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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 %
LWAM
1126
Legacy Wealth Asset Management
Minnesota
$949K +$949K +5,636 New
CBB
1127
Citizens Business Bank
California
$947K – – –
FFA
1128
Founders Financial Alliance
North Carolina
$944K +$145K +863 +18%
IWM
1129
IHT Wealth Management
Illinois
$938K -$126K -749 -12%
AIM
1130
ARK Investment Management
Florida
$932K +$360K +2,136 +63%
LC
1131
LCNB Corp
Ohio
$929K -$17.7K -105 -2%
TFA
1132
Teamwork Financial Advisors
Texas
$929K +$163K +969 +21%
UM
1133
Ulysses Management
New York
$926K +$926K +5,500 New
BCMO
1134
Buckingham Capital Management (Ohio)
Ohio
$925K -$190K -1,127 -17%
LCM
1135
Landscape Capital Management
New Jersey
$925K -$52.9K -314 -5%
PWM
1136
Palumbo Wealth Management
New York
$924K +$924K +5,489 New
WFM
1137
Wolff Financial Management
Michigan
$919K +$506 +3 +0.1%
CTA
1138
Colonial Trust Advisors
South Carolina
$917K +$4.21K +25 +0.5%
PFWA
1139
Paces Ferry Wealth Advisors
Georgia
$915K +$11.5K +68 +1%
CCM
1140
Cox Capital Management
Massachusetts
$910K +$23.4K +139 +3%
CAN
1141
Claraphi Advisory Network
United States
$907K +$89.6K +532 +11%
HPC
1142
HM Payson & Co
Maine
$904K +$70.9K +421 +9%
KF
1143
Krilogy Financial
Missouri
$902K -$58.1K -345 -6%
SM
1144
Sciencast Management
New Jersey
$895K +$895K +5,531 New
JSL
1145
JT Stratford LLC
Georgia
$892K +$57.6K +342 +7%
BWAM
1146
Boyd Watterson Asset Management
Ohio
$887K -$337K -2,000 -28%
CDH
1147
Charles D. Hyman
$887K +$4.55K +27 +0.5%
AF
1148
Alerus Financial
North Dakota
$885K +$885K +5,257 New
ESBC
1149
E.S. Barr & Co
Kentucky
$884K -$59.1K -351 -6%
FFS
1150
Founders Financial Securities
Maryland
$882K +$154K +917 +21%
44 45
46
47 48