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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 %
KM
1476
Kalos Management
Georgia
$306K +$306K +1,833 New
RE
1477
RBC Europe
United Kingdom
$305K -$10K -60 -3%
Credit Agricole
1478
Credit Agricole
France
$300K +$300K +1,800 New
QCM
1479
Quantinno Capital Management
New York
$298K +$298K +1,791 New
BCM
1480
Boltwood Capital Management
California
$296K -$66.7K -400 -18%
WA
1481
WESPAC Advisors
California
$296K +$296K +1,778 New
LA
1482
LVW Advisors
New York
$295K -$259K -1,558 -47%
MCM
1483
Maryland Capital Management
Maryland
$295K -$95.8K -575 -25%
PA
1484
Procyon Advisors
Connecticut
$294K -$32.5K -195 -10%
WSCM
1485
Wellington Shields Capital Management
New York
$294K +$294K +1,762 New
IAS
1486
Investment Advisory Services
Texas
$294K +$294K +1,767 New
PWMAG
1487
Pinnacle Wealth Management Advisory Group
New Jersey
$293K +$293K +1,758 New
CQS
1488
Credential Qtrade Securities
$292K +$292K +1,750 New
VVP
1489
Venture Visionary Partners
Ohio
$291K +$291K +1,751 New
GI
1490
Gradient Investments
Minnesota
$290K -$92.5K -556 -24%
RWM
1491
Ritholtz Wealth Management
New York
$289K +$289K +1,735 New
SIA
1492
Strategic Investment Advisors
Michigan
$287K -$309K -1,856 -52%
TIA
1493
Tiemann Investment Advisors
California
$287K +$287K +1,725 New
BFA
1494
Bragg Financial Advisors
North Carolina
$287K +$287K +1,725 New
MFG
1495
MidWestOne Financial Group
Iowa
$287K +$287K +1,725 New
BOPW
1496
Brandywine Oak Private Wealth
Pennsylvania
$286K -$22.8K -137 -7%
GCM
1497
Gladius Capital Management
Illinois
$286K +$286K +1,714 New
CG
1498
Corundum Group
Colorado
$286K +$286K +1,716 New
HCA
1499
Harbour Capital Advisors
Virginia
$285K +$285K +1,709 New
BMC
1500
Beaton Management Company
Massachusetts
$284K +$284K +1,703 New
58 59
60
61 62