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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 %
CAS
1301
Cascadia Advisory Services
Oregon
$522K +$522K +3,134 New
RWA
1302
Ropes Wealth Advisors
Massachusetts
$518K +$167 +1 +0%
WSC
1303
Wellington Shields & Co
New York
$517K -$971K -5,831 -65%
ESB
1304
Essex Savings Bank
Connecticut
$517K +$18.3K +110 +4%
LWM
1305
Lyell Wealth Management
California
$516K +$1.83K +11 +0.4%
DC
1306
DeDora Capital
California
$515K +$26.5K +159 +5%
RBFC
1307
Roman Butler Fullerton & Co
Missouri
$515K +$515K +3,092 New
PWAP
1308
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$513K +$499 +3 +0.1%
CS
1309
Capital Square
Tennessee
$513K +$2.66K +16 +0.5%
CA
1310
Claro Advisors
Massachusetts
$512K -$32.7K -196 -6%
KPW
1311
Kore Private Wealth
New York
$507K -$45.6K -274 -8%
YMRC
1312
Yorktown Management & Research Company
Virginia
$507K -$43.4K -260 -8%
AWA
1313
Arete Wealth Advisors
Illinois
$507K -$37.2K -222 -7%
EGA
1314
E&G Advisors
Texas
$507K +$7.33K +44 +1%
MJRIC
1315
Mogy Joel R Investment Counsel
California
$500K – – –
JWM
1316
Jeppson Wealth Management
California
$498K +$498K +2,989 New
FCMC
1317
Founders Capital Management (Connecticut)
Connecticut
$496K – – –
ETC
1318
Exchange Traded Concepts
Oklahoma
$495K -$5.88M -35,283 -92%
FA
1319
FCG Advisors
New Jersey
$494K +$57.6K +346 +13%
FMB
1320
Field & Main Bank
Kentucky
$493K +$38.3K +230 +8%
MBT
1321
Montecito Bank & Trust
California
$491K -$46.8K -281 -9%
WAM
1322
Weatherly Asset Management
California
$491K -$19.8K -119 -4%
UC
1323
Unio Capital
New Jersey
$490K -$47.7K -277 -9%
AFP
1324
Ausdal Financial Partners
Iowa
$490K +$43.7K +262 +10%
CF
1325
Corrigan Financial
Rhode Island
$486K – – –
51 52
53
54 55