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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 %
MKC
1601
M. Kraus & Co
Vermont
$282K +$282K +1,672 New
CCA
1602
Cobblestone Capital Advisors
New York
$279K +$3.03K +18 +1%
BTWM
1603
Baker Tilly Wealth Management
Wisconsin
$278K +$278K +1,650 New
MAM
1604
MMA Asset Management
Pennsylvania
$278K +$278K +1,651 New
TF
1605
Trek Financial
Arizona
$276K +$276K +1,637 New
AWP
1606
Abacus Wealth Partners
California
$275K +$275K +1,634 New
GSEP
1607
Golden State Equity Partners
California
$275K +$275K +1,636 New
AP
1608
Advisors Preferred
Maryland
$274K -$105K -643 -28%
CCM
1609
Compton Capital Management
Rhode Island
$272K – – –
BFA
1610
Bragg Financial Advisors
North Carolina
$271K -$19.4K -115 -7%
SNBOSD
1611
Security National Bank of So Dak
Iowa
$271K – – –
PSP
1612
Principal Street Partners
Tennessee
$270K -$148K -880 -35%
CFC
1613
Coyle Financial Counsel
Illinois
$270K +$5.9K +35 +2%
LJHT
1614
Laurie J. Hall Trustee
$269K – – –
LWM
1615
Laidlaw Wealth Management
New York
$269K +$269K +1,599 New
GBBWRPM
1616
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$268K +$63.5K +377 +31%
PWC
1617
PYA Waltman Capital
Tennessee
$265K – – –
ME
1618
McIlrath & Eck
Washington
$265K +$35.6K +212 +16%
CFA
1619
CWS Financial Advisors
Michigan
$264K +$39.3K +233 +17%
ECM
1620
Elgethun Capital Management
South Dakota
$263K +$263K +1,560 New
MCWS
1621
McKinley Carter Wealth Services
West Virginia
$263K +$263K +1,562 New
FCA
1622
FinTrust Capital Advisors
South Carolina
$261K +$57.2K +340 +28%
TNBTD
1623
Trustmark National Bank Trust Department
Mississippi
$261K +$261K +1,552 New
SPI
1624
Santori & Peters Inc
Pennsylvania
$259K -$122K -772 -32%
WP
1625
WealthSource Partners
California
$259K +$6.9K +41 +3%
63 64
65
66 67