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United Parcel Service
UPS

Overview Fund Activity

1,934 hedge funds and large institutions have $82.2B invested in United Parcel Service in 2020 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 735 increasing their positions, 729 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
+152
Holders Change %
+8.53%
% of All Funds
34.32%
Holding in Top 10
80
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-23.08%
% of All Funds
1.42%
New
279
Increased
735
Reduced
729
Closed
97
Calls
$2.14B
Puts
$1.81B
Net Calls
+$328M
Net Calls Change
-$259M

Top Buyers

1
BlackRock
BlackRock
New York
$8.81B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.32B
3
Korea Investment Corp
Korea Investment Corp
South Korea
$265M
4
UBS Group
UBS Group
Switzerland
$872M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$938M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$572M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.59B
3
Bank of America
Bank of America
North Carolina
$2.86B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.04B
5
Goldman Sachs
Goldman Sachs
New York
$411M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMCH
326
Hartford Investment Management Co (HIMCO)
Connecticut
$14M +$1.41M +8,392 +11%
DIA
327
Davidson Investment Advisors
Montana
$14M -$316K -1,874 -2%
AIMCA
328
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14M +$11.9M +70,700 +575%
SGK
329
Steigerwald Gordon & Koch
Virginia
$14M +$16.7K +99 +0.1%
LIM
330
Lathrop Investment Management
Arkansas
$13.9M -$1.15M -6,809 -8%
ISB
331
Iowa State Bank
Iowa
$13.9M -$183K -1,088 -1%
WWP
332
Waypoint Wealth Partners
California
$13.8M +$13.8M +81,858 New
JC
333
Jacobs & Co
California
$13.5M -$209K -1,242 -2%
MML Investors Services
334
MML Investors Services
Massachusetts
$13.4M -$1.53M -9,079 -10%
JCM
335
Jag Capital Management
Missouri
$13.3M +$423K +2,512 +3%
RCYC
336
Richard C. Young & Co
Rhode Island
$13.2M -$6.41M -38,088 -33%
CA
337
Capitolis Advisors
New York
$13.1M +$13.1M +78,070 New
CWP
338
Capital Wealth Planning
Florida
$13.1M -$1.39M -8,757 -10%
SFS
339
Sowell Financial Services
Arkansas
$13.1M -$548K -3,254 -4%
SCA
340
Stillwater Capital Advisors
Pennsylvania
$13.1M -$146K -867 -1%
CA
341
Cornerstone Advisors
North Carolina
$13.1M – – –
DADC
342
D.A. Davidson & Co
Montana
$13M +$177K +1,052 +1%
PP
343
Palladium Partners
Virginia
$13M +$374K +2,220 +3%
FWIA
344
Fort Washington Investment Advisors
Ohio
$13M -$281K -1,671 -2%
TH
345
TCTC Holdings
Texas
$12.9M -$532K -3,162 -4%
DWM
346
Doyle Wealth Management
Florida
$12.9M +$410K +2,432 +3%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$480K +2,849 +4%
GIA
348
Guyasuta Investment Advisors
Pennsylvania
$12.8M -$380K -2,257 -3%
RJT
349
Raymond James Trust
Florida
$12.7M -$1.1M -6,523 -8%
GGS
350
Galvin Gaustad & Stein
Arizona
$12.7M +$12.7M +75,470 New
12 13
14
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