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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 %
DGHMC
1026
Dalton, Greiner, Hartman, Maher & Co
New York
$1.3M +$1.3M +7,729 New
CCP
1027
Cardan Capital Partners
Colorado
$1.3M +$106K +630 +9%
WWM
1028
WT Wealth Management
Arizona
$1.3M +$311K +1,849 +32%
RIA
1029
Realta Investment Advisors
Delaware
$1.29M +$5.05K +30 +0.4%
AF
1030
Advisornet Financial
Minnesota
$1.28M -$247K -1,468 -16%
WCM
1031
Washburn Capital Management
Florida
$1.28M +$198K +1,175 +18%
RB
1032
Rodgers Brothers
Pennsylvania
$1.27M -$10.1K -60 -0.8%
GCA
1033
Guardian Capital Advisors
Ontario, Canada
$1.27M -$36.3K -225 -3%
PAMG
1034
Patton Albertson Miller Group
Tennessee
$1.26M -$1.28M -7,906 -50%
VWA
1035
V Wealth Advisors
Kansas
$1.25M +$708K +4,204 +131%
MAFM
1036
Mid Atlantic Financial Management
Pennsylvania
$1.24M +$230K +1,366 +23%
AIA
1037
AIMZ Investment Advisors
California
$1.24M -$16.8K -100 -1%
EIA
1038
Eldridge Investment Advisors
New Hampshire
$1.24M +$337 +2 +0%
GRP
1039
Global Retirement Partners
California
$1.24M +$45.5K +270 +4%
DI
1040
Diligent Investors
California
$1.23M +$14.6K +87 +1%
CC
1041
Constitution Capital
Connecticut
$1.23M +$1.23M +7,285 New
HIIFS
1042
Harel Insurance Investments & Financial Services
Israel
$1.22M -$95.3K -176 -7%
FMT
1043
First Mercantile Trust
Tennessee
$1.22M +$87.4K +519 +8%
WAM
1044
Wolverine Asset Management
Illinois
$1.21M +$55.9K +332 +5%
FTDI
1045
First Trust Direct Indexing
Massachusetts
$1.21M +$1.21M +7,204 New
AA
1046
Ancora Advisors
Ohio
$1.21M -$214K -1,270 -15%
SLG
1047
Stanley-Laman Group
Pennsylvania
$1.2M +$1.2M +7,150 New
EF
1048
Empirical Finance
Pennsylvania
$1.2M +$212K +1,260 +21%
WJWM
1049
Williams Jones Wealth Management
New York
$1.2M +$864K +5,132 +256%
SCM
1050
Schnieders Capital Management
California
$1.2M +$163K +970 +16%
40 41
42
43 44