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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 %
CBN
1426
Cadence Bank NA
Texas
$445K +$74.1K +440 +20%
CFS
1427
Cannon Financial Strategists
Georgia
$443K -$17.3K -103 -4%
CWM
1428
Cabot Wealth Management
Massachusetts
$442K -$16.8K -100 -4%
SW
1429
SteelPeak Wealth
California
$441K -$189K -1,120 -30%
PC
1430
Peavine Capital
Nevada
$438K – – –
DDC
1431
DF Dent & Co
Maryland
$436K – – –
RCM
1432
RB Capital Management
Nevada
$434K -$15.8K -94 -4%
CIC
1433
Chase Investment Counsel
Virginia
$433K -$35.3K -210 -8%
CCM
1434
Cribstone Capital Management
Maine
$432K +$1.85K +11 +0.4%
GHAM
1435
Gilman Hill Asset Management
Connecticut
$431K -$53K -315 -11%
PA
1436
Procyon Advisors
Connecticut
$431K +$133K +792 +45%
RCA
1437
Reitz Capital Advisors
Michigan
$430K -$21.7K -129 -5%
CPIG
1438
Chicago Partners Investment Group
Illinois
$428K +$99.8K +627 +30%
CWAG
1439
Compton Wealth Advisory Group
Virginia
$427K +$427K +2,536 New
GWM
1440
Gray Wealth Management
Maine
$424K +$26.4K +157 +7%
HPWM
1441
Highland Private Wealth Management
Washington
$422K -$12.7K -75 -3%
FBC
1442
Fairfield, Bush & Co
Connecticut
$421K – – –
ER
1443
Enlightenment Research
Florida
$421K +$33.7K +200 +9%
LCM
1444
Leisure Capital Management
California
$419K -$2.19M -13,000 -84%
LNB
1445
Ledyard National Bank
$419K -$27.8K -165 -6%
GM
1446
GeoWealth Management
Illinois
$419K +$419K +2,489 New
HKAM
1447
Horizon Kinetics Asset Management
New York
$418K -$401K -2,379 -49%
FMBTD
1448
First Midwest Bank Trust Division
Illinois
$418K +$33K +196 +9%
TCPWM
1449
Traverso Chambers Private Wealth Management
California
$414K +$168 +1 +0%
CCM
1450
Crossvault Capital Management
Texas
$413K – – –
56 57
58
59 60