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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 %
FPFS
1676
First Personal Financial Services
North Carolina
$66K – – –
C
1677
Cerebellum
California
$65K -$47K -283 -42%
MAM
1678
Marquette Asset Management
Minnesota
$65K -$41.7K -250 -39%
BFG
1679
Baron Financial Group
New Jersey
$65K +$65K +390 New
WPA
1680
West Paces Advisors
Georgia
$64.2K -$9.33K -56 -13%
FCB
1681
First Command Bank
Texas
$64K – – –
MIM
1682
Macroview Investment Management
Maryland
$64K – – –
FCFS
1683
First Command Financial Services
Texas
$64K – – –
PMFA
1684
Plante Moran Financial Advisors
Michigan
$61K +$27.5K +164 +82%
PH
1685
Pinnacle Holdings
Oklahoma
$60.3K – – –
RFA
1686
Reilly Financial Advisors
California
$60K – – –
HIM
1687
Hillsdale Investment Management
Ontario, Canada
$60K +$60K +360 New
JFA
1688
JNBA Financial Advisors
Minnesota
$59K -$4.19K -25 -7%
CAL
1689
Capital Advisors Ltd
Ohio
$59K – – –
CHAM
1690
Clear Harbor Asset Management
Connecticut
$59K +$59K +354 New
CIA
1691
Cascade Investment Advisors
Oregon
$58.3K – – –
AP
1692
Arlington Partners
Alabama
$57K – – –
CDIA
1693
Capital Directions Investment Advisors
Georgia
$56K -$19.1K -115 -25%
MRCM
1694
M&R Capital Management
New Jersey
$56K – – –
HFS
1695
HBC Financial Services
Washington
$54K +$20.4K +125 +61%
MA
1696
MCF Advisors
Kentucky
$53K +$28.3K +171 +115%
WEC
1697
Winslow Evans & Crocker
Massachusetts
$52K -$4.44K -27 -8%
MWC
1698
MBM Wealth Consultants
Missouri
$52K – – –
SIA
1699
Sit Investment Associates
Minnesota
$50K +$50K +300 New
CCM
1700
Chiron Capital Management
Florida
$50K +$50K +300 New
66 67
68
69 70