UPS icon

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 %
TFM
1776
TFC Financial Management
Massachusetts
$89K -$33.8K -200 -28%
SN
1777
Sittner & Nelson
Oregon
$88K +$88K +523 New
BSG
1778
Black Swift Group
Colorado
$87K +$87K +514 New
EWM
1779
Edge Wealth Management
New York
$86K -$17.4K -103 -17%
SIS
1780
Sound Income Strategies
Florida
$85K – – –
TC
1781
Tacita Capital
Ontario, Canada
$85K +$85K +505 New
PO
1782
Private Ocean
California
$84K +$169 +1 +0.2%
FFA
1783
Freedman Financial Associates
Massachusetts
$84K +$84K +500 New
LFG
1784
Larson Financial Group
Missouri
$83K – – –
GFPC
1785
Global Financial Private Client
Florida
$82.5K +$1.01K +6 +1%
HDIM
1786
Hanson & Doremus Investment Management
Vermont
$81K – – –
TFA
1787
Toth Financial Advisory
Virginia
$81K +$167 +1 +0.2%
TIAM2
1788
Tru Independence Asset Management 2
Oregon
$80K +$80K +478 New
MAWCM
1789
Mine & Arao Wealth Creation & Management
California
$79K +$168 +1 +0.2%
CDIA
1790
Capital Directions Investment Advisors
Georgia
$78K +$21.1K +125 +37%
SB
1791
Strategic Blueprint
Georgia
$75K -$94.5K -558 -56%
GAM
1792
Gemmer Asset Management
California
$74K – – –
RIM
1793
Rockbridge Investment Management
New York
$72K – – –
LWA
1794
Lenox Wealth Advisors
New York
$70K +$168 +1 +0.2%
FCM
1795
Firestone Capital Management
Florida
$70K +$2.53K +15 +4%
TCM
1796
TD Capital Management
Tennessee
$69K +$506 +3 +0.7%
NFSG
1797
Newbridge Financial Services Group
Florida
$68K -$23.2K -137 -25%
EI
1798
Ellevest Inc
New York
$68K +$23.1K +137 +52%
FA
1799
Financial Advantage
Maryland
$67K – – –
FPFS
1800
First Personal Financial Services
North Carolina
$67K – – –
70 71
72
73 74