UPS icon

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 %
PFSC
1501
Peoples Financial Services Corp
Pennsylvania
$369K +$14.8K +88 +4%
PWM
1502
Perigon Wealth Management
California
$368K +$126K +751 +52%
AMG
1503
Advisors Management Group
Wisconsin
$364K -$5.9K -35 -2%
KPCM
1504
Kings Point Capital Management
New York
$362K +$11.1K +66 +3%
CCA
1505
Childress Capital Advisors
Texas
$361K +$361K +2,141 New
LCWP
1506
Legacy Capital Wealth Partners
Arkansas
$361K +$361K +2,144 New
WWM
1507
Windsor Wealth Management
Indiana
$360K -$9.75K -58 -3%
VCP
1508
Vista Capital Partners
Oregon
$360K +$13.5K +80 +4%
ACP
1509
Arcus Capital Partners
Georgia
$360K +$360K +2,138 New
CT
1510
Cambridge Trust
Massachusetts
$359K +$5.05K +30 +1%
NEWAS
1511
N.E.W. Advisory Services
Wisconsin
$359K +$359K +2,130 New
PFA
1512
Pinnacle Family Advisors
Missouri
$357K +$38.1K +226 +12%
WP
1513
WMS Partners
Maryland
$357K +$80.8K +480 +29%
FSA
1514
Financial Sense Advisors
California
$357K +$105K +622 +41%
GKWIM
1515
Gerber Kawasaki Wealth & Investment Management
California
$357K +$357K +2,120 New
LSPW
1516
Lake Street Private Wealth
Illinois
$352K +$17.8K +106 +5%
LCM
1517
LVM Capital Management
Michigan
$349K – – –
RG
1518
Rikoon Group
New Mexico
$349K +$4.21K +25 +1%
BOPW
1519
Brandywine Oak Private Wealth
Pennsylvania
$349K +$59.4K +353 +20%
BBA
1520
Braun-Bostich & Associates
Pennsylvania
$347K -$6.9K -41 -2%
WG
1521
Winton Group
United Kingdom
$346K -$4.96M -29,415 -93%
RWM
1522
Ritholtz Wealth Management
New York
$346K +$53.7K +319 +18%
MFG
1523
Magnus Financial Group
New York
$344K +$63.7K +378 +23%
SAG
1524
Spotlight Asset Group
Illinois
$340K -$2.53K -15 -0.7%
GFP
1525
Gryphon Financial Partners
Ohio
$340K +$2.86K +17 +0.8%
59 60
61
62 63