning
Pennsylvania
$2.51M -$333 -2 -0%
BE
783
Bonness Enterprises
District of Columbia
$2.51M – – –
HI
784
Human Investing
Oregon
$2.51M +$808K +4,851 +48%
HP
785
Harvey Partners
New York
$2.5M – – –
ACM
786
Alight Capital Management
New York
$2.5M +$2.5M +15,000 New
DTL
787
Dynamic Technology Lab
Singapore
$2.49M +$2.49M +14,952 New
TCOT
788
Trust Company of Toledo
Ohio
$2.49M -$12.7K -76 -0.5%
NRS
789
Neville Rodie & Shaw
New York
$2.49M -$2.5K -15 -0.1%
DIA
790
Dean Investment Associates
Ohio
$2.48M -$1.48M -8,854 -37%
OIA
791
Optimum Investment Advisors
Illinois
$2.48M -$200K -1,198 -7%
RT
792
Rockland Trust
Massachusetts
$2.48M -$218K -1,307 -8%
CRIG
793
Charter Research & Investment Group
Connecticut
$2.47M -$937K -5,625 -27%
PIMG
794
Patriot Investment Management Group
Tennessee
$2.46M +$7.66K +46 +0.3%
SW
795
SkyOak Wealth
Michigan
$2.46M -$199K -1,192 -7%
AFS
796
Access Financial Services
Minnesota
$2.46M -$670K -4,023 -21%
PFA
797
Pure Financial Advisors
California
$2.45M – – –
VI
798
Vestcor Inc
New Brunswick, Canada
$2.44M -$76K -456 -3%
SFA
799
Sequoia Financial Advisors
Ohio
$2.42M +$50.2K +301 +2%
CRCM
800
Crystal Rock Capital Management
Illinois
$2.42M +$2.42M +14,530 New
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