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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 %
SFG
1001
SevenBridge Financial Group
Pennsylvania
$1.29M -$22.8K -137 -2%
CCMG
1002
Clark Capital Management Group
Pennsylvania
$1.28M -$91.6K -550 -7%
RIA
1003
Realta Investment Advisors
Delaware
$1.27M +$604K +3,625 +90%
RB
1004
Rodgers Brothers
Pennsylvania
$1.27M -$218K -1,306 -15%
CS
1005
Cannell & Spears
New York
$1.27M +$20.8K +125 +2%
MC
1006
Maverick Capital
Texas
$1.25M +$1.25M +7,514 New
KFP
1007
KMG Fiduciary Partners
Ohio
$1.25M +$1.25M +7,487 New
AIA
1008
AIMZ Investment Advisors
California
$1.25M -$100K -600 -7%
EIA
1009
Eldridge Investment Advisors
New Hampshire
$1.22M +$500 +3 +0%
LCM
1010
Logan Capital Management
Pennsylvania
$1.22M -$93.4K -561 -7%
TPWA
1011
TRUE Private Wealth Advisors
Oregon
$1.22M +$66K +396 +6%
AIM
1012
Aigen Investment Management
New York
$1.21M +$1.21M +7,282 New
BWAM
1013
Boyd Watterson Asset Management
Ohio
$1.21M +$333K +2,000 +38%
CCA
1014
Checchi Capital Advisers
California
$1.2M -$32.3K -194 -3%
DI
1015
Diligent Investors
California
$1.2M -$33.2K -199 -3%
MA
1016
Montag & Associates
Georgia
$1.2M +$192K +1,150 +19%
PAS
1017
Park Avenue Securities
New York
$1.19M +$35.2K +211 +3%
BOTW
1018
Bank of the West
California
$1.19M -$473K -2,838 -29%
TSWM
1019
Triangle Securities Wealth Management
North Carolina
$1.18M -$98.3K -590 -8%
GRP
1020
Global Retirement Partners
California
$1.18M +$4.17K +25 +0.4%
FI
1021
FormulaFolio Investments
Michigan
$1.18M -$3.18M -19,078 -73%
CCP
1022
Cardan Capital Partners
Colorado
$1.18M +$55K +330 +5%
TTWM
1023
TCV Trust & Wealth Management
Virginia
$1.18M +$50K +300 +4%
MFG
1024
Merit Financial Group
Georgia
$1.17M -$83.8K -503 -7%
SKK
1025
Shepherd Kaplan Krochuk
Massachusetts
$1.17M -$583K -3,501 -33%
39 40
41
42 43