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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 %
DIA
801
Dean Investment Associates
Ohio
$2.44M -$71.2K -423 -3%
LNC
802
Lincoln National Corp
Pennsylvania
$2.43M +$270K +1,604 +13%
BAM
803
Belpointe Asset Management
Nevada
$2.4M +$947K +5,627 +65%
PGFC
804
Peapack-Gladstone Financial Corp
New Jersey
$2.38M +$118K +703 +5%
LIM
805
Loudon Investment Management
New Hampshire
$2.38M -$12.6K -75 -0.5%
VI
806
Vestcor Inc
New Brunswick, Canada
$2.38M -$86.4K -513 -4%
BL
807
BFSG LLC
California
$2.37M +$2.37M +14,099 New
Citadel Advisors
808
Citadel Advisors
Florida
$2.37M -$151M -898,857 -98%
AFS
809
Access Financial Services
Minnesota
$2.36M -$119K -707 -5%
CS
810
Comerica Securities
Michigan
$2.36M -$463K -2,747 -16%
IBOK
811
Independence Bank of Kentucky
Kentucky
$2.36M -$228K -1,351 -9%
GAMC
812
Garner Asset Management Corp
Texas
$2.36M +$69.4K +412 +3%
NRS
813
Neville Rodie & Shaw
New York
$2.35M -$163K -970 -7%
CCP
814
Corient Capital Partners
California
$2.35M +$550K +3,263 +31%
MCM
815
Mengis Capital Management
Oregon
$2.32M -$118K -698 -5%
GVAG
816
Great Valley Advisor Group
Delaware
$2.32M +$36.2K +215 +2%
MCG
817
MACRO Consulting Group
New Jersey
$2.32M +$6.9K +41 +0.3%
AC
818
Addison Capital
Pennsylvania
$2.31M -$8.42K -50 -0.4%
DWA
819
Douglass Winthrop Advisors
New York
$2.31M +$22.1K +131 +1%
PWMAG
820
Pinnacle Wealth Management Advisory Group
New Jersey
$2.3M +$2M +11,892 +676%
CIP
821
Capital Insight Partners
Arizona
$2.3M -$136K -808 -6%
JCM
822
Jacobi Capital Management
Pennsylvania
$2.29M -$9.49K -58 -0.4%
FP
823
Fiduciary Planning
Florida
$2.28M +$143K +849 +7%
HGWM
824
Horst & Graben Wealth Management
Oregon
$2.28M – – –
UAS
825
United Asset Strategies
New York
$2.27M +$8.08K +48 +0.4%
31 32
33
34 35