UPS icon

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 %
SP
976
Symmetry Partners
Connecticut
$1.4M +$1.4M +8,391 New
SDAM
977
Shulman DeMeo Asset Management
New York
$1.39M -$31.5K -189 -2%
DI
978
DAGCO Inc
Ohio
$1.39M -$74.7K -448 -5%
MA
979
Modus Advisors
Minnesota
$1.39M +$137K +820 +11%
DPIM
980
Duff & Phelps Investment Management
Illinois
$1.39M +$50K +300 +4%
DAC
981
Dividend Assets Capital
South Carolina
$1.38M -$270K -1,620 -16%
VWM
982
Venturi Wealth Management
Texas
$1.37M -$1.38M -8,288 -50%
BIA
983
Bigelow Investment Advisors
Maine
$1.37M +$3K +18 +0.2%
CA
984
Clearstead Advisors
Ohio
$1.37M -$42.3K -254 -3%
FFBTD
985
First Financial Bank - Trust Division
Ohio
$1.36M -$104K -627 -7%
CC
986
Cipher Capital
New York
$1.35M +$1.35M +8,128 New
HWM
987
Hohimer Wealth Management
Washington
$1.35M -$118K -683 -8%
LFAS
988
Level Four Advisory Services
Texas
$1.34M -$168K -1,006 -11%
AWM
989
Aevitas Wealth Management
Massachusetts
$1.34M -$22.7K -136 -2%
SWP
990
Strategic Wealth Partners
Ohio
$1.34M -$138K -829 -9%
BWP
991
Baldwin Wealth Partners
Massachusetts
$1.33M – – –
SACTSONJ
992
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.33M – – –
SNT
993
Security National Trust
West Virginia
$1.33M +$252K +1,510 +23%
ACWM
994
Adams Chetwood Wealth Management
North Carolina
$1.33M -$11.3K -68 -0.8%
SIP
995
Stoneridge Investment Partners
Pennsylvania
$1.31M -$2.83M -16,979 -68%
LC
996
Lincoln Capital
Nebraska
$1.31M -$6.5K -39 -0.5%
BC
997
Burleson & Co
California
$1.31M +$671 +4 +0.1%
TCM
998
Tradewinds Capital Management
Washington
$1.3M -$667K -3,999 -34%
MA
999
Mutual Advisors
Nebraska
$1.3M -$256K -1,537 -16%
EWM
1000
Empirical Wealth Management
Washington
$1.29M -$189K -1,134 -13%
38 39
40
41 42