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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.

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
1
Fidelity Investments
Massachusetts
$2.91B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.28B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$802M
4
TCM
4
Tybourne Capital Management
Hong Kong
$204M
5
BP
5
BBR Partners
New York
$171M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$328M
2
BlackRock
2
BlackRock
New York
$7.43B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.8B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.09B
5
Charles Schwab
5
Charles Schwab
California
$1.04B
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
$118M 708,387 -70,342 -9%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$112M 673,809 -50,100 -7%
Toronto Dominion Bank
78
Toronto Dominion Bank
Ontario, Canada
$109M 654,650 -231,371 -26%
BCA
79
Biltmore Capital Advisors
New Jersey
$108M 647,455 -177,472 -22%
Mitsubishi UFJ Trust & Banking
80
Mitsubishi UFJ Trust & Banking
Japan
$107M 639,767 -13,925 -2%
US Bancorp
81
US Bancorp
Minnesota
$105M 628,055 +2,305 +0.4%
Canada Life
82
Canada Life
Manitoba, Canada
$103M 617,284 +22,925 +4%
EAM
83
Eagle Asset Management
Florida
$102M 606,365 +8,847 +1%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$102M 611,465 -4,452 -0.7%
MSV
85
MN Services Vermogensbeheer
Netherlands
$102M 610,299 +12,000 +2%
EIP
86
Epoch Investment Partners
New York
$101M 606,136 -115,914 -16%
MAMU
87
Marathon Asset Management (UK)
United Kingdom
$98.4M 590,573 -73,803 -11%
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$97.8M 586,706 -20,687 -3%
EIC
89
Equity Investment Corp
Georgia
$97.6M 586,021 -208,643 -26%
APG Asset Management
90
APG Asset Management
Netherlands
$96.8M 681,446 +153,400 +29%
CSIC
91
Clifford Swan Investment Counsel
California
$96.4M 578,314 -8,496 -1%
Prudential Financial
92
Prudential Financial
New Jersey
$95.7M 574,265 -142,030 -20%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$94.1M 564,903 +204,915 +57%
DC
94
Davenport & Co
Virginia
$93.2M 559,525 -20,320 -4%
LPL Financial
95
LPL Financial
California
$92M 552,377 -73,186 -12%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$89.3M 535,733 +61,175 +13%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$87.8M 526,921 -42,419 -7%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$86.9M 521,237 +376,467 +260%
Baillie Gifford & Co
99
Baillie Gifford & Co
United Kingdom
$84.2M 505,569 +22,107 +5%
ORIO
100
Old Republic International (ORI)
Illinois
$83.2M 499,100 – –
2 3
4
5 6