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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 %
CP
1176
Covenant Partners
Tennessee
$825K – – –
AFS
1177
Axiom Financial Strategies
Indiana
$825K – – –
CFG
1178
Cooper Financial Group
California
$824K +$44.6K +265 +6%
FFWA
1179
FRG Family Wealth Advisors
Washington
$820K -$26.9K -160 -3%
BS
1180
Banco Santander
Spain
$818K -$925K -5,495 -53%
SCM
1181
Southport Capital Management
Tennessee
$817K -$89.9K -534 -10%
VC
1182
Vicus Capital
Pennsylvania
$814K +$123K +729 +18%
MAM
1183
Meeder Asset Management
Ohio
$812K -$3.54M -20,997 -81%
PI
1184
Pettee Investors
Connecticut
$812K – – –
WPW
1185
Waldron Private Wealth
Pennsylvania
$812K +$18.4K +109 +2%
BW
1186
Bison Wealth
Georgia
$811K -$30.7K -182 -4%
DTL
1187
Dynamic Technology Lab
Singapore
$807K -$1.71M -10,157 -68%
DBRC
1188
D.B. Root & Company
Pennsylvania
$806K +$806K +4,787 New
DWM
1189
Darwin Wealth Management
Florida
$805K -$23.6K -140 -3%
HCP
1190
Holt Capital Partners
Texas
$802K – – –
DA
1191
Detalus Advisors
Missouri
$799K +$463K +2,751 +138%
FIM
1192
Freedom Investment Management
Connecticut
$797K +$150K +890 +23%
CC
1193
Chicago Capital
Illinois
$794K +$105K +625 +15%
ACM
1194
Allred Capital Management
Texas
$789K -$27.6K -164 -3%
DWM
1195
Dakota Wealth Management
Florida
$787K +$22.6K +134 +3%
S
1196
swisspartners
Liechtenstein
$787K +$787K +4,750 New
FNBOSM
1197
First National Bank of South Miami
Florida
$785K -$21.7K -129 -3%
ERWM
1198
Elk River Wealth Management
Colorado
$785K +$785K +4,664 New
TI
1199
Tidal Investments
Wisconsin
$784K +$145K +864 +23%
ACS
1200
Archford Capital Strategies
Illinois
$780K +$3.17K +20 +0.4%
46 47
48
49 50