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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 %
KPCM
1426
Kings Point Capital Management
New York
$347K +$122K +735 +54%
LCM
1427
LVM Capital Management
Michigan
$345K +$1.66K +10 +0.5%
VCP
1428
Vista Capital Partners
Oregon
$343K – – –
AIIMS
1429
Analyst IMS Investment Management Services
Israel
$342K -$263K -1,576 -43%
RG
1430
Rikoon Group
New Mexico
$341K – – –
SAG
1431
Spotlight Asset Group
Illinois
$339K +$2.5K +15 +0.7%
SWIG
1432
Strategic Wealth Investment Group
Kentucky
$339K +$339K +2,034 New
ST
1433
Smithfield Trust
Pennsylvania
$338K -$12.5K -75 -4%
ATC
1434
Adirondack Trust Company
New York
$338K -$8.32K -50 -2%
CPIG
1435
Chicago Partners Investment Group
Illinois
$337K -$43K -263 -11%
SFA
1436
Stewardship Financial Advisors
Georgia
$335K – – –
PCP
1437
Proficio Capital Partners
Massachusetts
$335K +$34.6K +208 +12%
WJWM
1438
Williams Jones Wealth Management
New York
$334K -$143K -860 -30%
CYG
1439
Clean Yield Group
Vermont
$334K +$7.67K +46 +2%
PCC
1440
Park Circle Company
Maryland
$333K – – –
DBIA
1441
Dumont & Blake Investment Advisors
New Jersey
$333K +$20.2K +121 +6%
RP
1442
Rice Partnership
Hawaii
$333K +$333K +2,000 New
GFP
1443
Gryphon Financial Partners
Ohio
$333K +$333K +2,001 New
DA
1444
Detalus Advisors
Missouri
$332K -$149K -893 -31%
DIA
1445
Dana Investment Advisors
Wisconsin
$332K +$332K +1,990 New
LSPW
1446
Lake Street Private Wealth
Illinois
$331K +$3.33K +20 +1%
AB
1447
Atlas Brown
Kentucky
$331K +$8.99K +54 +3%
Financial Engines Advisors
1448
Financial Engines Advisors
California
$329K +$329K +1,976 New
RPWA
1449
Regent Peak Wealth Advisors
Georgia
$328K +$27.5K +165 +9%
SIG
1450
Sargent Investment Group
Maryland
$325K +$325K +1,948 New
56 57
58
59 60