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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 %
SC
1151
Saturna Capital
Washington
$805K – – –
PI
1152
Pettee Investors
Connecticut
$803K -$16.7K -100 -2%
FFA
1153
Founders Financial Alliance
North Carolina
$802K +$802K +4,741 New
GT
1154
Greenleaf Trust
Michigan
$799K +$70.9K +426 +10%
FNBOSM
1155
First National Bank of South Miami
Florida
$798K -$76.8K -461 -9%
IB
1156
Intrust Bank
Kansas
$798K +$422K +2,534 +112%
HCP
1157
Holt Capital Partners
Texas
$794K – – –
FMTC
1158
Farmers & Merchants Trust Company
California
$792K +$353K +2,120 +81%
WANY
1159
Wealthspire Advisors (New York)
New York
$788K +$25.7K +154 +3%
KA
1160
Kovack Advisors
Florida
$786K -$194K -1,167 -20%
ZIC
1161
ZWJ Investment Counsel
Georgia
$786K -$4.16K -25 -0.5%
WPW
1162
Waldron Private Wealth
Pennsylvania
$785K +$5.66K +34 +0.7%
GFS
1163
GYL Financial Synergies
Connecticut
$784K +$24.5K +147 +3%
EI
1164
Ethic Inc
New York
$784K +$342K +2,055 +78%
AIC
1165
Archer Investment Corporation
Indiana
$775K – – –
IWAG
1166
Integer Wealth Advisors Group
Georgia
$772K – – –
CFG
1167
Cooper Financial Group
California
$772K +$33.5K +201 +5%
TBNY
1168
Trustco Bank (New York)
New York
$771K -$33.3K -200 -4%
AL
1169
Aspiriant LLC
California
$771K +$771K +4,630 New
CAAS
1170
Capital Asset Advisory Services
Michigan
$768K +$91.1K +547 +13%
ACM
1171
AlphaCrest Capital Management
New York
$766K +$766K +4,600 New
V
1172
VeraBank
Texas
$765K – – –
Wolverine Trading
1173
Wolverine Trading
Illinois
$760K -$2.35M -13,931 -76%
TFA
1174
Teamwork Financial Advisors
Texas
$758K -$433K -2,598 -36%
DWM
1175
Dakota Wealth Management
Florida
$756K +$60.8K +365 +9%
45 46
47
48 49