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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 %
ACM
826
Alta Capital Management
Utah
$2.27M -$3.13M -18,578 -58%
SCM
827
Sterneck Capital Management
Missouri
$2.27M -$105K -623 -4%
SWM
828
SeaCrest Wealth Management
New York
$2.26M +$300K +1,784 +15%
MOS
829
MGO One Seven
Ohio
$2.25M +$24.1K +143 +1%
CRCM
830
Crystal Rock Capital Management
Illinois
$2.25M -$194K -1,150 -8%
SIA
831
SeaBridge Investment Advisors
New Jersey
$2.25M -$452K -2,687 -17%
QT
832
Quantbot Technologies
New York
$2.24M +$2.24M +13,324 New
TCOK
833
Trust Company of Kansas
Kansas
$2.23M -$370K -2,196 -14%
CG
834
Caprock Group
Idaho
$2.22M +$144K +854 +7%
VNIM
835
Vaughan Nelson Investment Management
Texas
$2.22M +$539K +3,200 +32%
HCM
836
Hodges Capital Management
Texas
$2.22M +$79.3K +471 +4%
LMIM
837
Lockheed Martin Investment Management
Maryland
$2.21M – – –
PA
838
Parallel Advisors
California
$2.2M -$44.3K -263 -2%
LTI
839
Laffer Tengler Investments
Tennessee
$2.2M -$109K -654 -5%
BUB
840
BBVA USA Bancshares
Texas
$2.19M -$233K -1,385 -10%
FMWA
841
Forvis Mazars Wealth Advisors
Missouri
$2.19M +$46.5K +276 +2%
EM
842
Excalibur Management
Massachusetts
$2.16M -$120K -714 -5%
EWA
843
Exencial Wealth Advisors
Oklahoma
$2.16M -$1.99M -11,797 -48%
SP
844
Symmetry Partners
Connecticut
$2.15M +$741K +4,401 +52%
GWM
845
Graybill Wealth Management
Illinois
$2.15M -$33.7K -200 -2%
BP
846
Ballentine Partners
Massachusetts
$2.13M -$12.1K -72 -0.6%
GWMIA
847
Global Wealth Management Investment Advisory
Florida
$2.12M +$17.9K +106 +0.8%
WA1
848
Wimmer Associates 1
California
$2.12M -$133K -791 -6%
HI
849
Harrington Investments
California
$2.12M -$120K -713 -5%
MPPW
850
Mitchell & Pahl Private Wealth
Oklahoma
$2.12M +$2.12M +12,558 New
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