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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 %
DWM
1301
Defined Wealth Management
Oregon
$594K +$594K +3,525 New
ABTD
1302
Arvest Bank Trust Division
Oklahoma
$593K +$136K +810 +30%
TCMP
1303
Thrive Capital Management (Pennsylvania)
Pennsylvania
$591K +$591K +3,508 New
PFBT
1304
Parkside Financial Bank & Trust
Missouri
$590K +$99.8K +592 +20%
ML
1305
McAdam LLC
Pennsylvania
$587K +$20.2K +125 +4%
SC
1306
Savant Capital
Illinois
$586K -$24.2K -144 -4%
PIM
1307
Profit Investment Management
Maryland
$582K +$17.9K +106 +3%
KWMG
1308
King Wealth Management Group
Florida
$582K +$25.4K +151 +5%
HWA
1309
Heritage Wealth Advisors
Virginia
$581K +$6.91K +41 +1%
BDF
1310
Balasa Dinverno & Foltz
$579K +$206K +1,223 +55%
FMTC
1311
Farmers & Merchants Trust Company
California
$578K -$222K -1,318 -28%
AWA
1312
Arkadios Wealth Advisors
Georgia
$578K +$351K +2,087 +155%
RBC
1313
Roble Belko & Company
Pennsylvania
$577K – – –
TNAM
1314
Terra Nova Asset Management
New York
$577K +$577K +3,429 New
LFA
1315
Landmark Financial Advisors
Kentucky
$576K -$12.1K -75 -2%
MWM
1316
Maltin Wealth Management
New Jersey
$575K -$84.4K -501 -13%
IA
1317
IFG Advisors
Missouri
$575K +$3.37K +20 +0.6%
OPWM
1318
Oxinas Partners Wealth Management
Indiana
$575K +$575K +3,417 New
RGC
1319
Roberts, Glore & Co
Illinois
$574K -$8.41K -50 -1%
FA
1320
FMA Advisory
Pennsylvania
$574K +$28.3K +168 +5%
FHA
1321
Flagship Harbor Advisors
Massachusetts
$570K +$166K +985 +41%
DBG
1322
De Burlo Group
Massachusetts
$570K +$570K +3,389 New
TWI
1323
Thomas White International
Illinois
$568K – – –
NA
1324
Navellier & Associates
Nevada
$564K -$56.3K -334 -9%
BO
1325
Bank OZK
Arkansas
$563K -$42.1K -250 -7%
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