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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 %
PFBT
1326
Parkside Financial Bank & Trust
Missouri
$485K +$162K +973 +50%
NFG
1327
Nations Financial Group
Iowa
$483K -$702K -4,211 -59%
TFO
1328
Tarbox Family Office
California
$481K -$57.7K -346 -11%
AssetMark Inc
1329
AssetMark Inc
California
$481K +$58.8K +353 +14%
GHAM
1330
Gilman Hill Asset Management
Connecticut
$479K -$54.1K -325 -10%
LWCFA
1331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$479K – – –
TC
1332
Trust Company
Kansas
$478K -$58K -348 -11%
FDS
1333
First Dallas Securities
Texas
$475K +$475K +2,850 New
LSAG
1334
Lake Street Advisors Group
New Hampshire
$474K +$38.8K +233 +9%
BCA
1335
Berman Capital Advisors
Georgia
$473K +$294K +1,769 +165%
EWM
1336
EPG Wealth Management
Georgia
$472K +$66K +396 +16%
RCA
1337
Ranch Capital Advisors
Florida
$471K -$34.8K -209 -7%
SWM
1338
Segment Wealth Management
Texas
$471K +$167 +1 +0%
IMRF
1339
Illinois Municipal Retirement Fund
Illinois
$470K +$470K +2,822 New
BCA
1340
Bay Colony Advisors
Massachusetts
$469K -$8.01K -48 -2%
VI
1341
Versor Investments
New York
$467K +$467K +2,800 New
Arrowstreet Capital
1342
Arrowstreet Capital
Massachusetts
$467K +$467K +2,800 New
BCM
1343
Barometer Capital Management
Ontario, Canada
$467K +$467K +2,800 New
HPC
1344
Hobart Private Capital
North Carolina
$466K -$1.12M -6,748 -71%
RFN
1345
RDA Financial Network
Iowa
$466K -$10.8K -65 -2%
CIC
1346
Chase Investment Counsel
Virginia
$464K -$18.5K -111 -4%
WSTAM
1347
Wilbanks Smith & Thomas Asset Management
Virginia
$463K -$20.2K -121 -4%
CFFP
1348
Center for Financial Planning
Michigan
$460K +$9.16K +55 +2%
CFS
1349
Cannon Financial Strategists
Georgia
$456K – – –
NP
1350
NorthRock Partners
Minnesota
$455K -$131K -787 -22%
52 53
54
55 56