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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 %
CCP
901
Corient Capital Partners
California
$1.78M -$79K -474 -4%
ANTB
902
AMG National Trust Bank
Colorado
$1.78M +$51.6K +310 +3%
VIA
903
Vident Investment Advisory
Georgia
$1.76M +$426K +2,559 +32%
MCM
904
Monarch Capital Management
Indiana
$1.76M – – –
BCM
905
Brookstone Capital Management
Illinois
$1.76M -$3.06M -18,342 -64%
PR
906
Payden & Rygel
California
$1.75M – – –
ONB
907
Old National Bancorp
Indiana
$1.74M -$58.3K -350 -3%
FC
908
Financial Consulate
Maryland
$1.73M -$28.8K -173 -2%
MIH
909
Meitav Investment House
Israel
$1.73M -$701K -4,204 -29%
FVWA
910
Foster Victor Wealth Advisors
South Carolina
$1.73M -$539K -3,233 -24%
BS
911
Banco Santander
Spain
$1.73M +$1.05M +6,326 +157%
DAS
912
Dynamic Advisor Solutions
Arizona
$1.72M +$292K +1,752 +20%
GC
913
Gratus Capital
Georgia
$1.72M -$476K -2,856 -22%
GIA
914
GHP Investment Advisors
Colorado
$1.71M +$51K +306 +3%
CCMW
915
Cypress Capital Management (Wyoming)
Wyoming
$1.71M +$1.71M +9,765 New
Capstone Investment Advisors
916
Capstone Investment Advisors
New York
$1.71M +$1.71M +10,238 New
GWM
917
Geneos Wealth Management
Colorado
$1.7M -$453K -2,731 -21%
FANJ
918
Financial Architects (New Jersey)
New Jersey
$1.7M -$66.5K -399 -4%
TNA
919
True North Advisors
Texas
$1.7M -$1.64M -9,848 -49%
BCM
920
Bluefin Capital Management
New York
$1.69M – – –
LNWWM
921
Laird Norton Wetherby Wealth Management
California
$1.69M -$43K -258 -2%
HIM
922
HawsGoodwin Investment Management
Tennessee
$1.67M +$167 +1 +0%
VNIM
923
Vaughan Nelson Investment Management
Texas
$1.67M – – –
AAIM
924
American Assets Investment Management
California
$1.67M – – –
GF
925
Gabelli Funds
New York
$1.67M +$333K +2,000 +25%
35 36
37
38 39