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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 %
SWP
551
Stratos Wealth Partners
Ohio
$5.56M -$4M -23,769 -42%
SFI
552
Siemens Fonds Invest
Germany
$5.55M +$5.55M +33,409 New
PFMU
553
Privium Fund Management (UK)
United Kingdom
$5.54M +$5.54M +32,910 New
UR
554
USCA RIA
Texas
$5.53M -$1.04M -6,204 -16%
BSW
555
Buckingham Strategic Wealth
Missouri
$5.51M -$224K -1,333 -4%
EIA
556
Eastover Investment Advisors
North Carolina
$5.51M -$32.8K -195 -0.6%
WC
557
Woodstock Corp
Massachusetts
$5.49M +$288K +1,711 +6%
NSIM
558
North Star Investment Management
Illinois
$5.47M +$1.18K +7 +0%
CAM
559
Columbia Asset Management
Michigan
$5.47M +$1.85K +11 +0%
ECM
560
Evergreen Capital Management
Washington
$5.46M +$54.6K +324 +1%
BCCM
561
Bridge Creek Capital Management
Massachusetts
$5.46M -$207K -1,230 -4%
OIM
562
Opus Investment Management
Massachusetts
$5.46M -$472K -2,800 -8%
AWP
563
Ascent Wealth Partners
New York
$5.44M -$60.6K -360 -1%
GAM
564
Griffin Asset Management
New York
$5.43M -$112K -665 -2%
KIC
565
Keating Investment Counselors
Florida
$5.39M -$466K -2,770 -8%
MC
566
Moors & Cabot
Massachusetts
$5.38M +$88.2K +524 +2%
SWA
567
Stratos Wealth Advisors
Ohio
$5.36M -$48.5K -288 -0.9%
ACM
568
Argyle Capital Management
Pennsylvania
$5.35M -$206K -1,225 -4%
M
569
MOTCO
Texas
$5.34M -$1.31M -7,805 -20%
HCM
570
Horrell Capital Management
Arkansas
$5.33M +$19.7K +117 +0.4%
ECM
571
EagleClaw Capital Management
Massachusetts
$5.31M -$150K -890 -3%
MTC
572
McDaniel Terry & Co
Texas
$5.31M -$252K -1,499 -5%
XWM
573
Xcel Wealth Management
Florida
$5.28M +$779K +4,625 +17%
CICI
574
Capital Investment Counsel Inc
North Carolina
$5.28M -$326K -1,935 -6%
PWS
575
Peloton Wealth Strategists
Indiana
$5.27M – – –
21 22
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