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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 %
AW
751
ACG Wealth
Georgia
$2.74M -$7.58K -45 -0.3%
SC
752
Searle & Co
Connecticut
$2.74M +$33.7K +200 +1%
PAM
753
Premier Asset Management
Illinois
$2.73M +$423K +2,509 +18%
PAM
754
Paradigm Asset Management
New York
$2.71M +$2.71M +16,100 New
CAPTRUST Financial Advisors
755
CAPTRUST Financial Advisors
North Carolina
$2.71M +$442K +2,624 +19%
JWM
756
Jackson Wealth Management
Florida
$2.69M +$272K +1,617 +11%
FCH
757
Freestone Capital Holdings
Washington
$2.68M -$23.2K -138 -0.9%
OAM
758
Optimal Asset Management
California
$2.68M – – –
ECM
759
Everence Capital Management
Indiana
$2.67M -$601K -3,570 -18%
MFWM
760
Motley Fool Wealth Management
Virginia
$2.65M -$100K -594 -4%
MP
761
McDonald Partners
Ohio
$2.65M +$2.65M +15,751 New
FI
762
FormulaFolio Investments
Michigan
$2.65M +$1.46M +8,653 +122%
SWM
763
Sculati Wealth Management
Michigan
$2.63M +$43.1K +256 +2%
VanEck Associates
764
VanEck Associates
New York
$2.63M -$918K -5,451 -26%
AMIM
765
Aull & Monroe Investment Management
Alabama
$2.63M -$21.1K -125 -0.8%
RPSA
766
Richard P. Slaughter Associates
Texas
$2.61M -$29.3K -174 -1%
SIC
767
Shoker Investment Counsel
Ohio
$2.6M +$13.1K +78 +0.5%
TCOT
768
Trust Company of Toledo
Ohio
$2.6M +$82.8K +492 +3%
CSM
769
CAMG Solamere Management
North Carolina
$2.6M +$4.55K +27 +0.2%
AIS
770
AM Investment Strategies
Tennessee
$2.59M +$16.2K +96 +0.6%
FC
771
FORA Capital
Florida
$2.59M +$2.59M +15,364 New
SFA
772
Sequoia Financial Advisors
Ohio
$2.59M +$138K +822 +6%
BHA
773
Beech Hill Advisors
New York
$2.58M -$67.4K -400 -3%
WS
774
Wedbush Securities
California
$2.58M +$492K +2,924 +24%
BA
775
Bristlecone Advisors
Washington
$2.57M -$201K -1,195 -7%
29 30
31
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