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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 %
ACP
1826
Arcus Capital Partners
Georgia
– -$235K -2,112 Closed
GI
1827
GAMCO Investors
Connecticut
– -$235K -2,110 Closed
PG
1828
Pendal Group
Australia
– -$218K -1,964 Closed
QT
1829
Quantamental Technologies
New York
– -$217K -1,953 Closed
AFA
1830
American Financial Advisors
Georgia
– -$220K -1,859 Closed
BFM
1831
Boston Financial Management
Massachusetts
– -$140K -1,255 Closed
1W
1832
1776 Wealth
Georgia
– -$120K -1,080 Closed
JPLA
1833
Joseph P. Lucia & Associates
New York
– -$111K -1,000 Closed
CWP
1834
CFM Wealth Partners
Texas
– -$91K -819 Closed
BSAM
1835
Blue Square Asset Management
New York
– -$59K -531 Closed
HR
1836
Howe & Rusling
New York
– -$56K -500 Closed
KWM
1837
Keebeck Wealth Management
Illinois
– -$53K -481 Closed
RDWM
1838
Red Door Wealth Management
Tennessee
– -$49K -447 Closed
FWM
1839
FSA Wealth Management
Massachusetts
– -$37K -335 Closed
PA
1840
Perennial Advisors
New York
– -$34K -310 Closed
CCMIC
1841
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$33K -300 Closed
HFA
1842
Hoover Financial Advisors
Pennsylvania
– -$24K -214 Closed
RWB
1843
RMR Wealth Builders
New Jersey
– -$22K -200 Closed
WFMPM
1844
Woodley Farra Manion Portfolio Management
Indiana
– -$18K -158 Closed
M
1845
Mirova
France
– -$14K -129 Closed
CWM
1846
Campbell Wealth Management
Virginia
– -$12K -109 Closed
PP
1847
Pacifica Partners
Canada
– -$11K -97 Closed
SFG
1848
Sowa Financial Group
Rhode Island
– -$4K -37 Closed
AWM
1849
Apollon Wealth Management
South Carolina
– -$2K -20 Closed
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