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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 %
Nomura Asset Management
201
Nomura Asset Management
Japan
$30.7M -$4.2M -25,215 -12%
CPSAC
202
Chas P. Smith & Associates (CPS)
Florida
$30.6M -$1.97M -11,797 -6%
Marshall Wace
203
Marshall Wace
United Kingdom
$30.2M +$30.2M +181,339 New
NAMA
204
Nikko Asset Management Americas
New York
$30.1M +$21M +124,810 +229%
SOMRS
205
State of Michigan Retirement System
Michigan
$30.1M +$100K +600 +0.3%
MIM
206
MetLife Investment Management
New Jersey
$29.9M -$812K -4,876 -3%
CAI
207
Capital Advisors Inc
Oklahoma
$29.8M -$16.2K -97 -0.1%
Creative Planning
208
Creative Planning
Kansas
$29.8M +$2.52M +15,150 +9%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$29.8M +$8.91M +53,458 +43%
BAMF
210
BI Asset Management Fondsmaeglerselskab
Denmark
$29.5M -$4.33M -25,986 -13%
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$29.4M +$5.21M +31,261 +22%
DAM
212
Delta Asset Management
Tennessee
$29.2M -$219K -1,315 -0.7%
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$29M +$17.3M +104,074 +149%
BPB
214
Badgley, Phelps & Bell
Washington
$28.9M – – –
USAA
215
United Services Automobile Association
Texas
$28.5M +$2.54M +15,259 +10%
FFA
216
First Foundation Advisors
California
$27.7M -$404K -2,427 -1%
BNP Paribas Asset Management
217
BNP Paribas Asset Management
France
$27.7M -$2.36M -14,135 -8%
Handelsbanken Fonder
218
Handelsbanken Fonder
Sweden
$27.7M +$1.3M +7,777 +5%
UCFA
219
United Capital Financial Advisors
Texas
$27.7M -$1.34M -8,063 -5%
GIBU
220
Gulf International Bank (UK)
United Kingdom
$27.6M -$296K -1,775 -1%
PFM
221
Parsec Financial Management
North Carolina
$27.2M -$564K -3,386 -2%
Skandinaviska Enskilda Banken (SEB)
222
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.8M +$2.56M +15,362 +11%
QI
223
QS Investors
New York
$26.2M -$2.02M -12,105 -7%
Impax Asset Management Group
224
Impax Asset Management Group
United Kingdom
$26M -$2.7M -16,200 -9%
BAAM
225
Baker Avenue Asset Management
California
$25.5M -$3M -18,003 -11%
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