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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 %
IAMOG
1201
Investors Asset Management of Georgia
Georgia
$693K -$162K -975 -19%
ARMT
1202
Amica Retiree Medical Trust
Rhode Island
$693K – – –
SIC
1203
Samalin Investment Counsel
New York
$691K +$691K +4,145 New
SG
1204
StoneX Group
New York
$688K +$17K +102 +3%
VC
1205
Vicus Capital
Pennsylvania
$684K -$12K -72 -2%
RM
1206
Resource Management
Louisiana
$683K +$94.9K +569 +16%
CC
1207
Chicago Capital
Illinois
$681K – – –
OC
1208
Oakworth Capital
Alabama
$678K -$11.2K -67 -2%
TNB
1209
Thomasville National Bank
Georgia
$670K -$1.35M -8,112 -67%
RI
1210
Ridgewood Investments
New Jersey
$670K -$812K -4,872 -55%
EIM
1211
Essex Investment Management
Massachusetts
$669K +$565K +3,390 +545%
EWA
1212
ERTS Wealth Advisors
Michigan
$668K -$11.3K -68 -2%
P
1213
Pitcairn
Pennsylvania
$668K +$19.5K +117 +3%
SIM
1214
Stratos Investment Management
Ohio
$667K -$55.5K -333 -8%
CPSC
1215
Carl P. Sherr & Co
Massachusetts
$667K -$2.83K -17 -0.4%
BCM
1216
Brasada Capital Management
Texas
$667K +$667K +4,000 New
BPM
1217
Bronson Point Management
Connecticut
$667K +$667K +4,000 New
MWM
1218
Meridian Wealth Management
Kentucky
$663K +$324K +1,945 +95%
DAM
1219
Diamant Asset Management
Connecticut
$662K – – –
MSA
1220
Marino Stram & Associates
Massachusetts
$662K +$58.7K +352 +10%
TMAM
1221
Tokio Marine Asset Management
Japan
$661K +$104K +621 +19%
CW
1222
CreativeOne Wealth
Kansas
$660K -$19.7K -118 -3%
AFWM
1223
AMJ Financial Wealth Management
Virginia
$659K -$245K -1,470 -27%
SAM
1224
S.A. Mason
Michigan
$659K – – –
MWM
1225
Maltin Wealth Management
New Jersey
$653K -$288K -1,725 -31%
47 48
49
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