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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 %
IA
951
IndexIQ Advisors
New York
$1.67M +$784K +4,654 +89%
FCBT
952
First Citizens Bank & Trust
North Carolina
$1.66M +$77.9K +463 +5%
GIA
953
Gladstone Institutional Advisory
Florida
$1.66M +$549K +3,257 +49%
HIM
954
HawsGoodwin Investment Management
Tennessee
$1.66M -$28.8K -171 -2%
MI
955
Moneywise Inc
Virginia
$1.64M +$1.64M +9,713 New
TCA
956
Transcend Capital Advisors
New Jersey
$1.63M +$1.35M +7,990 +474%
MGIA
957
Moneta Group Investment Advisors
Missouri
$1.63M +$62.5K +371 +4%
CT
958
Coastline Trust
Rhode Island
$1.63M -$20.2K -120 -1%
WWM
959
Wolff Wiese Magana
California
$1.62M +$1.62M +9,592 New
CCMW
960
Cypress Capital Management (Wyoming)
Wyoming
$1.61M -$34K -202 -2%
FC
961
Forte Capital
New York
$1.6M -$604K -3,587 -27%
CG
962
Cutler Group
California
$1.6M -$326K -1,940 -17%
IRC
963
Investors Research Corp
Georgia
$1.6M – – –
FANJ
964
Financial Architects (New Jersey)
New Jersey
$1.6M -$124K -734 -7%
FC
965
Financial Consulate
Maryland
$1.6M -$148K -877 -8%
PGIM
966
Pacific Global Investment Management
California
$1.59M +$5.56K +33 +0.4%
GC
967
Gratus Capital
Georgia
$1.56M -$171K -1,014 -10%
VIA
968
Vident Investment Advisory
Georgia
$1.56M -$223K -1,323 -13%
VFM
969
Vivid Financial Management
California
$1.56M -$36.7K -218 -2%
GG
970
Gofen & Glossberg
Illinois
$1.56M -$1.28M -7,586 -45%
KFGK
971
Keystone Financial Group (Kentucky)
Kentucky
$1.55M +$127K +754 +9%
CCG
972
Cypress Capital Group
Florida
$1.54M +$51.3K +305 +3%
CF
973
Centaurus Financial
California
$1.54M +$39.3K +233 +3%
CPA
974
Court Place Advisors
Maryland
$1.54M -$75.5K -448 -5%
SNT
975
Security National Trust
West Virginia
$1.52M +$176K +1,043 +13%
37 38
39
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