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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 %
NW
1076
NewEdge Wealth
Pennsylvania
$1.08M +$1.08M +6,431 New
SFS
1077
Solitude Financial Services
Virginia
$1.08M +$1.08M +6,400 New
GT
1078
Greenleaf Trust
Michigan
$1.08M +$269K +1,599 +33%
TSWM
1079
Triangle Securities Wealth Management
North Carolina
$1.08M -$120K -715 -10%
TIA
1080
Trust Investment Advisors
Indiana
$1.08M -$45.8K -272 -4%
MYIA
1081
Mount Yale Investment Advisors
Colorado
$1.08M +$24.6K +146 +2%
WKWM
1082
Walter & Keenan Wealth Management
Indiana
$1.07M +$8.58K +51 +0.8%
CW
1083
CreativeOne Wealth
Kansas
$1.07M +$403K +2,391 +60%
VPIM
1084
Vanguard Personalized Indexing Management
California
$1.07M +$50.9K +302 +5%
ANRIA
1085
American National Registered Investment Advisor
Texas
$1.07M – – –
EH
1086
Equitable Holdings
New York
$1.06M +$38.2K +227 +4%
WA
1087
WESPAC Advisors
California
$1.06M +$757K +4,495 +253%
RIL
1088
Rothschild Investment LLC
Illinois
$1.05M -$6.4K -38 -0.6%
PFO
1089
Pathstone Family Office
New Jersey
$1.05M -$115K -683 -10%
RM
1090
Resource Management
Louisiana
$1.04M +$353K +2,098 +51%
TCM
1091
Traynor Capital Management
Pennsylvania
$1.04M +$8.25K +49 +0.8%
BAM
1092
Berkshire Asset Management
Pennsylvania
$1.04M -$42.3K -251 -4%
FT
1093
Fiduciary Trust
Massachusetts
$1.04M – – –
TFS
1094
TrustCore Financial Services
Tennessee
$1.04M +$4.21K +25 +0.4%
PPP
1095
Private Portfolio Partners
New Jersey
$1.04M -$20K -119 -2%
IP
1096
Intellectus Partners
California
$1.04M +$129K +768 +14%
MFP
1097
Meridian Financial Partners
Virginia
$1.03M -$8.48K -53 -0.8%
VVP
1098
Venture Visionary Partners
Ohio
$1.03M +$739K +4,392 +251%
FWM
1099
Frontier Wealth Management
Missouri
$1.03M +$43.8K +260 +4%
MA
1100
Mutual Advisors
Nebraska
$1.02M -$289K -1,716 -22%
42 43
44
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