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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 %
BCA
1376
Berman Capital Advisors
Georgia
$495K +$17K +101 +4%
XSC
1377
X-Square Capital
Puerto Rico
$495K +$495K +2,940 New
ITIM
1378
Indiana Trust & Investment Management
Indiana
$492K -$50.5K -300 -9%
CF
1379
Corrigan Financial
Rhode Island
$491K – – –
APW
1380
Aurora Private Wealth
New Jersey
$491K +$178K +1,057 +57%
LFA
1381
Legacy Financial Advisors
Kentucky
$490K -$69.3K -411 -12%
1WA
1382
180 Wealth Advisors
Washington
$489K -$53.1K -340 -10%
WAM
1383
Weatherly Asset Management
California
$488K -$8.25K -49 -2%
CG
1384
Colony Group
Massachusetts
$486K -$2.65M -15,724 -84%
TFO
1385
Tarbox Family Office
California
$486K – – –
TCB
1386
Texas Capital Bancshares
Texas
$485K -$100K -597 -17%
B
1387
Bailard
California
$485K -$73.4K -436 -13%
CWA
1388
Choice Wealth Advisors
Maine
$485K +$485K +2,878 New
LWCFA
1389
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$484K – – –
SWM
1390
Salvus Wealth Management
New Jersey
$484K +$484K +3,054 New
CA
1391
Claro Advisors
Massachusetts
$483K -$34.4K -204 -7%
WSTAM
1392
Wilbanks Smith & Thomas Asset Management
Virginia
$482K +$14.3K +85 +3%
EWM
1393
EPG Wealth Management
Georgia
$480K +$3.03K +18 +0.6%
WFC
1394
Western Financial Corp
California
$480K +$480K +2,855 New
LSAG
1395
Lake Street Advisors Group
New Hampshire
$479K +$505 +3 +0.1%
CAG
1396
Csenge Advisory Group
Florida
$478K -$145K -861 -23%
AssetMark Inc
1397
AssetMark Inc
California
$477K -$9.09K -54 -2%
MBT
1398
Montecito Bank & Trust
California
$476K -$20.2K -120 -4%
SWM
1399
Segment Wealth Management
Texas
$476K +$168 +1 +0%
AS
1400
Altshuler Shaham
Israel
$476K +$469K +2,784 +6,327%
54 55
56
57 58