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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 %
FMP
1751
Financial Management Professionals
Texas
$131K +$169 +1 +0.1%
CB
1752
CNB Bank
Pennsylvania
$125K -$35.6K -211 -22%
ONST
1753
Old North State Trust
North Carolina
$123K -$128K -763 -51%
SAS
1754
Stelac Advisory Services
New York
$120K – – –
MF
1755
Manchester Financial
California
$116K – – –
EAM
1756
Erste Asset Management
Austria
$115K -$4.19M -24,775 -97%
CTFG
1757
Capstone Triton Financial Group
Oklahoma
$115K +$115K +683 New
CAM
1758
CenterStar Asset Management
Illinois
$114K -$404K – –
IWP
1759
IAG Wealth Partners
Wisconsin
$113K – – –
Jones Financial Companies
1760
Jones Financial Companies
Missouri
$113K +$113K +673 New
PS
1761
Planned Solutions
California
$112K – – –
D
1762
Diversified
Delaware
$108K +$108K +649 New
1IA
1763
1834 Investment Advisors
Wisconsin
$105K +$21K +125 +25%
MFM
1764
MD Financial Management
Ontario, Canada
$105K +$105K +624 New
MCM
1765
MV Capital Management
Maryland
$101K – – –
SQA
1766
Simon Quick Advisors
New Jersey
$101K +$61.8K +367 +158%
SBL
1767
Sargent Bickham Lagudis
Colorado
$99K +$169 +1 +0.2%
OSNBOA
1768
Old Second National Bank of Aurora
Illinois
$98K – – –
RA
1769
Reby Advisors
Connecticut
$97K +$97K +575 New
PH
1770
Pinnacle Holdings
Oklahoma
$96.3K +$35.4K +210 +58%
SIM
1771
Sonora Investment Management
Arizona
$95K +$12.3K +73 +15%
FFM
1772
Fullerton Fund Management
Singapore
$93K +$93K +550 New
FCFS
1773
First Command Financial Services
Texas
$92K +$27.8K +166 +43%
FCB
1774
First Command Bank
Texas
$92K +$27.8K +166 +43%
SIAG
1775
Safeguard Investment Advisory Group
California
$92K +$92K +550 New
69 70
71
72 73