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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 %
DY
501
Dowling & Yahnke
California
$6.93M -$43.4K -258 -0.6%
AFG
502
Albion Financial Group
Utah
$6.88M +$227K +1,349 +3%
SHGA
503
Sand Hill Global Advisors
California
$6.84M -$227K -1,348 -3%
RBA
504
Richard Bernstein Advisors
New York
$6.82M -$1.6M -9,527 -19%
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$6.82M -$202K -1,201 -3%
APA
506
Allegiant Private Advisors
Florida
$6.82M +$6.82M +40,469 New
BCI
507
Brinker Capital Investments
Pennsylvania
$6.78M -$4.67M -27,716 -41%
FBT
508
First Bankers Trust
Kentucky
$6.76M +$156K +924 +2%
KPWS
509
Kestra Private Wealth Services
Texas
$6.75M +$689K +4,144 +11%
MC
510
Miramar Capital
Illinois
$6.72M -$1.71M -10,433 -20%
NEI
511
Northwest & Ethical Investments
Ontario, Canada
$6.66M -$455K -2,703 -6%
SIG
512
Sky Investment Group
Connecticut
$6.64M -$83.4K -495 -1%
BBI
513
Baxter Bros Inc
Connecticut
$6.63M -$99K -588 -1%
NMIMC
514
Northwestern Mutual Investment Management Company
Wisconsin
$6.61M +$95.8K +569 +1%
TF
515
Tompkins Financial
New York
$6.61M +$1.11M +6,581 +20%
SDIC
516
South Dakota Investment Council
South Dakota
$6.58M -$505K -3,000 -7%
VWA
517
Visionary Wealth Advisors
Illinois
$6.57M +$107K +636 +2%
IWA
518
IBEX Wealth Advisors
New Jersey
$6.57M +$130K +770 +2%
CSPIA
519
Cary Street Partners Investment Advisory
Virginia
$6.56M +$5.04M +29,931 +332%
BMSSC
520
B. Metzler seel. Sohn & Co
Germany
$6.45M +$6.45M +36,698 New
MCM
521
Mattern Capital Management
Colorado
$6.4M -$89.6K -532 -1%
BB
522
Bell Bank
North Dakota
$6.37M -$11.3K -67 -0.2%
LOPW
523
Live Oak Private Wealth
North Carolina
$6.35M +$219K +1,299 +4%
NFC
524
Northeast Financial Consultants
Connecticut
$6.26M +$6.26M +37,196 New
MDCM
525
Morgan Dempsey Capital Management
Wisconsin
$6.26M -$1.24M -7,363 -17%
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