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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 %
HFM
1026
Hartford Financial Management
Connecticut
$1.17M – – –
PGAM
1027
Princeton Global Asset Management
New Jersey
$1.16M +$1.13M +6,790 +3,772%
SBWM
1028
Sunflower Bank Wealth Management
Arizona
$1.16M -$366K -2,195 -24%
EA
1029
Ellsworth Advisors
Ohio
$1.16M -$10K -60 -0.9%
PFO
1030
Pathstone Family Office
New Jersey
$1.15M +$29.3K +176 +3%
MSFP
1031
Mark Sheptoff Financial Planning
Connecticut
$1.15M +$900K +5,400 +354%
CFIA
1032
Cantor Fitzgerald Investment Advisors
New York
$1.15M – – –
PWW
1033
Pettyjohn Wood & White
Virginia
$1.15M -$40K -240 -3%
ACM
1034
Ativo Capital Management
Illinois
$1.15M +$1.15M +6,901 New
WIA
1035
Wealthstreet Investment Advisors
Texas
$1.15M +$79.1K +475 +7%
LA
1036
Legacy Advisors
Pennsylvania
$1.15M +$55.7K +334 +5%
WAM
1037
Wolverine Asset Management
Illinois
$1.15M +$1.13M +6,808 +10,012%
NG
1038
Northstar Group
New York
$1.14M +$167 +1 +0%
WAM
1039
Wealthspire Advisors (Maryland)
Maryland
$1.13M -$271K -1,626 -19%
ICM
1040
IMS Capital Management
Oregon
$1.13M -$20.7K -124 -2%
SYBT
1041
Stock Yards Bank & Trust
Kentucky
$1.13M -$7.5K -45 -0.7%
PCM
1042
Parsons Capital Management
Rhode Island
$1.13M -$1.83K -11 -0.2%
PWS
1043
Private Wealth Strategies
Ohio
$1.12M +$7K +42 +0.6%
RAM
1044
Redmond Asset Management
Virginia
$1.12M -$21K -126 -2%
TIA
1045
Trust Investment Advisors
Indiana
$1.11M -$4.17K -25 -0.4%
BG
1046
Bollard Group
Massachusetts
$1.1M – – –
BCMO
1047
Buckingham Capital Management (Ohio)
Ohio
$1.1M -$79.3K -476 -7%
NPT
1048
Nixon Peabody Trust
Massachusetts
$1.1M – – –
UBV
1049
United Bank (Virginia)
Virginia
$1.1M -$66.2K -397 -6%
GIA
1050
Gladstone Institutional Advisory
Florida
$1.1M +$32.5K +195 +3%
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42
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