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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 %
SCA
1451
Stuart Chaussee & Associates
California
$324K – – –
SAM
1452
Secure Asset Management
Michigan
$323K -$10.3K -62 -3%
CIP
1453
Convergence Investment Partners
Florida
$323K -$667 -4 -0.2%
NEAM
1454
New England Asset Management
Connecticut
$323K – – –
PPSG
1455
Princeton Portfolio Strategies Group
New Jersey
$322K -$58.2K -350 -15%
LB
1456
Legacy Bridge
Iowa
$322K -$9.32K -56 -3%
BFA
1457
Benedict Financial Advisors
Georgia
$322K -$2K -12 -0.6%
AWM
1458
Aries Wealth Management
Maine
$322K +$10.8K +65 +3%
WP
1459
WealthShield Partners
North Carolina
$321K -$27.7K -166 -8%
MCM
1460
McRae Capital Management
New Jersey
$321K +$501 +3 +0.2%
AFA
1461
Atlanta Financial Associates
Georgia
$320K +$17.3K +104 +6%
XM
1462
XTX Markets
New York
$320K +$320K +1,920 New
BCA
1463
Bray Capital Advisors
Florida
$319K +$834 +5 +0.3%
BBA
1464
BLB&B Advisors
Pennsylvania
$317K -$36.1K -217 -10%
TI
1465
Truehand Inc
New Hampshire
$317K – – –
PFA
1466
Pinnacle Family Advisors
Missouri
$316K +$1.17K +7 +0.4%
SCA
1467
STALEY CAPITAL ADVISERS
Pennsylvania
$313K – – –
Walleye Capital
1468
Walleye Capital
New York
$312K +$312K +1,870 New
SWM
1469
Sugarloaf Wealth Management
Georgia
$311K -$16.2K -97 -5%
FFG
1470
Frisch Financial Group
New York
$311K +$2K +12 +0.6%
PAS
1471
Partnervest Advisory Services
California
$310K -$86K -516 -22%
AW
1472
Alpha Windward
Massachusetts
$310K +$22K +132 +8%
APW
1473
Aurora Private Wealth
New Jersey
$310K +$310K +1,860 New
TA
1474
Tiedemann Advisors
New York
$310K +$310K +1,866 New
PRWA
1475
Platte River Wealth Advisors
Colorado
$308K -$43.3K -260 -12%
57 58
59
60 61