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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 %
PL
1101
Perpetual Ltd
Australia
$945K +$93.3K +560 +11%
ODCM
1102
Old Dominion Capital Management
Virginia
$942K +$116K +699 +14%
CBB
1103
Citizens Business Bank
California
$937K -$850K -5,100 -48%
LC
1104
LCNB Corp
Ohio
$936K -$9.5K -57 -1%
HW
1105
Hancock Whitney
Mississippi
$935K +$490K +2,937 +110%
ESBC
1106
E.S. Barr & Co
Kentucky
$933K -$92.6K -556 -9%
HCM
1107
Hudson Capital Management
New Jersey
$928K -$583K -3,500 -39%
Loomis, Sayles & Company
1108
Loomis, Sayles & Company
Massachusetts
$919K +$880K +5,278 +2,265%
VFPI
1109
Vantage Financial Partners (Illinois)
Illinois
$916K – – –
MSS
1110
Mitchell Sinkler & Starr
Pennsylvania
$915K – – –
AA
1111
Argent Advisors
Louisiana
$911K +$22K +132 +2%
GBT
1112
Grove Bank & Trust
Florida
$910K -$383K -2,298 -30%
HFM
1113
Harvest Fund Management
China
$910K +$843K +4,985 +1,253%
WFM
1114
Wolff Financial Management
Michigan
$908K -$4.83K -29 -0.5%
CTA
1115
Colonial Trust Advisors
South Carolina
$903K – – –
EGM
1116
Engineers Gate Manager
New York
$900K +$900K +5,400 New
SCM
1117
Southport Capital Management
Tennessee
$897K -$1.97M -11,819 -69%
IP
1118
Intellectus Partners
California
$897K -$771K -4,631 -46%
AF
1119
AMG Funds
Connecticut
$895K -$30.8K -185 -3%
PFWA
1120
Paces Ferry Wealth Advisors
Georgia
$894K +$894K +5,363 New
JIC
1121
Johnson Investment Counsel
Ohio
$882K -$119K -712 -12%
CIS
1122
Connors Investor Services
Pennsylvania
$880K -$16.7K -100 -2%
CCM
1123
Cox Capital Management
Massachusetts
$877K -$990K -5,943 -53%
IA
1124
IndexIQ Advisors
New York
$876K +$528K +3,170 +152%
CDH
1125
Charles D. Hyman
$873K – – –
43 44
45
46 47