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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 %
FDS
1201
First Dallas Securities
Texas
$779K +$299K +1,775 +62%
BFS
1202
Bradley Foster & Sargent
Connecticut
$778K +$17.8K +106 +2%
SC
1203
SRB Corp
Massachusetts
$778K +$778K +4,620 New
WMP
1204
Wealth Management Partners
Arizona
$778K +$778K +4,821 New
V
1205
VeraBank
Texas
$774K – – –
HCP
1206
Hexagon Capital Partners
Arkansas
$768K +$7.07K +42 +0.9%
TBNY
1207
Trustco Bank (New York)
New York
$765K -$15.2K -90 -2%
PAS
1208
Park Avenue Securities
New York
$761K -$446K -2,649 -37%
KMWM
1209
Keudell/Morrison Wealth Management
Oregon
$760K -$270K -1,605 -26%
KCM
1210
Kanawha Capital Management
Virginia
$759K +$55.9K +332 +8%
JF
1211
Jump Financial
Illinois
$758K -$67.4K -400 -8%
SFM
1212
Signet Financial Management
New Jersey
$758K -$21.7K -129 -3%
BCM
1213
Brasada Capital Management
Texas
$758K +$84.2K +500 +13%
SC
1214
Sovarnum Capital
New York
$758K +$758K +4,500 New
AIL
1215
AGF Investments LLC
Ontario, Canada
$753K -$1.07M -6,376 -59%
IWA
1216
IVC Wealth Advisors
Pennsylvania
$753K +$753K +4,473 New
CC
1217
Cornerstone Capital
California
$747K +$93.4K +555 +14%
SFP
1218
Sterling Financial Planning
New Jersey
$739K +$739K +4,387 New
PWPS
1219
Pinnacle Wealth Planning Services
Ohio
$737K +$21.5K +128 +3%
SIM
1220
Stratos Investment Management
Ohio
$737K +$62.9K +374 +9%
TMAM
1221
Tokio Marine Asset Management
Japan
$736K +$68.8K +409 +10%
RA
1222
RFG Advisory
Alabama
$733K +$21.1K +133 +3%
WFA
1223
WestHill Financial Advisors
California
$733K +$733K +4,350 New
IA
1224
IFG Advisory
Georgia
$732K +$29.5K +175 +4%
WQ
1225
Wealth Quarterback
New Jersey
$731K -$789K -4,684 -52%
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