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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 %
SCA
851
Stonebridge Capital Advisors
Minnesota
$2.11M -$28.6K -170 -1%
JA
852
JLB & Associates
Michigan
$2.11M -$21K -125 -1%
SWM
853
Selective Wealth Management
Virginia
$2.11M +$84.2K +500 +4%
PIMG
854
Patriot Investment Management Group
Tennessee
$2.1M -$388K -2,306 -16%
NC
855
NewSquare Capital
Pennsylvania
$2.09M +$16.2K +96 +0.8%
LNWWM
856
Laird Norton Wetherby Wealth Management
California
$2.09M +$377K +2,237 +22%
HCM
857
Howland Capital Management
Massachusetts
$2.08M -$240K -1,425 -10%
MYAM
858
Meiji Yasuda Asset Management
Japan
$2.08M +$418K +2,480 +25%
PGAM
859
Princeton Global Asset Management
New Jersey
$2.08M +$901K +5,352 +77%
SP
860
SWS Partners
Ohio
$2.07M +$273K +1,619 +15%
WTC
861
WhitTier Trust Company
Nevada
$2.07M +$842 +5 +0%
IFWM
862
Institute for Wealth Management
Colorado
$2.06M +$438K +2,598 +27%
FB
863
Fulton Bank
Pennsylvania
$2.06M -$1.85M -11,008 -47%
SC
864
Slow Capital
California
$2.06M -$173K -1,028 -8%
GIP
865
Granite Investment Partners
California
$2.05M – – –
SB
866
Simmons Bank
Arkansas
$2.02M -$969K -5,754 -32%
AWM
867
Altium Wealth Management
New York
$2.02M +$38.6K +229 +2%
SSWM
868
Smith Salley Wealth Management
North Carolina
$2.02M -$921K -5,471 -31%
PAA
869
Peregrine Asset Advisers
Oregon
$2.01M -$2.2M -13,082 -52%
OFG
870
OmniStar Financial Group
North Carolina
$2.01M -$28K -166 -1%
GWM
871
Geneos Wealth Management
Colorado
$2.01M +$611K +4,492 +44%
PPWP
872
Proquility Private Wealth Partners
Nevada
$2M +$2M +11,878 New
FHB
873
First Hawaiian Bank
Hawaii
$2M +$27.6K +164 +1%
SSB
874
Sandy Spring Bank
Maryland
$2M +$81.5K +484 +4%
ATC
875
Argent Trust Co
Tennessee
$1.99M -$698K -4,147 -26%
33 34
35
36 37