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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 %
BWM
1476
Baystate Wealth Management
Massachusetts
$391K – – –
AC
1477
Alexandria Capital
Virginia
$391K – – –
MWA
1478
Meridian Wealth Advisors
Texas
$390K -$21.1K -125 -5%
GHA
1479
GW Henssler & Associates
Georgia
$389K +$4.04K +24 +1%
MIM
1480
MTM Investment Management
South Carolina
$389K +$389K +2,310 New
GC
1481
Grace Capital
Massachusetts
$387K +$118K +700 +44%
MCC
1482
Money Concepts Capital
Florida
$386K +$386K +2,293 New
RWI
1483
Red Wave Investments
Pennsylvania
$385K +$385K +2,285 New
SVWAG
1484
Sound View Wealth Advisors Group
Georgia
$384K +$1.18K +7 +0.3%
SAM
1485
Secure Asset Management
Michigan
$384K +$58.1K +345 +18%
GTAM
1486
Global Trust Asset Management
Florida
$383K – – –
UC
1487
Unio Capital
New Jersey
$382K -$97.6K -579 -20%
SWA
1488
Sutton Wealth Advisors
Florida
$381K +$2.19K +13 +0.6%
SAM
1489
Strategy Asset Managers
California
$381K -$34.7K -206 -8%
AWAP
1490
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$381K +$381K +2,262 New
BBA
1491
BLB&B Advisors
Pennsylvania
$380K +$59K +350 +18%
QI
1492
Qtron Investments
Massachusetts
$380K +$380K +2,255 New
MCM
1493
Maryland Capital Management
Maryland
$379K +$80.9K +480 +27%
DP
1494
Dearborn Partners
Illinois
$376K +$2.02K +12 +0.5%
MPCG
1495
Matrix Private Capital Group
New York
$375K +$375K +2,227 New
AWG
1496
Altus Wealth Group
Colorado
$375K +$375K +2,229 New
FHA
1497
First Horizon Advisors
Tennessee
$374K -$38.9K -232 -9%
AWM
1498
Absher Wealth Management
North Carolina
$372K -$4.04K -24 -1%
BMC
1499
Beaton Management Company
Massachusetts
$371K +$84.2K +500 +29%
CPIA
1500
Cornell Pochily Investment Advisors
New York
$370K -$2.02K -12 -0.5%
58 59
60
61 62