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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
1
Fidelity Investments
Massachusetts
$2.91B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.28B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$802M
4
TCM
4
Tybourne Capital Management
Hong Kong
$204M
5
BP
5
BBR Partners
New York
$171M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$328M
2
BlackRock
2
BlackRock
New York
$7.43B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.8B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.09B
5
Charles Schwab
5
Charles Schwab
California
$1.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMIO
1776
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +12 New
CPA
1777
Clear Perspective Advisors
Illinois
$1.65K -$49 -160 -3%
KFS
1778
Kelly Financial Services
Massachusetts
$1.16K -$16.6K -100 -93%
Koshinski Asset Management
1779
Koshinski Asset Management
Illinois
$1.03K +$88 +497 +9%
RTC
1780
Riverview Trust Company
Washington
$1K – – –
UFF
1781
USA Financial Formulas
Michigan
$1K – – –
FCA
1782
FinTrust Capital Advisors
South Carolina
$202 -$7 -43 -3%
WIM
1783
Westside Investment Management
California
$24 – – –
OAC
1784
OMERS Administration Corp
Ontario, Canada
– -$19.1M -171,962 Closed
SCM
1785
Sandler Capital Management
New York
– -$18.6M -167,400 Closed
JGC
1786
J. Goldman & Co
New York
– -$9.37M -84,279 Closed
HP
1787
Holowesko Partners
Bahamas
– -$8.45M -76,000 Closed
WMSA
1788
Weiss Multi-Strategy Advisers
New York
– -$6.54M -58,845 Closed
EP
1789
Edgestream Partners
New Jersey
– -$5.68M -51,077 Closed
SM
1790
SG3 Management
Puerto Rico
– -$4.71M -42,380 Closed
PCM
1791
Palouse Capital Management
Washington
– -$4.23M -38,050 Closed
AF
1792
Ally Financial
Michigan
– -$3.78M -34,000 Closed
CWS
1793
Cypress Wealth Services
California
– -$3.51M -31,575 Closed
LDFR
1794
Lehman & Derafelo Financial Resources
Pennsylvania
– -$3.17M -28,532 Closed
BHWA
1795
Beacon Harbor Wealth Advisors
Virginia
– -$2.6M -23,420 Closed
Wealth Enhancement Advisory Services
1796
Wealth Enhancement Advisory Services
Minnesota
– -$2.61M -22,003 Closed
SCM
1797
Snow Capital Management
Pennsylvania
– -$2.26M -20,288 Closed
JG
1798
Jefferies Group
New York
– -$1.97K -17,750 Closed
KCM
1799
Kempner Capital Management
Texas
– -$1.83M -16,412 Closed
SCA
1800
Sage Capital Advisors
South Dakota
– -$1.55M -13,931 Closed
70 71
72
73 74