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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 %
FPB
1626
First PREMIER Bank
South Dakota
$259K +$49.7K +295 +24%
JIC
1627
Joel Isaacson & Co
New York
$259K +$259K +1,536 New
TIA
1628
Tiemann Investment Advisors
California
$257K -$33.7K -200 -12%
NFG
1629
Nadler Financial Group
Illinois
$257K +$257K +1,526 New
CRC
1630
Curi RMB Capital
Illinois
$255K +$27.8K +165 +12%
CA
1631
Cornerstone Advisory
Maryland
$255K +$255K +1,512 New
CWP
1632
Concord Wealth Partners
Virginia
$255K +$255K +1,512 New
ACM
1633
AUA Capital Management
Pennsylvania
$254K +$1.35K +8 +0.5%
RC
1634
RBO & Co
California
$253K – – –
PCM
1635
Penserra Capital Management
California
$252K +$52.3K +312 +26%
WCM
1636
Wisconsin Capital Management
Wisconsin
$252K +$252K +1,495 New
BFPW
1637
BOK Financial Private Wealth
Colorado
$251K +$47.1K +280 +23%
WAG
1638
Winthrop Advisory Group
Massachusetts
$250K +$30.8K +183 +14%
DIM
1639
Delta Investment Management
California
$250K +$250K +1,487 New
WIC
1640
Whitegate Investment Counselors
New Hampshire
$247K +$33.7K +200 +16%
HIC
1641
Harvey Investment Company
Kentucky
$246K – – –
BCP
1642
Berkeley Capital Partners
Georgia
$246K +$246K +1,461 New
IFAM
1643
Institutional & Family Asset Management
Colorado
$245K -$15.8K -94 -6%
CFD
1644
Creative Financial Designs
Indiana
$245K +$168 +1 +0.1%
CWM
1645
Circle Wealth Management
New Jersey
$245K +$3.88K +23 +2%
NPA
1646
Nichols & Pratt Advisers
Massachusetts
$245K +$8.45K +50 +4%
QCIG
1647
Quad-Cities Investment Group
Iowa
$243K +$243K +1,443 New
AA
1648
AQR Arbitrage
Connecticut
$243K +$243K +1,463 New
TWA
1649
TCI Wealth Advisors
Arizona
$242K +$58.1K +344 +32%
NICM
1650
Neo Ivy Capital Management
New York
$242K +$242K +1,436 New
64 65
66
67 68