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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 %
EH
1076
Equitable Holdings
New York
$1.01M -$368K -2,207 -27%
EHWM
1077
Eads & Heald Wealth Management
Georgia
$1.01M -$496K -2,976 -33%
VPIM
1078
Vanguard Personalized Indexing Management
California
$1.01M +$486K +2,918 +93%
SAA
1079
Southeast Asset Advisors
Georgia
$1.01M -$2.5K -15 -0.2%
WQ
1080
Wealth Quarterback
New Jersey
$1M – – –
CTI
1081
Community Trust & Investment
Kentucky
$1M -$29.5K -177 -3%
TA
1082
TFG Advisers
Michigan
$1M +$61.6K +370 +7%
TC
1083
Toews Corporation
New Jersey
$1M +$1M +6,000 New
NB
1084
NBT Bank
New York
$992K -$15K -90 -1%
SFSG
1085
Stearns Financial Services Group
North Carolina
$991K -$465K -2,792 -32%
LOAMS
1086
Lombard Odier Asset Management (Switzerland)
Switzerland
$991K +$991K +5,949 New
MAFM
1087
Mid Atlantic Financial Management
Pennsylvania
$981K +$18.8K +115 +2%
EF
1088
Empirical Finance
Pennsylvania
$980K +$212K +1,269 +28%
WWM
1089
WT Wealth Management
Arizona
$973K -$2.17K -13 -0.2%
YWP
1090
YorkBridge Wealth Partners
New York
$972K -$83K -498 -8%
FWM
1091
Frontier Wealth Management
Missouri
$971K – – –
LCM
1092
Landscape Capital Management
New Jersey
$968K -$13.5M -80,739 -93%
RIM
1093
Regent Investment Management
Kentucky
$966K +$25K +150 +3%
LWM
1094
Loveless Wealth Management
Montana
$966K +$40K +240 +4%
QCM
1095
Quest Capital Management
Texas
$960K -$447K -2,684 -32%
GG
1096
Gleason Group
Kentucky
$957K +$6K +36 +0.6%
FAIM
1097
Financial Advocates Investment Management
Washington
$957K +$151K +897 +19%
WA
1098
Wealth Alliance
New York
$950K -$412K -2,476 -30%
KF
1099
Krilogy Financial
Missouri
$950K -$40.5K -243 -4%
AC
1100
Abbrea Capital
California
$950K -$21K -126 -2%
42 43
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