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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
$2.91B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.28B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$802M
4
TCM
Tybourne Capital Management
Hong Kong
$204M
5
BP
BBR Partners
New York
$171M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$328M
2
BlackRock
BlackRock
New York
$7.43B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1.8B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.09B
5
Charles Schwab
Charles Schwab
California
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
1626
CNB Bank
Pennsylvania
$158K -$102K -613 -39%
EDRH
1627
Edmond de Rothschild Holding
Switzerland
$157K – – –
WB
1628
Webster Bank
Connecticut
$155K – – –
SIMG
1629
Stephens Investment Management Group
Texas
$145K – – –
BHWM
1630
Bay Harbor Wealth Management
Maryland
$144K -$268K -1,611 -65%
VRM
1631
Vectors Research Management
New York
$144K -$14.2K -85 -9%
AA
1632
Advisory Alpha
Michigan
$144K +$144K +824 New
SBSB
1633
Sullivan, Bruyette, Speros & Blaney
Virginia
$143K +$143K +858 New
APWM
1634
Atlas Private Wealth Management
New York
$142K +$138K +830 +3,320%
MHR
1635
Matthew Hamilton Rosenberg
$140K – – –
AF
1636
Allworth Financial
California
$135K +$12K +72 +10%
HCM
1637
Highlander Capital Management
New Jersey
$129K -$391K -2,350 -75%
FMP
1638
Financial Management Professionals
Texas
$129K -$13.5K -81 -9%
AIM
1639
Arcadia Investment Management
Michigan
$125K – – –
ED
1640
Exane Derivatives
France
$123K -$15.8K -95 -11%
CFG
1641
Capstone Financial Group
Oklahoma
$122K +$56K +331 +85%
TFM
1642
TFC Financial Management
Massachusetts
$121K +$121K +727 New
SAS
1643
Stelac Advisory Services
New York
$119K +$119K +714 New
MF
1644
Manchester Financial
California
$115K – – –
SIC
1645
Salem Investment Counselors
North Carolina
$115K +$83K +500 +259%
AWM
1646
Atticus Wealth Management
Florida
$113K +$96.2K +577 +571%
IWP
1647
IAG Wealth Partners
Wisconsin
$112K – – –
PS
1648
Planned Solutions
California
$111K +$111K +667 New
Millennium Management
1649
Millennium Management
New York
$103K +$101K +605,055 +4,853%
EWM
1650
Edge Wealth Management
New York
$102K -$99.8K -600 -49%
64 65
66
67 68