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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 %
RCA
1401
Ranch Capital Advisors
Florida
$473K -$2.86K -17 -0.6%
CAMG
1402
CWA Asset Management Group
Florida
$472K +$75.7K +449 +19%
RCG
1403
Rock Creek Group
District of Columbia
$472K +$221K +1,312 +88%
RFN
1404
RDA Financial Network
Iowa
$471K – – –
SFA
1405
Source Financial Advisors
New York
$470K +$470K +2,793 New
AWM
1406
Avior Wealth Management
Nebraska
$469K +$15.9K +95 +4%
NP
1407
NorthRock Partners
Minnesota
$467K +$7.08K +42 +2%
AWA
1408
Arete Wealth Advisors
Illinois
$466K -$33.5K -203 -7%
CFFP
1409
Center for Financial Planning
Michigan
$465K – – –
WA
1410
Wealth Alliance
New York
$464K -$498K -2,952 -52%
QCG
1411
Quadrant Capital Group
Ohio
$462K +$28.1K +167 +6%
TC
1412
Trust Company
Kansas
$460K -$23.6K -140 -5%
KTC
1413
Kistler-Tiffany Companies
Pennsylvania
$459K -$106K -630 -19%
ECM
1414
ExodusPoint Capital Management
New York
$456K -$3.29M -19,533 -88%
MHC
1415
Meyer Handelman Company
New York
$455K +$455K +2,700 New
RPWA
1416
Regent Peak Wealth Advisors
Georgia
$454K +$123K +729 +37%
AWM
1417
Accel Wealth Management
Iowa
$454K +$454K +2,697 New
CBT
1418
CoreFirst Bank & Trust
Kansas
$453K +$453K +2,688 New
DFG
1419
Demars Financial Group
Washington
$452K -$7.58K -45 -2%
W
1420
WealthStone
Ohio
$450K +$15.7K +93 +4%
SFSIG
1421
San Francisco Sentry Investment Group
California
$450K +$51.3K +305 +13%
NFG
1422
Nations Financial Group
Iowa
$448K -$39.4K -234 -8%
CSPAM
1423
Cary Street Partners Asset Management
Virginia
$448K +$448K +19,400 New
BI
1424
Blooom Inc
Kansas
$446K +$446K +2,639 New
FAM
1425
Formidable Asset Management
Ohio
$445K – – –
55 56
57
58 59