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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 %
WWM
1351
Western Wealth Management
Colorado
$455K -$66.6K -399 -13%
DFG
1352
Demars Financial Group
Washington
$455K – – –
CWM
1353
Cabot Wealth Management
Massachusetts
$454K -$94.7K -568 -17%
FAM
1354
Formidable Asset Management
Ohio
$454K – – –
RCM
1355
RB Capital Management
Nevada
$451K -$8.45K -50 -2%
ABTD
1356
Arvest Bank Trust Division
Oklahoma
$451K +$27.5K +165 +6%
NVCHI
1357
New Vernon Capital Holdings II
New Jersey
$450K +$450K +2,702 New
AWM
1358
Avior Wealth Management
Nebraska
$448K -$494K -2,979 -52%
RCA
1359
Reitz Capital Advisors
Michigan
$447K -$217K -1,303 -33%
LNB
1360
Ledyard National Bank
$442K -$8.34K -50 -2%
JAM
1361
Jupiter Asset Management
United Kingdom
$441K +$441K +2,646 New
PC
1362
Peavine Capital
Nevada
$433K – – –
DDC
1363
DF Dent & Co
Maryland
$432K +$33.3K +200 +8%
MWM
1364
Mattern Wealth Management
Kansas
$431K – – –
W
1365
WealthStone
Ohio
$430K -$940K -5,636 -69%
MWM
1366
Mission Wealth Management
California
$429K +$5.83K +35 +1%
HPWM
1367
Highland Private Wealth Management
Washington
$429K +$25K +150 +6%
QCG
1368
Quadrant Capital Group
Ohio
$429K +$98.9K +594 +30%
CCM
1369
Cribstone Capital Management
Maine
$426K -$301K -1,806 -41%
AFM
1370
Andesa Financial Management
Pennsylvania
$425K +$14.5K +87 +4%
MGIM
1371
M&G Investment Management
United Kingdom
$424K – – –
OIA
1372
OneDigital Investment Advisors
Kansas
$421K -$213K -1,278 -34%
RIM
1373
Rampart Investment Management
Connecticut
$418K -$443K -2,659 -51%
FBC
1374
Fairfield, Bush & Co
Connecticut
$417K – – –
PSP
1375
Principal Street Partners
Tennessee
$414K +$69.1K +414 +20%
53 54
55
56 57