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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 %
BWP
776
Bernardo Wealth Planning
Pennsylvania
$2.57M +$39.1K +232 +2%
CM
777
Capital Management
Virginia
$2.55M -$68.2K -405 -3%
OIA
778
Optimum Investment Advisors
Illinois
$2.55M +$42.4K +252 +2%
PMG
779
ProVise Management Group
Florida
$2.55M -$51.4K -305 -2%
RCM
780
Radnor Capital Management
Pennsylvania
$2.55M +$122K +725 +5%
RT
781
Rockland Trust
Massachusetts
$2.54M +$32.7K +194 +1%
S
782
Seeyond
France
$2.54M -$341K -2,023 -12%
JG
783
Jefferies Group
New York
$2.53M +$2.53M +15,000 New
SA
784
Strategic Advisors
New York
$2.52M +$381K +2,394 +18%
BE
785
Bonness Enterprises
District of Columbia
$2.52M -$16.8K -100 -0.7%
OTPPB
786
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.51M +$2.51M +14,900 New
CIA
787
Cohen Investment Advisors
New Hampshire
$2.51M +$2.51M +14,891 New
TEE
788
Tibra Equities Europe
United Kingdom
$2.5M +$2.5M +14,870 New
CRIG
789
Charter Research & Investment Group
Connecticut
$2.5M – – –
SW
790
SkyOak Wealth
Michigan
$2.5M +$16.5K +98 +0.7%
PWA
791
Phoenix Wealth Advisors
North Carolina
$2.49M +$2.49M +14,775 New
PHK
792
Point72 Hong Kong
Hong Kong
$2.48M +$2.48M +14,728 New
WAM
793
Wakefield Asset Management
Colorado
$2.48M -$182K -1,083 -7%
ACM
794
AlphaCrest Capital Management
New York
$2.48M +$1.7M +10,104 +220%
SAM
795
Silvercrest Asset Management
New York
$2.48M -$298K -1,768 -11%
PFA
796
Pure Financial Advisors
California
$2.48M -$505 -3 -0%
TNB
797
TCF National Bank
South Dakota
$2.47M -$87.8K -521 -3%
AAS
798
Avantax Advisory Services
Texas
$2.46M -$3.29M -19,539 -57%
BCM
799
Bluefin Capital Management
New York
$2.46M +$2.46M +14,609 New
HH
800
Hilltop Holdings
Texas
$2.46M -$177K -1,051 -7%
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