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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 %
TA
1101
TFG Advisers
Michigan
$1.02M +$10.8K +64 +1%
VCWA
1102
Vanguard Capital Wealth Advisors
Colorado
$1.02M +$1.02M +6,140 New
SAA
1103
Southeast Asset Advisors
Georgia
$1.02M – – –
ODCM
1104
Old Dominion Capital Management
Virginia
$1.02M +$65.7K +390 +7%
DT
1105
Diversified Trust
Tennessee
$1.02M -$30.7K -182 -3%
HBT
1106
Heartland Bank & Trust
Illinois
$1.01M +$1.01M +6,007 New
NB
1107
NBT Bank
New York
$1.01M +$5.05K +30 +0.5%
FIM
1108
Fernwood Investment Management
Massachusetts
$1M -$25.3K -150 -2%
YWP
1109
YorkBridge Wealth Partners
New York
$1M +$18.5K +110 +2%
ZIC
1110
ZWJ Investment Counsel
Georgia
$999K +$205K +1,216 +26%
AC
1111
Abbrea Capital
California
$996K +$35.4K +210 +4%
CT
1112
Chicago Trust
Illinois
$994K +$739K +4,387 +290%
RIM
1113
Regent Investment Management
Kentucky
$985K +$9.26K +55 +0.9%
FMC
1114
First Merchants Corp
Indiana
$980K -$72.3K -429 -7%
PTC
1115
Private Trust Company
Ohio
$976K -$64.5K -383 -6%
MAG
1116
MRA Advisory Group
New Jersey
$974K +$974K +5,781 New
GG
1117
Gleason Group
Kentucky
$973K +$5.9K +35 +0.6%
EI
1118
Ethic Inc
New York
$970K +$177K +1,053 +22%
LWM
1119
Loveless Wealth Management
Montana
$965K -$10.9K -65 -1%
CGL
1120
Clarius Group LLC
Washington
$965K +$93.5K +555 +11%
IWC
1121
Integrated Wealth Concepts
Massachusetts
$956K +$125K +741 +15%
EHWM
1122
Eads & Heald Wealth Management
Georgia
$950K -$70.7K -420 -7%
CAAS
1123
Capital Asset Advisory Services
Michigan
$950K +$173K +1,030 +22%
LMAM
1124
Legg Mason Asset Management
Japan
$950K +$950K +5,644 New
KA
1125
Kovack Advisors
Florida
$949K +$155K +919 +19%
43 44
45
46 47