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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 %
FC
651
Fusion Capital
South Carolina
$3.92M +$58.6K +348 +2%
FMII
652
Farmers & Merchants Investments Inc
Nebraska
$3.89M -$68K -404 -2%
BCM
653
Brookmont Capital Management
Texas
$3.89M -$600K -3,562 -13%
NIC
654
Northwest Investment Counselors
Oregon
$3.89M -$49.8K -296 -1%
SSWM
655
Sheets Smith Wealth Management
North Carolina
$3.82M +$6.74K +40 +0.2%
CC
656
Courier Capital
New York
$3.8M -$20.9K -124 -0.5%
IMOV
657
Investment Management of Virginia
Virginia
$3.8M -$593K -3,520 -14%
VFA
658
Valeo Financial Advisors
Indiana
$3.79M +$49.3K +293 +1%
GP
659
Girard Partners
Pennsylvania
$3.74M -$351K -2,083 -9%
IPW
660
Inlet Private Wealth
Florida
$3.74M -$25.3K -150 -0.7%
SL
661
Summitry LLC
California
$3.71M -$92.6K -550 -2%
Rafferty Asset Management
662
Rafferty Asset Management
New York
$3.71M -$488K -2,898 -12%
SFG
663
Sovereign Financial Group
Connecticut
$3.69M +$3.69M +21,897 New
Capstone Investment Advisors
664
Capstone Investment Advisors
New York
$3.67M +$1.94M +11,549 +113%
SIAP
665
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.66M -$66.5K -395 -2%
SMG
666
Spectrum Management Group
Indiana
$3.66M +$3.66M +21,704 +217,040%
IC
667
Intersect Capital
California
$3.63M +$101K +601 +3%
KTM
668
Keeler Thomas Management
Utah
$3.6M -$229K -1,359 -6%
GLA
669
Good Life Advisors
Pennsylvania
$3.59M +$279K +1,656 +8%
OPTFSNA
670
Old Point Trust & Financial Services N A
Virginia
$3.58M -$589K -3,500 -14%
KA
671
Kintegral Advisory
New York
$3.57M – – –
Cerity Partners
672
Cerity Partners
New York
$3.55M -$795K -4,721 -18%
HCA
673
Horan Capital Advisors
Ohio
$3.55M +$41.3K +245 +1%
PP
674
Pegasus Partners
Wisconsin
$3.51M -$553K -3,284 -14%
V
675
Veritable
Delaware
$3.49M -$87.9K -522 -2%
25 26
27
28 29