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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 %
SL
1226
Stevard LLC
Illinois
$651K -$185K -1,110 -22%
GEA
1227
Glen Eagle Advisors
New Jersey
$651K +$10K +60 +2%
PK
1228
Pflug Koory
Nebraska
$648K – – –
CC
1229
Cornerstone Capital
California
$647K -$183K -1,100 -22%
FG
1230
Fiduciary Group
Georgia
$643K -$46.7K -280 -7%
FIM
1231
Freedom Investment Management
Connecticut
$641K -$180K -1,078 -22%
MCCP
1232
Mission Creek Capital Partners
California
$641K -$7.17K -43 -1%
BDWM
1233
Brewin Dolphin Wealth Management
Ireland
$637K – – –
CNFG
1234
Creegan & Nassoura Financial Group
New Hampshire
$637K -$55.8K -335 -8%
CIA
1235
CSat Investment Advisory
Michigan
$636K -$1.48M -8,908 -70%
MIG
1236
McGuire Investment Group
Rhode Island
$635K +$4.16K +25 +0.7%
BEAM
1237
Baker Ellis Asset Management
Washington
$635K +$25K +150 +4%
PCM
1238
Prelude Capital Management
New York
$634K +$634K +3,804 New
TI
1239
Tidal Investments
Wisconsin
$632K +$286K +1,716 +83%
CAG
1240
Csenge Advisory Group
Florida
$627K -$93.3K -551 -13%
VNA
1241
Valley National Advisers
Pennsylvania
$624K -$795K -4,771 -56%
SW
1242
SteelPeak Wealth
California
$623K +$623K +3,740 New
FLI
1243
Family Legacy Inc
South Carolina
$622K -$3.33K -20 -0.5%
SRC
1244
Shufro Rose & Co
New York
$621K -$333K -2,000 -35%
LFA
1245
Landmark Financial Advisors
Kentucky
$614K -$10.8K -64 -2%
DTC
1246
Davidson Trust Company
Washington
$614K – – –
MMHP
1247
Murphy Middleton Hinkle & Parker
Georgia
$613K -$43.4K -260 -7%
NA
1248
Navellier & Associates
Nevada
$613K +$613K +3,680 New
SLF
1249
Sun Life Financial
Ontario, Canada
$609K -$983K -5,903 -62%
UF
1250
Univest Financial
Pennsylvania
$608K -$296K -1,773 -33%
48 49
50
51 52