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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 %
MFGM
1451
Marshall Financial Group (Maryland)
Maryland
$412K +$412K +2,444 New
LA
1452
LVW Advisors
New York
$410K +$112K +664 +37%
NNP
1453
Nachman Norwood & Parrott
South Carolina
$408K +$7.74K +46 +2%
WWM
1454
Western Wealth Management
Colorado
$407K -$51.7K -307 -11%
3F
1455
360 Financial
Minnesota
$407K +$168 +1 +0%
CBT
1456
Central Bank & Trust
Kentucky
$407K +$149K +888 +58%
CWM
1457
Calamos Wealth Management
Illinois
$407K +$407K +2,419 New
Fidelity International
1458
Fidelity International
Bermuda
$406K -$16.2M -96,098 -98%
WRM
1459
Weybosset Research & Management
Rhode Island
$404K +$33.7K +200 +9%
CGA
1460
Crescent Grove Advisors
Illinois
$404K +$33.7K +200 +9%
JAM
1461
Jupiter Asset Management
United Kingdom
$403K -$41.9K -249 -9%
SAM
1462
SignalPoint Asset Management
Missouri
$403K – – –
NAM
1463
NTV Asset Management
West Virginia
$403K +$337 +2 +0.1%
VCM
1464
Versant Capital Management
Arizona
$402K -$13.6K -81 -3%
ALAM
1465
Asahi Life Asset Management
Japan
$401K -$152K -900 -27%
LWM
1466
Liberty Wealth Management
California
$401K -$101K -647 -20%
VI
1467
Versor Investments
New York
$401K -$70K -416 -15%
AFM
1468
Andesa Financial Management
Pennsylvania
$401K -$30.8K -182 -7%
BFA
1469
Beaumont Financial Advisors
Massachusetts
$401K +$28.3K +168 +8%
PAMP
1470
Polar Asset Management Partners
Ontario, Canada
$401K +$401K +2,381 New
FFG
1471
Frisch Financial Group
New York
$400K +$86K +511 +27%
AC
1472
Avestar Capital
New York
$399K +$399K +2,371 New
PCS
1473
Personal CFO Solutions
New Jersey
$394K +$5.05K +30 +1%
WP
1474
WealthShield Partners
North Carolina
$394K +$69K +409 +21%
CCIA
1475
Campbell & Co Investment Adviser
Maryland
$394K +$394K +2,341 New
57 58
59
60 61