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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 %
NSLI
376
Nan Shan Life Insurance
Taiwan
$11.3M +$8.25M +49,000 +272%
PI
377
PFS Investments
Georgia
$11.3M +$929K +5,737 +9%
MAM
378
Madison Asset Management
Wisconsin
$11.2M +$349K +2,071 +3%
Loomis, Sayles & Company
379
Loomis, Sayles & Company
Massachusetts
$11.2M +$10.3M +61,141 +1,109%
IP
380
Isthmus Partners
Wisconsin
$11.2M -$237K -1,410 -2%
IAA
381
Independent Advisor Alliance
North Carolina
$11.2M +$671K +3,986 +6%
9WM
382
9258 Wealth Management
Ohio
$11.1M -$13.8K -82 -0.1%
CAN
383
Cetera Advisor Networks
California
$11.1M +$940K +5,583 +9%
GCA
384
Greenwood Capital Associates
South Carolina
$11.1M +$630K +3,742 +6%
S
385
SignatureFD
Georgia
$11M +$39.7K +236 +0.4%
SAM
386
Securian Asset Management
Minnesota
$10.8M -$83.4K -495 -0.8%
CM
387
Churchill Management
California
$10.8M -$1.54M -9,161 -12%
MNBTD
388
Moody National Bank Trust Division
Texas
$10.8M – – –
Fisher Asset Management
389
Fisher Asset Management
Washington
$10.8M +$1.01M +5,999 +10%
BFIM
390
Beese Fulmer Investment Management
Ohio
$10.7M -$157K -930 -1%
SAM
391
Shell Asset Management
Netherlands
$10.6M +$683K +4,053 +7%
ERIM
392
Eagle Ridge Investment Management
Connecticut
$10.5M -$319K -1,894 -3%
Thrivent Financial for Lutherans
393
Thrivent Financial for Lutherans
Minnesota
$10.5M +$177K +1,049 +2%
AHB
394
Abner Herrman & Brock
New Jersey
$10.5M +$2.39M +14,185 +29%
GC
395
Gilbert & Cook
Iowa
$10.5M -$245K -1,457 -2%
SFG
396
StrategIQ Financial Group
Indiana
$10.4M -$19.4K -115 -0.2%
IHL
397
Investment House LLC
California
$10.4M +$2.37M +14,082 +30%
KA
398
KLCM Advisors
Wisconsin
$10.4M -$531K -3,153 -5%
FBP
399
Flippin Bruce & Porter
Virginia
$10.2M -$579K -3,437 -5%
ANI
400
American National Insurance
Texas
$10.2M – – –
14 15
16
17 18