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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 %
SWA
1826
Safir Wealth Advisors
New Hampshire
$51K +$51K +300 New
FP
1827
Financial Perspectives
Minnesota
$49.3K +$6.74K +40 +16%
MLFP
1828
MPS Loria Financial Planners
Illinois
$49K +$16K +97 +49%
CL
1829
COWA LLC
Oklahoma
$49K +$49K +300 New
BSSFA
1830
Baron Silver Stevens Financial Advisors
Florida
$48K +$48K +289 New
MMG
1831
Monetary Management Group
Missouri
$47K +$8.36K +50 +22%
TFGT
1832
TS Financial Group (TSFG)
Illinois
$47K +$13.5K +81 +41%
BWM
1833
BerganKDV Wealth Management
Minnesota
$46K – – –
PA
1834
Perennial Advisors
New York
$46K +$46K +275 New
FPS
1835
Fieldpoint Private Securities
Connecticut
$46K +$46K +275 New
KC
1836
Kinloch Capital
Virginia
$44K +$44K +260 New
AIG
1837
American International Group
New York
$43.7K -$35 -210 -0.1%
COCM
1838
Charter Oak Capital Management
New Hampshire
$43K +$43K +257 New
DWP
1839
Destiny Wealth Partners
Florida
$43K +$43K +258 New
MIM
1840
Merrion Investment Management
New Jersey
$42K +$42K +250 New
HFA
1841
HC Financial Advisors
California
$41K – – –
PWMG
1842
Prestige Wealth Management Group
New Jersey
$41K +$1.17K +7 +3%
MA
1843
MCF Advisors
Kentucky
$40K -$13.6K -81 -25%
VCG
1844
Vantage Consulting Group
Virginia
$40K +$40K +236 New
AFS
1845
Annapolis Financial Services
Maryland
$40K +$40K +239 New
WOC
1846
West Oak Capital
California
$38K – – –
CH
1847
Canton Hathaway
Rhode Island
$38K – – –
ARMC
1848
American Research & Management Company
Massachusetts
$36K +$14.6K +86 +68%
LGA
1849
Lebenthal Global Advisors
New York
$36K +$36K +215 New
BWM
1850
Birchcreek Wealth Management
Ohio
$36K +$36K +219 New
72 73
74
75 76