UPS icon

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 %
AC
1401
Alexandria Capital
Virginia
$387K +$66.7K +400 +21%
AP
1402
Advisors Preferred
Maryland
$386K +$53.8K +323 +16%
ER
1403
Enlightenment Research
Florida
$383K +$383K +2,300 New
FMBTD
1404
First Midwest Bank Trust Division
Illinois
$382K +$10.5K +63 +3%
GTAM
1405
Global Trust Asset Management
Florida
$381K -$50.2K -300 -12%
GHA
1406
GW Henssler & Associates
Georgia
$381K +$52.8K +317 +16%
SVWAG
1407
Sound View Wealth Advisors Group
Georgia
$379K +$9.01K +54 +2%
SWA
1408
Sutton Wealth Advisors
Florida
$375K +$4.17K +25 +1%
AWM
1409
Absher Wealth Management
North Carolina
$372K -$9.66K -58 -3%
DP
1410
Dearborn Partners
Illinois
$370K -$5.34K -32 -1%
WWM
1411
Windsor Wealth Management
Indiana
$369K -$183K -1,090 -33%
BFA
1412
Beaumont Financial Advisors
Massachusetts
$369K +$36.8K +221 +11%
BDF
1413
Balasa Dinverno & Foltz
$369K +$369K +2,215 New
CPIA
1414
Cornell Pochily Investment Advisors
New York
$368K -$36K -216 -9%
CBN
1415
Cadence Bank NA
Texas
$367K -$17.3K -104 -5%
WRM
1416
Weybosset Research & Management
Rhode Island
$367K +$367K +2,200 New
AMG
1417
Advisors Management Group
Wisconsin
$366K -$3K -18 -0.8%
CGA
1418
Crescent Grove Advisors
Illinois
$366K +$366K +2,198 New
PCIA
1419
Prime Capital Investment Advisors
Kansas
$362K -$281K -1,682 -44%
PFSC
1420
Peoples Financial Services Corp
Pennsylvania
$351K +$8.33K +50 +2%
JHP
1421
James Hambro & Partners
United Kingdom
$350K -$392K -2,350 -53%
BBA
1422
Braun-Bostich & Associates
Pennsylvania
$350K -$359K -2,154 -51%
CT
1423
Cambridge Trust
Massachusetts
$350K -$8K -48 -2%
BHBT
1424
Burke & Herbert Bank & Trust
Virginia
$348K -$1K -6 -0.3%
SWA
1425
SFMG Wealth Advisors
Texas
$348K +$348K +2,091 New
55 56
57
58 59