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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 %
SAM
1276
Summit Asset Management
Tennessee
$557K +$13.5K +81 +2%
SP
1277
Successful Portfolios
Florida
$556K – – –
RHFI
1278
Reilly Herbert Faulkner III
$553K -$147K -880 -21%
B
1279
Bailard
California
$553K -$40.3K -242 -7%
LFA
1280
Legacy Financial Advisors
Kentucky
$553K +$553K +3,318 New
B
1281
Brightworth
Georgia
$552K +$65.1K +391 +13%
RWA
1282
Redhawk Wealth Advisors
Minnesota
$552K +$552K +3,315 New
PWP
1283
Principle Wealth Partners
Connecticut
$551K -$54.1K -325 -9%
KWMG
1284
King Wealth Management Group
Florida
$551K +$167 +1 +0%
ALAM
1285
Asahi Life Asset Management
Japan
$547K +$547K +3,280 New
DFA
1286
Delta Financial Advisors
Louisiana
$542K -$8.84K -53 -2%
NC
1287
NovaPoint Capital
Georgia
$541K +$9.83K +59 +2%
NB
1288
Nicolet Bankshares
Wisconsin
$540K -$15.8K -95 -3%
FA
1289
FMA Advisory
Pennsylvania
$540K +$27K +162 +5%
RCAG
1290
Rehmann Capital Advisory Group
Michigan
$540K -$103K -616 -16%
ITIM
1291
Indiana Trust & Investment Management
Indiana
$537K -$33.4K -200 -6%
FCFC
1292
First Commonwealth Financial Corp
Pennsylvania
$537K – – –
LWM
1293
Liberty Wealth Management
California
$535K +$113K +680 +27%
VWA
1294
V Wealth Advisors
Kansas
$534K -$898K -5,382 -63%
VAM
1295
Verity Asset Management
North Carolina
$534K -$315K -1,889 -37%
FMLI
1296
Fukoku Mutual Life Insurance
Japan
$533K – – –
AIM
1297
AIA Investment Management
Singapore
$533K +$533K +3,200 New
CWG
1298
Cornerstone Wealth Group
North Carolina
$532K -$130K -780 -20%
CBTWT
1299
Community Bank & Trust (Waco, Texas)
Texas
$532K +$532K +3,194 New
CAGAS
1300
Capital Advisory Group Advisory Services
Minnesota
$527K +$3.17K +19 +0.6%
50 51
52
53 54