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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 %
DS
1576
DRW Securities
Illinois
$220K +$220K +1,321 New
CAM
1577
Concorde Asset Management
Michigan
$218K +$218K +1,286 New
AIP
1578
Ahrens Investment Partners
Louisiana
$218K +$218K +1,310 New
PB
1579
Pinnacle Bancorp
Nebraska
$217K -$86.5K -520 -28%
FCCM
1580
First City Capital Management
Georgia
$217K +$217K +1,243 New
VIM
1581
Vista Investment Management
Pennsylvania
$216K +$216K +1,295 New
DJSG
1582
D.J. St. Germain
Massachusetts
$216K +$216K +1,297 New
HFP
1583
Holistic Financial Partners
Indiana
$215K +$215K +1,303 New
LFG
1584
LifePlan Financial Group
Ohio
$214K – – –
JLBC
1585
J.L. Bainbridge & Co
Florida
$214K +$214K +1,284 New
LIA
1586
LBMC Investment Advisors
Tennessee
$214K +$214K +1,285 New
EWF
1587
Epstein & White Financial
California
$213K +$213K +1,265 New
QC
1588
QCM Cayman
Texas
$213K +$213K +1,281 New
TWM
1589
Titus Wealth Management
California
$212K +$212K +1,275 New
WIC
1590
Whitegate Investment Counselors
New Hampshire
$211K -$106K -635 -33%
WA
1591
Waverly Advisors
Alabama
$211K -$4.71K -30 -2%
ECG
1592
Edge Capital Group
Georgia
$211K +$211K +1,268 New
OR
1593
Olympiad Research
Connecticut
$210K +$210K +1,262 New
CHP
1594
Cable Hill Partners
Oregon
$210K +$210K +1,263 New
MG
1595
Mather Group
Illinois
$209K +$209K +1,254 New
AFAS
1596
Acorn Financial Advisory Services
Virginia
$209K +$209K +1,255 New
FPB
1597
First PREMIER Bank
South Dakota
$207K – – –
MMPW
1598
Mitchell McLeod Pugh & Williams
Alabama
$206K +$206K +1,235 New
BCWM
1599
Blue Chip Wealth Management
Florida
$206K +$206K +1,238 New
STB
1600
S&T Bank
Pennsylvania
$205K +$205K +1,226 New
62 63
64
65 66