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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 %
CIM
626
Chapman Investment Management
California
$4.3M +$99K +588 +2%
PT
627
Plimoth Trust
Massachusetts
$4.3M -$83.3K -495 -2%
KWM
628
Kingsview Wealth Management
Oregon
$4.29M +$997K +5,922 +30%
WAS
629
Wealth Advisory Solutions
Indiana
$4.28M -$30.8K -183 -0.7%
SC
630
Schulhoff & Co
Ohio
$4.22M -$94.5K -561 -2%
CI
631
Cigna Investments
Connecticut
$4.22M +$379K +2,252 +10%
Twin Tree Management
632
Twin Tree Management
Texas
$4.21M -$2.75M -16,310 -39%
BRWA
633
B. Riley Wealth Advisors
Florida
$4.19M +$913K +5,418 +28%
FA
634
FDx Advisors
Illinois
$4.19M +$1.27M +7,555 +44%
CA
635
Cetera Advisors
Colorado
$4.18M +$1.63M +9,698 +64%
SCA
636
Stokes Capital Advisors
South Carolina
$4.18M +$37.6K +223 +0.9%
ASN
637
Advisory Services Network
Georgia
$4.17M -$651K -3,864 -13%
NL
638
NWAM LLC
Washington
$4.15M -$564K -3,350 -12%
BPA
639
Beacon Pointe Advisors
California
$4.15M +$111K +660 +3%
AAA
640
Adams Asset Advisors
Texas
$4.15M -$67.9K -403 -2%
CWM
641
Cordatus Wealth Management
Pennsylvania
$4.1M +$2.13M +12,644 +108%
ZIM
642
Zacks Investment Management
Illinois
$4.05M +$403K +2,392 +11%
MFG
643
Monte Financial Group
Connecticut
$4.04M -$1.19M -7,038 -23%
SLI
644
Sumitomo Life Insurance
Japan
$4.03M -$389K -2,308 -9%
Wealthfront Advisers
645
Wealthfront Advisers
California
$4.01M +$612K +3,636 +18%
SC
646
Sawyer & Company
Massachusetts
$3.97M -$65.7K -390 -2%
CHC
647
City Holding Co
West Virginia
$3.97M -$258K -1,531 -6%
AT
648
Arden Trust
Delaware
$3.95M -$152K -902 -4%
FNB
649
Farmers National Bank
Kentucky
$3.94M +$3.94M +23,404 New
MAA
650
Matrix Asset Advisors
New York
$3.93M -$114K -678 -3%
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