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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 %
AOWM
976
Alpha Omega Wealth Management
Virginia
$1.52M -$40.9K -243 -3%
CL
977
CPWM LLC
Washington
$1.51M +$59.1K +351 +4%
FUBT
978
First United Bank & Trust
Maryland
$1.5M -$18.5K -110 -1%
Bessemer Group
979
Bessemer Group
New Jersey
$1.5M -$1.43M -8,469 -49%
MA
980
Modus Advisors
Minnesota
$1.5M +$96.7K +574 +7%
VCM
981
Virtue Capital Management
Tennessee
$1.5M -$18.4K -109 -1%
RMAM
982
Raab & Moskowitz Asset Management
New Jersey
$1.48M -$11.4K -68 -0.8%
WANY
983
Wealthspire Advisors (New York)
New York
$1.48M +$682K +4,049 +86%
SDAM
984
Shulman DeMeo Asset Management
New York
$1.48M +$66.5K +395 +5%
IMRF
985
Illinois Municipal Retirement Fund
Illinois
$1.47M +$998K +5,924 +210%
Walleye Trading
986
Walleye Trading
New York
$1.47M +$1.47M +8,704 New
Koshinski Asset Management
987
Koshinski Asset Management
Illinois
$1.46M +$479K +2,843 +49%
NFG
988
Next Financial Group
Texas
$1.46M +$6.06K +36 +0.4%
FAIM
989
Financial Advocates Investment Management
Washington
$1.44M +$476K +2,812 +49%
Carson Wealth (CWM LLC)
990
Carson Wealth (CWM LLC)
Nebraska
$1.44M – – –
HCMT
991
Highland Capital Management (Tennessee)
Tennessee
$1.43M -$234K -1,389 -14%
TI
992
Trexquant Investment
Connecticut
$1.43M +$361K +2,143 +34%
IA
993
Icon Advisers
Colorado
$1.43M – – –
SWA
994
SOA Wealth Advisors
New York
$1.43M +$1.43M +8,638 New
OIA
995
OneDigital Investment Advisors
Kansas
$1.42M +$999K +5,933 +235%
MCM
996
Mork Capital Management
California
$1.42M – – –
ATPW
997
Ashton Thomas Private Wealth
Arizona
$1.41M -$567K -3,370 -29%
DI
998
DAGCO Inc
Ohio
$1.41M +$505 +3 +0%
UFF
999
USA Financial Formulas
Michigan
$1.41M +$1.41M +8,345 +104,313%
HW
1000
Hancock Whitney
Mississippi
$1.41M +$461K +2,737 +49%
38 39
40
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