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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 %
HWM
1526
Hohimer Wealth Management
Washington
$339K -$980K -5,826 -74%
SFA
1527
Stewardship Financial Advisors
Georgia
$339K – – –
BA
1528
Bluesphere Advisors
Pennsylvania
$338K +$338K +2,012 New
PCC
1529
Park Circle Company
Maryland
$337K – – –
RP
1530
Rice Partnership
Hawaii
$337K – – –
AB
1531
Atlas Brown
Kentucky
$336K +$1.35K +8 +0.4%
RMDI
1532
R.M. Davis Inc
Maine
$336K +$68.4K +406 +26%
AG
1533
AIA Group
Hong Kong
$335K +$335K +2,099 New
PG
1534
Pendal Group
Australia
$334K +$334K +1,982 New
CYG
1535
Clean Yield Group
Vermont
$333K -$3.87K -23 -1%
EWA
1536
Encompass Wealth Advisors
Oregon
$333K +$333K +1,975 New
FHC
1537
First Heartland Consultants
Missouri
$331K +$331K +1,968 New
PCP
1538
Proficio Capital Partners
Massachusetts
$329K -$9.93K -59 -3%
DBIA
1539
Dumont & Blake Investment Advisors
New Jersey
$327K -$9.27K -55 -3%
SCA
1540
Stuart Chaussee & Associates
California
$327K – – –
NEAM
1541
New England Asset Management
Connecticut
$327K – – –
BFA
1542
Benedict Financial Advisors
Georgia
$327K +$1.18K +7 +0.4%
PPSG
1543
Princeton Portfolio Strategies Group
New Jersey
$326K – – –
LB
1544
Legacy Bridge
Iowa
$326K – – –
GDP
1545
Great Diamond Partners
Maine
$326K +$85.3K +507 +35%
AIIMS
1546
Analyst IMS Investment Management Services
Israel
$325K -$20.2K -120 -6%
SWIG
1547
Strategic Wealth Investment Group
Kentucky
$325K -$18K -107 -5%
MCM
1548
McRae Capital Management
New Jersey
$324K +$504 +3 +0.2%
AFA
1549
Atlanta Financial Associates
Georgia
$323K – – –
BCA
1550
Bray Capital Advisors
Florida
$323K +$842 +5 +0.3%
60 61
62
63 64