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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 %
QCM
1251
Quest Capital Management
Texas
$683K -$288K -1,709 -30%
EFS
1252
Essex Financial Services
Connecticut
$683K -$52.2K -310 -7%
AFWM
1253
AMJ Financial Wealth Management
Virginia
$677K +$11.1K +66 +2%
ED
1254
Exane Derivatives
France
$672K +$548K +3,252 +441%
P
1255
Pitcairn
Pennsylvania
$671K -$3.87K -23 -0.6%
RI
1256
Ridgewood Investments
New Jersey
$670K – – –
DAM
1257
Diamant Asset Management
Connecticut
$669K – – –
OPS
1258
Orion Portfolio Solutions
Nebraska
$668K -$47.1K -280 -7%
RIA
1259
Regal Investment Advisors
Michigan
$665K +$665K +3,947 New
B
1260
Brightworth
Georgia
$660K +$102K +605 +18%
EWA
1261
ERTS Wealth Advisors
Michigan
$657K -$18.2K -108 -3%
CPSC
1262
Carl P. Sherr & Co
Massachusetts
$657K -$17.2K -102 -3%
SWA
1263
SFMG Wealth Advisors
Texas
$654K +$302K +1,791 +86%
SG
1264
Swarthmore Group
Pennsylvania
$653K +$653K +3,875 New
GSWM
1265
Golden State Wealth Management
California
$652K +$427K +2,537 +190%
STB
1266
S&T Bank
Pennsylvania
$652K +$446K +2,646 +216%
PK
1267
Pflug Koory
Nebraska
$651K -$4.21K -25 -0.6%
SAM
1268
S.A. Mason
Michigan
$649K -$16.8K -100 -3%
MCCP
1269
Mission Creek Capital Partners
California
$648K – – –
CNFG
1270
Creegan & Nassoura Financial Group
New Hampshire
$644K +$168 +1 +0%
MIG
1271
McGuire Investment Group
Rhode Island
$642K – – –
KFA
1272
Krane Funds Advisors
New York
$642K +$231K +1,371 +56%
BSA
1273
Braun Stacey Associates
New York
$642K +$642K +3,814 New
FCMT
1274
Founders Capital Management (Texas)
Texas
$642K +$642K +3,815 New
SCI
1275
Stableford Capital II
Arizona
$638K +$638K +3,791 New
49 50
51
52 53