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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 %
BIM
901
Bridges Investment Management
Nebraska
$1.89M +$42.4K +252 +2%
ANTB
902
AMG National Trust Bank
Colorado
$1.88M +$86.7K +515 +5%
GWCM
903
Godshalk Welsh Capital Management
Pennsylvania
$1.87M – – –
MBTD
904
Mechanics Bank - Trust Department
California
$1.87M +$1.18K +7 +0.1%
JWM
905
JGP Wealth Management
Oregon
$1.87M -$47.4K -292 -2%
CFA
906
Carroll Financial Associates
North Carolina
$1.86M -$5.05K -30 -0.3%
Lido Advisors
907
Lido Advisors
California
$1.86M -$329K -1,953 -15%
TAM
908
Tocqueville Asset Management
New York
$1.86M -$138K -822 -7%
RHDIC
909
R.H. Dinel Investment Counsel
California
$1.85M – – –
BHB
910
Bank Hapoalim BM
Israel
$1.85M -$238K -1,412 -11%
MAS
911
Managed Account Services
Florida
$1.84M – – –
CTC
912
Central Trust Company
Missouri
$1.83M -$48.2K -286 -3%
APA
913
American Portfolios Advisors
New York
$1.82M -$1.07M -6,379 -37%
MSRPS
914
Maryland State Retirement & Pension System
Maryland
$1.82M +$1.82M +11,614 New
FVWA
915
Foster Victor Wealth Advisors
South Carolina
$1.82M +$76.3K +453 +4%
RPC
916
Rossmore Private Capital
Connecticut
$1.81M -$2.02K -12 -0.1%
THWM
917
Taylor Hoffman Wealth Management
Virginia
$1.81M – – –
BOTW
918
Bank of the West
California
$1.81M +$610K +3,621 +51%
IA
919
IFP Advisors
Florida
$1.8M +$142K +837 +9%
Kovitz Investment Group Partners
920
Kovitz Investment Group Partners
Illinois
$1.8M -$12.6K -75 -0.7%
GIA
921
GHP Investment Advisors
Colorado
$1.8M +$64.8K +385 +4%
BCM
922
Brookstone Capital Management
Illinois
$1.79M +$18.4K +109 +1%
KFP
923
Keystone Financial Planning
Ohio
$1.79M -$76.5K -454 -4%
ONB
924
Old National Bancorp
Indiana
$1.78M +$17.5K +104 +1%
CFIA
925
Cantor Fitzgerald Investment Advisors
New York
$1.78M +$33.7K +200 +2%
35 36
37
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