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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 %
VF
1051
Virtu Financial
New York
$1.2M -$2.39M -14,164 -67%
PWW
1052
Pettyjohn Wood & White
Virginia
$1.2M +$32.2K +191 +3%
ZB
1053
Zions Bancorporation
Utah
$1.19M -$1.83M -10,854 -61%
MFG
1054
Merit Financial Group
Georgia
$1.19M +$168 +1 +0%
HFM
1055
Hartford Financial Management
Connecticut
$1.18M – – –
WIA
1056
Wealthstreet Investment Advisors
Texas
$1.17M +$8.42K +50 +0.7%
TTWM
1057
TCV Trust & Wealth Management
Virginia
$1.16M -$25.3K -150 -2%
ACM
1058
Ativo Capital Management
Illinois
$1.16M -$842 -5 -0.1%
VWM
1059
Venturi Wealth Management
Texas
$1.16M -$227K -1,351 -16%
PCM
1060
Parsons Capital Management
Rhode Island
$1.16M +$18.2K +108 +2%
ISL
1061
Ingalls & Snyder LLC
New York
$1.16M +$405K +2,407 +54%
NG
1062
Northstar Group
New York
$1.15M +$842 +5 +0.1%
SYBT
1063
Stock Yards Bank & Trust
Kentucky
$1.15M +$15.3K +91 +1%
MA
1064
Montag & Associates
Georgia
$1.15M -$63.2K -375 -5%
ICM
1065
IMS Capital Management
Oregon
$1.14M +$2.86K +17 +0.3%
PWS
1066
Private Wealth Strategies
Ohio
$1.14M +$6.73K +40 +0.6%
NPT
1067
Nixon Peabody Trust
Massachusetts
$1.14M +$21.1K +125 +2%
RAM
1068
Redmond Asset Management
Virginia
$1.12M -$8.59K -51 -0.8%
BG
1069
Bollard Group
Massachusetts
$1.12M – – –
JIC
1070
Johnson Investment Counsel
Ohio
$1.11M +$222K +1,317 +25%
LA
1071
Legacy Advisors
Pennsylvania
$1.11M -$49.5K -294 -4%
FFN
1072
Focus Financial Network
Minnesota
$1.1M +$44.5K +264 +4%
BCM
1073
Brown Capital Management
Maryland
$1.1M +$1.1M +6,504 New
CCA
1074
Checchi Capital Advisers
California
$1.09M -$127K -755 -10%
WI
1075
WrapManager Inc
California
$1.08M -$410K -2,435 -27%
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