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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 %
FLPIM
1376
F.L. Putnam Investment Management
Massachusetts
$413K -$666 -4 -0.2%
VCM
1377
Versant Capital Management
Arizona
$411K -$166 -1 -0%
SAM
1378
Strategy Asset Managers
California
$411K +$8.99K +54 +2%
CCM
1379
Coldstream Capital Management
Washington
$411K +$26.7K +160 +7%
FHA
1380
First Horizon Advisors
Tennessee
$409K -$96.6K -581 -19%
TCPWM
1381
Traverso Chambers Private Wealth Management
California
$409K -$40.8K -245 -9%
CCM
1382
Crossvault Capital Management
Texas
$408K – – –
KFA
1383
Krane Funds Advisors
New York
$407K +$407K +2,441 New
MWA
1384
Meridian Wealth Advisors
Texas
$406K +$19.2K +115 +5%
HIIFS
1385
Harel Insurance Investments & Financial Services
Israel
$405K +$405K +2,432 New
QPWM
1386
Quadrant Private Wealth Management
Pennsylvania
$404K -$78.7K -473 -16%
CAM
1387
CenterStar Asset Management
Illinois
$404K – – –
3F
1388
360 Financial
Minnesota
$403K – – –
SPI
1389
Santori & Peters Inc
Pennsylvania
$401K +$401K +2,411 New
FHA
1390
Flagship Harbor Advisors
Massachusetts
$399K -$560K -3,368 -58%
TCBWMS
1391
Texas Capital Bank Wealth Management Services
Texas
$399K -$162K -975 -29%
SAM
1392
SignalPoint Asset Management
Missouri
$399K – – –
NAM
1393
NTV Asset Management
West Virginia
$398K +$3.66K +22 +0.9%
NNP
1394
Nachman Norwood & Parrott
South Carolina
$396K -$2.33K -14 -0.6%
HR
1395
Hayden Royal
North Carolina
$395K -$60.3K -363 -13%
SFSIG
1396
San Francisco Sentry Investment Group
California
$394K -$18.6K -112 -5%
GWM
1397
Gray Wealth Management
Maine
$392K – – –
CAMG
1398
CWA Asset Management Group
Florida
$392K +$392K +2,351 New
CAM
1399
Congress Asset Management
Massachusetts
$391K +$391K +2,347 New
BWM
1400
Baystate Wealth Management
Massachusetts
$387K -$2.5K -15 -0.6%
54 55
56
57 58