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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 %
APWA
1701
Atlas Private Wealth Advisors
New Jersey
$48K – – –
BWM
1702
BerganKDV Wealth Management
Minnesota
$45K +$662 +4 +1%
EI
1703
Ellevest Inc
New York
$44K -$5.62K -34 -11%
FP
1704
Financial Perspectives
Minnesota
$42.2K – – –
HFA
1705
HC Financial Advisors
California
$41K -$4.18K -25 -9%
JSC
1706
Jackson Square Capital
California
$40K – – –
PWMG
1707
Prestige Wealth Management Group
New Jersey
$40K +$19.8K +118 +98%
BBL
1708
Beck Bode LLC
Massachusetts
$40K +$40K +240 New
SQA
1709
Simon Quick Advisors
New Jersey
$39K +$27.1K +162 +228%
MMG
1710
Monetary Management Group
Missouri
$38K – – –
WOC
1711
West Oak Capital
California
$38K +$12.6K +75 +49%
CH
1712
Canton Hathaway
Rhode Island
$37K – – –
TFGT
1713
TS Financial Group (TSFG)
Illinois
$33K – – –
MLFP
1714
MPS Loria Financial Planners
Illinois
$33K +$330 +2 +1%
SIAS
1715
Shine Investment Advisory Services
Colorado
$31K – – –
MWP
1716
Meridian Wealth Partners
Pennsylvania
$31K – – –
WLPWM
1717
Walled Lake Planning & Wealth Management
Illinois
$31K +$165 +1 +0.5%
FRA
1718
Front Row Advisors
California
$31K +$1.68K +10 +6%
CAL
1719
Capital Analysts LLC
Pennsylvania
$29K – – –
TSW
1720
Thompson Siegel & Walmsley
Virginia
$29K – – –
RIA
1721
RPG Investment Advisory
California
$29K – – –
CWC
1722
Carolinas Wealth Consulting
North Carolina
$29K +$14.6K +86 +101%
WB
1723
West Bancorporation
Iowa
$28K – – –
IAS
1724
IMA Advisory Services
Colorado
$26K +$2.03K +12 +8%
CFN
1725
Cordasco Financial Network
Florida
$26K +$11.7K +70 +82%
67 68
69
70 71