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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 %
HSA
526
HBK Sorce Advisory
Pennsylvania
$6.21M +$4.68M +27,799 +306%
VFA
527
Voya Financial Advisors
Connecticut
$6.2M -$750K -4,510 -11%
WIC
528
Woodmont Investment Counsel
Tennessee
$6.19M +$6.06K +36 +0.1%
Mercer Global Advisors
529
Mercer Global Advisors
Colorado
$6.15M -$518K -3,079 -8%
LWAC
530
Laurel Wealth Advisors (California)
California
$6.12M -$35.2K -209 -0.6%
Man Group
531
Man Group
United Kingdom
$6.07M -$17.4M -103,230 -74%
AUB
532
Atlantic Union Bankshares
Virginia
$6.06M +$177K +1,049 +3%
VCM
533
Vision Capital Management
Oregon
$6.01M -$137K -812 -2%
HC
534
Hendley & Co
Ohio
$5.98M +$9.77K +58 +0.2%
PP
535
PDS Planning
Ohio
$5.92M -$8.08K -48 -0.1%
HAG
536
HighPoint Advisor Group
Illinois
$5.85M +$855K +5,124 +17%
FDCDDQ
537
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.82M +$642K +3,815 +12%
WA
538
Wambolt & Associates
Colorado
$5.82M +$2.19K +13 +0%
WCA
539
Westover Capital Advisors
Delaware
$5.76M -$12.8K -76 -0.2%
BFS
540
Bard Financial Services
Connecticut
$5.72M +$5.72M +33,950 New
BRM
541
Boston Research & Management
Massachusetts
$5.72M -$55.9K -332 -1%
BC
542
Beaconlight Capital
New York
$5.68M -$3.66M -21,718 -39%
RFM
543
Royal Fund Management
Florida
$5.68M +$737K +4,379 +15%
MCM
544
Murphy Capital Management
New Jersey
$5.66M -$184K -1,090 -3%
HWM
545
Holloway Wealth Management
Florida
$5.66M -$5.58M – –
TS
546
Tamar Securities
California
$5.65M +$855K +5,078 +18%
SWM
547
SVA Wealth Management
Wisconsin
$5.63M +$44.8K +266 +0.8%
RP
548
Rowlandmiller & Partners
Georgia
$5.62M +$74.3K +441 +1%
PP
549
Patten & Patten
Tennessee
$5.62M -$62K -368 -1%
EGM
550
Engineers Gate Manager
New York
$5.59M +$4.68M +27,811 +515%
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