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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
+$1.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$381M
3
Korea Investment Corp
Korea Investment Corp
South Korea
+$192M
4
UBS Group
UBS Group
Switzerland
+$137M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$127M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$587M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$351M
3
Bank of America
Bank of America
North Carolina
-$315M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$263M
5
Goldman Sachs
Goldman Sachs
New York
-$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
426
BTR Capital Management
California
$9.1M -$129K -767 -1%
PG
427
Patten Group
Tennessee
$9.09M +$8.5M +50,482 +1,452%
NIM
428
Northeast Investment Management
Massachusetts
$9.08M -$507K -3,012 -5%
IEFM
429
IQ EQ Fund Management
Ireland
$9.06M +$93.6K +556 +1%
SPC
430
Sigma Planning Corp
Michigan
$8.97M +$3.46M +20,558 +63%
DILIC
431
Dai-ichi Life Insurance Company
Japan
$8.89M -$1.73M -10,301 -16%
EWM
432
Executive Wealth Management
Michigan
$8.87M +$124K +736 +1%
WAP
433
Wealthcare Advisory Partners
Pennsylvania
$8.87M +$152K +904 +2%
CC
434
Cartenna Capital
Connecticut
$8.81M +$8.81M +52,295 New
EWM
435
Evercore Wealth Management
New York
$8.62M -$47K -279 -0.5%
WI
436
WBI Investments
New Jersey
$8.58M -$3.36M -19,946 -28%
TAF
437
Tredje AP-fonden
Sweden
$8.58M – – –
Acadian Asset Management
438
Acadian Asset Management
Massachusetts
$8.57M +$6.14M +36,486 +253%
SPIA
439
Steward Partners Investment Advisory
New York
$8.56M +$287K +1,707 +3%
LBC
440
Lowe Brockenbrough & Co
Virginia
$8.54M +$121K +716 +1%
EMPI
441
Elo Mutual Pension Insurance
Finland
$8.47M +$8.47M +50,271 New
TCM
442
Tufton Capital Management
Maryland
$8.42M -$843K -5,007 -9%
NAM
443
NorthCoast Asset Management
Connecticut
$8.41M +$2.55M +15,137 +44%
BRA
444
Biechele Royce Advisors
Indiana
$8.41M -$469K -2,785 -5%
SBIA
445
Sheaff Brock Investment Advisors
Indiana
$8.4M +$329K +1,951 +4%
Nordea Investment Management
446
Nordea Investment Management
Sweden
$8.31M +$595K +3,533 +8%
HAIM
447
Hunter Associates Investment Management
Pennsylvania
$8.25M – – –
T
448
TOBAM
France
$8.19M +$1.61M +9,538 +24%
PFS
449
Prospera Financial Services
Texas
$8.17M +$8.09M +48,031 +10,027%
AIM
450
Achmea Investment Management
Netherlands
$8.11M +$364K +2,161 +5%
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