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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 %
EWP
1701
Engrave Wealth Partners
Texas
$206K -$1.39M -8,519 -87%
AIM
1702
Avity Investment Management
Connecticut
$206K -$42K -250 -17%
MMPW
1703
Mitchell McLeod Pugh & Williams
Alabama
$206K -$2.02K -12 -1%
FSA
1704
Fort Sheridan Advisors
Illinois
$204K +$204K +1,210 New
SFG
1705
Summit Financial Group
West Virginia
$203K -$18.8K -112 -8%
CTB
1706
Country Trust Bank
Illinois
$203K -$3.03K -18 -1%
SWMG
1707
Strategic Wealth Management Group
Maryland
$202K +$202K +1,197 New
EA
1708
Elm Advisors
California
$202K +$202K +1,200 New
CCM
1709
CAAS Capital Management
New York
$202K +$202K +1,200 New
SRC
1710
Sage Rhino Capital
California
$202K +$202K +1,201 New
WR
1711
WD Rutherford
Oregon
$200K +$200K +1,190 New
WP
1712
WealthPLAN Partners
Nebraska
$200K +$200K +1,236 New
AAP
1713
Arax Advisory Partners
Colorado
$199K +$4.37K +26 +2%
EFSCE
1714
Enterprise Financial Services Corp (EFSC)
Missouri
$198K +$8.62K +51 +5%
EIP
1715
Ellis Investment Partners
Pennsylvania
$193K +$15.7K +93 +9%
GIA
1716
Goodwin Investment Advisory
Georgia
$192K +$192K +1,141 New
EIM
1717
Essex Investment Management
Massachusetts
$191K -$484K -2,877 -72%
ADL
1718
Asset Dedication LLC
California
$190K -$847 -5 -0.4%
BFC
1719
Bedel Financial Consulting
Indiana
$187K +$6.72K +40 +4%
CHA
1720
Carmichael Hill & Associates
Maryland
$185K – – –
CCC
1721
Crescent Capital Consulting
Louisiana
$181K +$181K +1,069 New
KFI
1722
Key Financial Inc
Pennsylvania
$181K +$181K +1,072 New
APWM
1723
Atlas Private Wealth Management
New York
$178K +$33.9K +201 +24%
MG
1724
MilWealth Group
Wisconsin
$174K – – –
SIC
1725
Salem Investment Counselors
North Carolina
$174K +$57.4K +341 +49%
67 68
69
70 71