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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 %
FFG
1801
Fortem Financial Group
California
$67K +$67K +400 New
MAM
1802
Marquette Asset Management
Minnesota
$66K – – –
BFG
1803
Baron Financial Group
New Jersey
$65.7K – – –
MIM
1804
Macroview Investment Management
Maryland
$65K – – –
CWC
1805
Carolinas Wealth Consulting
North Carolina
$65K +$36.2K +215 +126%
WPA
1806
West Paces Advisors
Georgia
$64.8K – – –
GLLW
1807
Graves Light Lenhart Wealth
Virginia
$63K +$63K +376 New
FFC
1808
First Financial Corp
Indiana
$61K -$5.88K -35 -9%
RFA
1809
Reilly Financial Advisors
California
$61K – – –
HIM
1810
Hillsdale Investment Management
Ontario, Canada
$61K – – –
HFS
1811
HBC Financial Services
Washington
$61K +$8.14K +51 +15%
CAL
1812
Capital Advisors Ltd
Ohio
$60K – – –
APWA
1813
Atlas Private Wealth Advisors
New Jersey
$60K +$10.8K +64 +22%
TAM
1814
Tucker Asset Management
Colorado
$59.3K +$59.3K +352 New
JFA
1815
JNBA Financial Advisors
Minnesota
$59K – – –
CIA
1816
Cascade Investment Advisors
Oregon
$58.9K – – –
AP
1817
Arlington Partners
Alabama
$58K – – –
TWM
1818
Tradition Wealth Management
Minnesota
$58K +$58K +344 New
MRCM
1819
M&R Capital Management
New Jersey
$57K – – –
FWM
1820
FSA Wealth Management
Massachusetts
$56K +$56K +335 New
WEC
1821
Winslow Evans & Crocker
Massachusetts
$54K – – –
KC
1822
Knuff & Co
California
$53K +$53K +317 New
MWC
1823
MBM Wealth Consultants
Missouri
$52K – – –
CPA
1824
Cowen Prime Advisors
New York
$51K -$133K -780 -72%
SIA
1825
Sit Investment Associates
Minnesota
$51K – – –
71 72
73
74 75