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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 %
BCM
1576
Boltwood Capital Management
California
$299K – – –
IAS
1577
Investment Advisory Services
Texas
$299K +$1.52K +9 +0.5%
ECG
1578
Edge Capital Group
Georgia
$298K +$84.8K +504 +40%
QPWM
1579
Quadrant Private Wealth Management
Pennsylvania
$296K -$112K -667 -27%
PRWA
1580
Platte River Wealth Advisors
Colorado
$296K – – –
LA
1581
LexAurum Advisors
Kansas
$296K +$296K +1,755 New
TCBWMS
1582
Texas Capital Bank Wealth Management Services
Texas
$295K -$108K -643 -27%
TF
1583
TimeScale Financial
Massachusetts
$295K +$13.7K +81 +5%
CAG
1584
Crestwood Advisors Group
Massachusetts
$295K +$18.9K +112 +7%
Credit Agricole
1585
Credit Agricole
France
$294K -$9.44K -56 -3%
ACA
1586
Aptus Capital Advisors
Alabama
$292K +$292K +1,737 New
QWM
1587
Quaker Wealth Management
New Jersey
$291K +$291K +1,726 New
LNWTC
1588
Laird Norton Wetherby Trust Company
Washington
$291K +$291K +1,733 New
MFG
1589
MidWestOne Financial Group
Iowa
$290K – – –
VCM
1590
Vivaldi Capital Management
Illinois
$289K +$289K +1,714 New
EA
1591
Emerald Advisors
Washington
$288K +$288K +1,708 New
BCM
1592
Bayesian Capital Management
New York
$286K +$286K +1,700 New
EM
1593
ELCO Management
New York
$285K +$17.9K +106 +7%
VCM
1594
Vigilant Capital Management
Maine
$284K +$6.73K +40 +2%
PTP
1595
Platform Technology Partners
New York
$284K +$56K +332 +25%
DACS
1596
Dymon Asia Capital (Singapore)
Singapore
$284K +$284K +1,688 New
LS
1597
Leelyn Smith
Illinois
$283K -$1.62M -9,599 -85%
GI
1598
Gradient Investments
Minnesota
$283K -$7.84K -47 -3%
SFO
1599
Stokes Family Office
Louisiana
$283K +$50K +297 +21%
RB
1600
Renasant Bank
Mississippi
$283K +$283K +1,680 New
62 63
64
65 66