UPS icon

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 %
SAM
1326
Summit Asset Management
Tennessee
$563K – – –
SLF
1327
Sun Life Financial
Ontario, Canada
$562K -$53K -315 -9%
SP
1328
Successful Portfolios
Florida
$562K – – –
TA
1329
Tiedemann Advisors
New York
$562K +$247K +1,466 +79%
RCAG
1330
Rehmann Capital Advisory Group
Michigan
$561K +$16.2K +96 +3%
RHFI
1331
Reilly Herbert Faulkner III
$559K – – –
DTC
1332
Davidson Trust Company
Washington
$558K -$61.4K -366 -10%
AAM
1333
Aureus Asset Management
Massachusetts
$557K -$9.1K -54 -2%
BONST
1334
Bank of Nova Scotia Trust
Ontario, Canada
$554K -$16K -95 -3%
CA
1335
Capital Advantage
California
$553K +$14.7K +91 +3%
GAM
1336
Grandview Asset Management
Pennsylvania
$549K +$549K +3,257 New
RWA
1337
Redhawk Wealth Advisors
Minnesota
$546K -$12.6K -75 -2%
NC
1338
NovaPoint Capital
Georgia
$546K -$673 -4 -0.1%
CWG
1339
Cornerstone Wealth Group
North Carolina
$545K +$7.57K +45 +1%
PWAP
1340
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$545K +$25.6K +152 +5%
FMLI
1341
Fukoku Mutual Life Insurance
Japan
$539K – – –
KPW
1342
Kore Private Wealth
New York
$537K +$24.3K +144 +5%
VAM
1343
Verity Asset Management
North Carolina
$533K -$6.57K -39 -1%
CFGS
1344
Concourse Financial Group Securities
Alabama
$532K -$35.9K -213 -6%
OWA
1345
Octavia Wealth Advisors
Ohio
$532K +$532K +3,158 New
LB
1346
Leo Brokerage
Texas
$530K +$530K +3,148 New
MF
1347
Montis Financial
Massachusetts
$530K +$530K +3,359 New
CAS
1348
Coppell Advisory Solutions
Texas
$529K +$529K +3,141 New
SXL
1349
Summit X LLC
Missouri
$527K -$266K -1,585 -34%
GCM
1350
Gladius Capital Management
Illinois
$526K +$237K +1,407 +82%
52 53
54
55 56