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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 %
DPIM
1001
Duff & Phelps Investment Management
Illinois
$1.4M – – –
SKK
1002
Shepherd Kaplan Krochuk
Massachusetts
$1.4M +$214K +1,270 +18%
EWM
1003
Empirical Wealth Management
Washington
$1.39M +$87.6K +520 +7%
SFO
1004
Standard Family Office
South Dakota
$1.39M +$1.39M +8,263 New
BOH
1005
Bank of Hawaii
Hawaii
$1.39M -$1.21M -7,206 -47%
CA
1006
Clearstead Advisors
Ohio
$1.39M +$5.9K +35 +0.4%
DAC
1007
Dividend Assets Capital
South Carolina
$1.37M -$24.3K -144 -2%
CG
1008
Castellan Group
Kentucky
$1.36M +$1.36M +8,075 New
BIA
1009
Bigelow Investment Advisors
Maine
$1.36M -$29.1K -173 -2%
FFBTD
1010
First Financial Bank - Trust Division
Ohio
$1.36M -$23.4K -139 -2%
BWP
1011
Baldwin Wealth Partners
Massachusetts
$1.35M – – –
SACTSONJ
1012
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.35M – – –
ACWM
1013
Adams Chetwood Wealth Management
North Carolina
$1.35M +$842 +5 +0.1%
CS
1014
Cannell & Spears
New York
$1.34M +$63.1K +375 +5%
UBV
1015
United Bank (Virginia)
Virginia
$1.33M +$219K +1,300 +20%
LFAS
1016
Level Four Advisory Services
Texas
$1.33M -$26.4K -157 -2%
LC
1017
Lincoln Capital
Nebraska
$1.33M – – –
SIA
1018
Soltis Investment Advisors
Utah
$1.32M -$140K -829 -10%
TCM
1019
Tradewinds Capital Management
Washington
$1.32M +$9.43K +56 +0.7%
EA
1020
Ellsworth Advisors
Ohio
$1.32M +$154K +914 +13%
AWM
1021
Aevitas Wealth Management
Massachusetts
$1.32M -$31.3K -186 -2%
BC
1022
Burleson & Co
California
$1.32M +$168 +1 +0%
SWP
1023
Strategic Wealth Partners
Ohio
$1.31M -$40.7K -242 -3%
AII
1024
AGF Investments Inc
Ontario, Canada
$1.31M -$921K -5,470 -41%
SFG
1025
SevenBridge Financial Group
Pennsylvania
$1.31M +$2.53K +15 +0.2%
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