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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 %
SWMG
701
Signature Wealth Management Group
Georgia
$3.25M +$31.2K +185 +1%
MPAM
702
Murphy Pohlad Asset Management
Minnesota
$3.23M -$153K -911 -5%
PFS
703
Physicians Financial Services
North Carolina
$3.22M -$137K -813 -4%
MCAI
704
Members Capital Advisors Inc
Wisconsin
$3.22M – – –
MME
705
Meag Munich Ergo
Germany
$3.17M – – –
Kayne Anderson Rudnick Investment Management
706
Kayne Anderson Rudnick Investment Management
California
$3.15M -$724K -4,297 -19%
SGAM
707
Smith Group Asset Management
Texas
$3.15M +$3.15M +18,700 New
MWM
708
Madison Wealth Management
Ohio
$3.14M +$51.4K +305 +2%
FA
709
Fortis Advisors
Pennsylvania
$3.14M -$97.9K -581 -3%
CIC
710
Chilton Investment Company
Connecticut
$3.13M -$58.4K -347 -2%
VWM
711
Valley Wealth Managers
New Jersey
$3.13M -$56.4K -335 -2%
SC
712
Skylands Capital
Wisconsin
$3.1M -$783K -4,650 -20%
MCM
713
Monument Capital Management
Virginia
$3.1M -$2.53K -15 -0.1%
APP
714
Avantax Planning Partners
Iowa
$3.08M -$365K -2,166 -11%
Marshall Wace
715
Marshall Wace
United Kingdom
$3.08M -$27.5M -163,029 -90%
APC
716
Aspire Private Capital
North Carolina
$3.08M -$395K -2,346 -11%
CPO
717
Cerity Partners OCIO
New York
$3.07M -$69.1K -410 -2%
QP
718
Quilter Plc
United Kingdom
$3.07M -$34K -202 -1%
CCMINC
719
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.04M +$38.1K +226 +1%
Luther King Capital Management (LKCM)
720
Luther King Capital Management (LKCM)
Texas
$3.04M -$82.7K -491 -3%
PBC
721
Pavion Blue Capital
California
$3.03M -$6.23K -37 -0.2%
D.E. Shaw & Co
722
D.E. Shaw & Co
New York
$3.02M -$15.7M -93,238 -84%
CNC
723
Canandaigua National Corp
New York
$3M -$188K -1,115 -6%
UH
724
Unigestion Holding
Switzerland
$3M +$3M +17,824 New
AM
725
Atwater Malick
Pennsylvania
$2.98M +$240K +1,426 +9%
27 28
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