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United Parcel Service
UPS

1,940 hedge funds and large institutions have $82.3B invested in United Parcel Service in 2020 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 738 increasing their positions, 730 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 280 | Existing positions closed: 97

18% more call options, than puts

Call options by funds: $2.14B | Put options by funds: $1.81B

9% more funds holding

Funds holding: 1,787 → 1,940 (+153)

1% more capital invested

Capital invested by funds: $81.3B → $82.3B (+$1.05B)

1% more repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 730

1.03% less ownership

Funds ownership: 69.1% → 68.06% (-1%)

23% less funds holding in top 10

Funds holding in top 10: 104 → 80 (-24)

Holders
1,940
Holders Change
+153
Holders Change %
+8.56%
% of All Funds
34.33%
Holding in Top 10
80
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-23.08%
% of All Funds
1.42%
New
280
Increased
738
Reduced
730
Closed
97
Calls
$2.14B
Puts
$1.81B
Net Calls
+$328M
Net Calls Change
-$259M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$382M
3
Korea Investment Corp
Korea Investment Corp
South Korea
+$193M
4
UBS Group
UBS Group
Switzerland
+$137M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$128M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$588M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$352M
3
Bank of America
Bank of America
North Carolina
-$316M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$263M
5
Goldman Sachs
Goldman Sachs
New York
-$242M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
1676
Wealthquest
Ohio
$231K +$232K +1,376 New
AL
1677
Aspiriant LLC
California
$230K -$549K -3,254 -70%
PCG
1678
Private Capital Group
Connecticut
$230K -$4.56K -27 -2%
BHBT
1679
Burke & Herbert Bank & Trust
Virginia
$229K -$122K -725 -35%
HFP
1680
Holistic Financial Partners
Indiana
$228K +$8.44K +50 +4%
LIA
1681
LBMC Investment Advisors
Tennessee
$228K +$11.8K +70 +5%
WMA
1682
Wealth Management Associates
New Jersey
$228K +$338 +2 +0.1%
EB
1683
Eastern Bank
Massachusetts
$227K – – –
ROTUOC
1684
Regents of the University of California
California
$227K – – –
TWM
1685
Titus Wealth Management
California
$225K +$10.8K +64 +5%
FWM
1686
Fairhaven Wealth Management
Illinois
$225K +$226K +1,337 New
SIM
1687
SSI Investment Management
California
$224K +$224K +1,329 New
MMM
1688
Mendel Money Management
Illinois
$222K – – –
WCF
1689
West Coast Financial
California
$221K +$222K +1,313 New
PB
1690
Pinnacle Bancorp
Nebraska
$220K – – –
VIM
1691
Vista Investment Management
Pennsylvania
$219K +$844 +5 +0.4%
TFA
1692
Trinity Financial Advisors
Ohio
$219K +$219K +1,300 New
DJSG
1693
D.J. St. Germain
Massachusetts
$218K – – –
MFW
1694
Meristem Family Wealth
Minnesota
$217K +$10.3K +61 +5%
ACM
1695
Advisors Capital Management
New Jersey
$217K +$218K +1,294 New
MWPCG
1696
Measured Wealth Private Client Group
New Hampshire
$213K -$73.6K -436 -26%
AFAS
1697
Acorn Financial Advisory Services
Virginia
$213K +$1.69K +10 +0.8%
DCM
1698
Driehaus Capital Management
Illinois
$213K +$213K +1,264 New
WBC
1699
West Branch Capital
Massachusetts
$212K -$54.7K -324 -20%
OWA
1700
Opal Wealth Advisors
New York
$212K +$213K +1,260 New
66 67
68
69 70

UPS Hedge Fund Activity: Q4 2020 in Review

1,940 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q4 2020, worth a combined $82.3B — up 1.3% from $81.3B a quarter earlier.

Buyers outnumbered sellers: 280 funds opened new UPS positions and 97 closed out — a net gain of 183 holders — while 738 added to existing stakes and 730 trimmed.

The largest buyer was BlackRock, adding an estimated $1.31B. The largest seller was Capital World Investors, cutting an estimated $588M.

  • 1,940 institutional investors held United Parcel Service (UPS) as of Q4 2020, up from 1,787 in Q3 2020.
  • Funds reported $82.3B of United Parcel Service stock for Q4 2020, up 1.3% quarter-over-quarter.
  • 280 funds opened new United Parcel Service positions in Q4 2020 and 97 closed out, a net change of +183 holders.
  • The largest United Parcel Service buyer in Q4 2020 was BlackRock, an estimated $1.31B added.
  • The largest United Parcel Service seller in Q4 2020 was Capital World Investors, an estimated $588M sold.

Based on aggregated 13F filings for Q4 2020.