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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 %
RE
1551
RBC Europe
United Kingdom
$323K +$14.3K +85 +5%
AWE
1552
Avidian Wealth Enterprises
Texas
$321K +$54K +321 +20%
TI
1553
Truehand Inc
New Hampshire
$320K – – –
PCIA
1554
Prime Capital Investment Advisors
Kansas
$318K -$46.9K -279 -13%
ST
1555
Smithfield Trust
Pennsylvania
$318K -$22.4K -133 -7%
SCA
1556
STALEY CAPITAL ADVISERS
Pennsylvania
$317K – – –
ATC
1557
Adirondack Trust Company
New York
$316K +$1.55K +10 +0.5%
PM
1558
Parametrica Management
Hong Kong
$315K +$315K +1,871 New
AIP
1559
Almanack Investment Partners
Pennsylvania
$314K +$65.8K +391 +27%
CG
1560
Corundum Group
Colorado
$313K +$24.4K +145 +8%
MWM
1561
Mascoma Wealth Management
New Hampshire
$312K +$312K +1,850 New
SICM
1562
Sustainable Insight Capital Management
New York
$312K +$312K +1,854 New
SWM
1563
Sugarloaf Wealth Management
Georgia
$311K -$3.03K -18 -1%
CQS
1564
Credential Qtrade Securities
$310K +$15.2K +90 +5%
DIA
1565
Dana Investment Advisors
Wisconsin
$309K -$26.1K -155 -8%
S
1566
SimplyRich
California
$308K +$36.4K +216 +13%
Financial Engines Advisors
1567
Financial Engines Advisors
California
$307K -$25.4K -151 -8%
AWM
1568
Aries Wealth Management
Maine
$306K – – –
WAAG
1569
Wealth Alliance Advisory Group
Kansas
$306K +$306K +1,818 New
GH
1570
GAM Holding
Switzerland
$304K -$3.07M -18,171 -91%
Fayez Sarofim & Co
1571
Fayez Sarofim & Co
Texas
$304K +$304K +1,802 New
KA
1572
Kercheville Advisors
Texas
$303K +$303K +1,801 New
QCM
1573
Quantinno Capital Management
New York
$302K – – –
WSCM
1574
Wellington Shields Capital Management
New York
$302K +$5.06K +30 +2%
WWA
1575
WC Walker & Associates
California
$300K +$300K +1,870 New
61 62
63
64 65