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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 %
TPWA
1151
TRUE Private Wealth Advisors
Oregon
$881K -$350K -2,081 -28%
SCC
1152
Steel Canyon Capital
Arizona
$878K +$878K +5,215 New
1SB
1153
1ST Source Bank
Indiana
$876K -$604K -3,585 -41%
BMWM
1154
Brown Miller Wealth Management
Virginia
$876K +$876K +5,202 New
HIA
1155
Harbor Investment Advisory
Maryland
$874K +$56.8K +337 +7%
B
1156
Barings
North Carolina
$872K -$4.64M -27,524 -84%
CTI
1157
Community Trust & Investment
Kentucky
$872K -$138K -821 -14%
MCIA
1158
Mountain Capital Investment Advisors
Colorado
$871K -$135K -833 -13%
MWM
1159
Meridian Wealth Management
Kentucky
$866K +$195K +1,161 +29%
SIP
1160
Stoneridge Investment Partners
Pennsylvania
$863K -$464K -2,752 -35%
AAM
1161
AR Asset Management
California
$859K – – –
HFM
1162
Harvest Fund Management
China
$857K -$49.2K -292 -5%
HCM
1163
Hudson Capital Management
New Jersey
$856K -$82.2K -488 -9%
MSFS
1164
Main Street Financial Solutions
Pennsylvania
$853K +$853K +5,066 New
MSS
1165
Mitchell Sinkler & Starr
Pennsylvania
$850K -$74.1K -440 -8%
CPA
1166
Clear Perspective Advisors
Illinois
$848K -$57.4K -341 -6%
GBT
1167
Grove Bank & Trust
Florida
$841K -$79.4K -471 -9%
EWM
1168
Evermay Wealth Management
Virginia
$840K -$8.42K -50 -1%
AC
1169
Arjuna Capital
North Carolina
$839K +$839K +4,982 New
SG
1170
StoneX Group
New York
$838K +$143K +849 +21%
FBT
1171
First Bank & Trust
South Dakota
$836K -$1.92M -11,375 -70%
LBD
1172
Landsberg Bennett & Dubbaneh
Florida
$836K +$4.55K +27 +0.5%
SB
1173
Sunflower Bank
Texas
$829K +$829K +4,920 New
BJL
1174
Brighton Jones LLC
Washington
$828K +$91K +540 +12%
AA
1175
Argent Advisors
Louisiana
$825K -$96.2K -571 -10%
45 46
47
48 49