UPS icon

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 %
NHC
676
Nicholas Hoffman & Company
Georgia
$3.49M -$611K -3,629 -15%
Arrowstreet Capital
677
Arrowstreet Capital
Massachusetts
$3.49M +$3.01M +17,900 +639%
TLCM
678
Twin Lakes Capital Management
California
$3.48M +$3.48M +20,688 New
CCM
679
Canal Capital Management
Virginia
$3.48M +$13K +77 +0.4%
MIAN
680
Mariner Independent Advisor Network
Kansas
$3.48M +$85.7K +509 +3%
PCTC
681
Perkins Coie Trust Company
Washington
$3.48M -$17.5K -104 -0.5%
SC
682
SouthState Corp
Florida
$3.47M -$315K -1,872 -8%
BCV
683
Banque Cantonale Vaudoise
Switzerland
$3.45M +$447K +2,656 +15%
WAM
684
World Asset Management
Michigan
$3.43M -$226K -1,344 -6%
PAM
685
Palisade Asset Management
Minnesota
$3.43M -$33.7K -200 -1%
ACM
686
Azimuth Capital Management
Michigan
$3.42M -$150K -890 -4%
LWANC
687
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.42M -$90.6K -538 -3%
SCM
688
Symons Capital Management
Pennsylvania
$3.41M -$1.89M -11,218 -36%
RC
689
Roundview Capital
New Jersey
$3.41M -$17.9K -106 -0.5%
AWM
690
Avitas Wealth Management
California
$3.39M -$4.04K -24 -0.1%
FLPIM
691
F.L. Putnam Investment Management
Massachusetts
$3.38M +$2.97M +17,613 +710%
JWM
692
Jupiter Wealth Management
Colorado
$3.37M +$2.62M +15,530 +345%
AAMA
693
Advanced Asset Management Advisors
Ohio
$3.37M – – –
CF
694
Clarity Financial
Texas
$3.35M +$3.35M +19,890 New
BAM
695
Boyar Asset Management
New York
$3.35M -$97.9K -581 -3%
CAM
696
Cypress Asset Management
Texas
$3.32M +$589K +3,500 +22%
KRSITF
697
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.31M +$192K +1,140 +6%
BCFS
698
Butensky & Cohen Financial Security
Florida
$3.3M -$133K -790 -4%
TW
699
TrinityPoint Wealth
Connecticut
$3.29M +$807 +5 +0%
VCA
700
Verdence Capital Advisors
Maryland
$3.26M -$763K -4,529 -19%
26 27
28
29 30