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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 %
AF
951
Advisornet Financial
Minnesota
$1.51M +$731K +4,385 +94%
FUBT
952
First United Bank & Trust
Maryland
$1.51M -$50K -300 -3%
CSPIA
953
Cary Street Partners Investment Advisory
Virginia
$1.5M +$1.5M +9,006 New
VCM
954
Virtue Capital Management
Tennessee
$1.5M +$272K +1,632 +22%
GSC
955
G&S Capital
Colorado
$1.49M -$1.46M -8,775 -50%
CF
956
Centaurus Financial
California
$1.48M -$882K -5,291 -37%
WI
957
WrapManager Inc
California
$1.48M -$1.02M -6,091 -41%
CCG
958
Cypress Capital Group
Florida
$1.48M -$120K -721 -8%
RMAM
959
Raab & Moskowitz Asset Management
New Jersey
$1.48M -$86.6K -520 -6%
1SB
960
1ST Source Bank
Indiana
$1.46M -$116K -697 -7%
SIA
961
Soltis Investment Advisors
Utah
$1.45M -$11.8K -71 -0.8%
DIP
962
DT Investment Partners
Pennsylvania
$1.45M -$301K -1,805 -17%
BAM
963
Belpointe Asset Management
Nevada
$1.44M -$310K -1,861 -18%
CL
964
CPWM LLC
Washington
$1.44M +$1.83K +11 +0.1%
NFG
965
Next Financial Group
Texas
$1.44M +$309K +1,856 +27%
BC
966
Brookfield Corp
Ontario, Canada
$1.44M +$1.44M +8,618 New
Carson Wealth (CWM LLC)
967
Carson Wealth (CWM LLC)
Nebraska
$1.44M – – –
NEIRG
968
New England Investment & Retirement Group
Massachusetts
$1.43M +$1.43M +8,591 New
DF
969
Donoghue Forlines
Massachusetts
$1.43M +$1.43M +8,594 New
SBA
970
Secrest Blakey & Associates
North Carolina
$1.42M -$34.6K -208 -2%
IA
971
Icon Advisers
Colorado
$1.42M +$1.12M +6,700 +372%
GCA
972
Guardian Capital Advisors
Ontario, Canada
$1.41M -$32.3K -185 -2%
AA
973
Ancora Advisors
Ohio
$1.41M -$280K -1,681 -17%
KFGK
974
Keystone Financial Group (Kentucky)
Kentucky
$1.41M -$89.6K -538 -6%
MCM
975
Mork Capital Management
California
$1.4M – – –
37 38
39
40 41