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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 %
UWM
1226
Urban Wealth Management
California
$731K +$731K +4,338 New
PWP
1227
Principle Wealth Partners
Connecticut
$727K +$169K +1,004 +30%
DLA
1228
Douglas Lane & Associates
New York
$720K +$14.3K +85 +2%
AIC
1229
Archer Investment Corporation
Indiana
$716K -$67.4K -400 -9%
SMC
1230
Smith, Moore & Co
Missouri
$715K -$17.5K -104 -2%
SCI
1231
S&CO Inc
Massachusetts
$711K – – –
IWAG
1232
Integer Wealth Advisors Group
Georgia
$708K -$38.3K -238 -5%
VA
1233
Valmark Advisers
Ohio
$708K +$708K +4,201 New
GFS
1234
GYL Financial Synergies
Connecticut
$706K -$86.3K -512 -11%
MGWM
1235
Marks Group Wealth Management
Minnesota
$705K -$127K -757 -15%
COF
1236
Capital One Financial
Virginia
$704K -$144K -858 -17%
CFS
1237
CRA Financial Services
New Jersey
$703K -$36.2K -215 -5%
DIP
1238
DT Investment Partners
Pennsylvania
$702K -$759K -4,509 -52%
ARMT
1239
Amica Retiree Medical Trust
Rhode Island
$701K – – –
FF
1240
FourThought Financial
Florida
$700K +$700K +4,159 New
TNB
1241
Thomasville National Bank
Georgia
$699K +$22.1K +131 +3%
Fiera Capital (Canada)
1242
Fiera Capital (Canada)
Quebec, Canada
$695K -$371K -2,202 -35%
TAIM
1243
TD Ameritrade Investment Management
Nebraska
$693K -$36.2K -215 -5%
FWCM
1244
Ferguson Wellman Capital Management
Oregon
$691K -$25.2K -150 -4%
NB
1245
Northwest Bancshares
Pennsylvania
$690K -$972K -5,775 -58%
MSA
1246
Marino Stram & Associates
Massachusetts
$690K +$21.1K +125 +3%
BCA
1247
Bay Colony Advisors
Massachusetts
$688K +$215K +1,275 +45%
LCM
1248
Liberty Capital Management
Michigan
$688K +$688K +4,087 New
OC
1249
Oakworth Capital
Alabama
$686K – – –
IAMOG
1250
Investors Asset Management of Georgia
Georgia
$684K -$16.8K -100 -2%
48 49
50
51 52