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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 %
BEAM
1276
Baker Ellis Asset Management
Washington
$633K -$8.42K -50 -1%
CCM
1277
Coldstream Capital Management
Washington
$633K +$218K +1,292 +52%
MFG
1278
Menard Financial Group
Texas
$628K +$63.5K +377 +11%
FG
1279
Fiduciary Group
Georgia
$627K +$487 +3 +0.1%
FCFC
1280
First Commonwealth Financial Corp
Pennsylvania
$625K +$82.5K +490 +15%
IB
1281
Intrust Bank
Kansas
$624K -$183K -1,084 -23%
VNA
1282
Valley National Advisers
Pennsylvania
$623K -$7.92K -47 -1%
CAGAS
1283
Capital Advisory Group Advisory Services
Minnesota
$621K +$88.5K +526 +17%
BB
1284
Busey Bank
Illinois
$620K -$123K -730 -17%
RWA
1285
Ropes Wealth Advisors
Massachusetts
$620K +$96.8K +575 +18%
MMHP
1286
Murphy Middleton Hinkle & Parker
Georgia
$619K +$168 +1 +0%
GI
1287
Glovista Investments
New Jersey
$618K +$33.7K +200 +6%
O
1288
Ossiam
France
$616K -$5.07M -30,064 -89%
BL
1289
Balentine LLC
Georgia
$615K +$44.3K +263 +8%
CA
1290
Corrado Advisors
New Jersey
$614K – – –
GEA
1291
Glen Eagle Advisors
New Jersey
$612K -$46K -273 -7%
BPC
1292
Banque Pictet & Cie
Switzerland
$610K -$124K -738 -17%
GA
1293
GoalVest Advisory
New York
$608K +$608K +3,609 New
IWP
1294
Icon Wealth Partners
Texas
$601K -$2.65M -15,733 -82%
PIM
1295
Perpetual Investment Management
Australia
$601K +$601K +3,616 New
BDWM
1296
Brewin Dolphin Wealth Management
Ireland
$599K -$45.5K -270 -7%
BC
1297
Burney Company
Virginia
$598K -$1.18K -7 -0.2%
BSB
1298
Bangor Savings Bank
Maine
$596K -$129K -767 -18%
AWMT
1299
AAFMAA Wealth Management & Trust
North Carolina
$596K +$596K +3,542 New
FLI
1300
Family Legacy Inc
South Carolina
$595K -$33.7K -200 -5%
50 51
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