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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 %
LWM
1351
Lyell Wealth Management
California
$525K +$3.37K +20 +0.6%
PI
1352
Putnam Investments
Massachusetts
$524K -$206K -1,222 -28%
WSC
1353
Wellington Shields & Co
New York
$523K – – –
CCMG
1354
Clark Capital Management Group
Pennsylvania
$520K -$768K -4,563 -60%
CS
1355
Capital Square
Tennessee
$519K – – –
NB
1356
Nicolet Bankshares
Wisconsin
$516K -$29.4K -175 -5%
FMB
1357
Field & Main Bank
Kentucky
$514K +$15.2K +90 +3%
DC
1358
DeDora Capital
California
$513K -$7.4K -44 -1%
EGA
1359
E&G Advisors
Texas
$513K – – –
SIG
1360
Sargent Investment Group
Maryland
$513K +$185K +1,100 +56%
ESB
1361
Essex Savings Bank
Connecticut
$512K -$10.4K -62 -2%
YMRC
1362
Yorktown Management & Research Company
Virginia
$512K – – –
PFGIA
1363
Patriot Financial Group Insurance Agency
Massachusetts
$512K +$287K +1,706 +128%
MWM
1364
Mattern Wealth Management
Kansas
$510K +$74.4K +442 +17%
SRC
1365
Shufro Rose & Co
New York
$509K -$118K -700 -19%
MWM
1366
Mission Wealth Management
California
$506K +$72.1K +428 +17%
LIA
1367
Luken Investment Analytics
Tennessee
$506K +$506K +3,003 New
BFO
1368
Boston Family Office
Massachusetts
$505K -$364K -2,162 -42%
MJRIC
1369
Mogy Joel R Investment Counsel
California
$505K – – –
DFA
1370
Delta Financial Advisors
Louisiana
$504K -$43.4K -258 -8%
JWM
1371
Jeppson Wealth Management
California
$503K -$337 -2 -0.1%
UF
1372
Univest Financial
Pennsylvania
$502K -$112K -667 -18%
AFP
1373
Ausdal Financial Partners
Iowa
$502K +$23.6K +145 +5%
FCMC
1374
Founders Capital Management (Connecticut)
Connecticut
$501K – – –
WCG
1375
Weaver Consulting Group
California
$497K +$334K +1,984 +205%
53 54
55
56 57