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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 %
DOA
1851
D'Orazio & Associates
Virginia
$35K +$18.2K +108 +108%
MAM
1852
McCarthy Asset Management
California
$35K +$35K +210 New
MWP
1853
Meridian Wealth Partners
Pennsylvania
$34K +$3.03K +18 +10%
WFA
1854
West Financial Advisors
Iowa
$34K +$34K +200 New
TFIPS
1855
Towarzystwo Funduszy Inwestycyjnych PZU SA
$33.7K +$33.7K +200 New
FRA
1856
Front Row Advisors
California
$31K – – –
TSW
1857
Thompson Siegel & Walmsley
Virginia
$29K – – –
RIA
1858
RPG Investment Advisory
California
$29K – – –
IA
1859
Inspire Advisors
Idaho
$29K +$29K +171 New
OIM
1860
Oder Investment Management
California
$29K +$29K +175 New
PCA
1861
Providence Capital Advisors
North Carolina
$28K -$1.98M -11,941 -99%
WLPWM
1862
Walled Lake Planning & Wealth Management
Illinois
$28K -$3.52K -21 -11%
JWM
1863
Janiczek Wealth Management
Colorado
$28K +$19.9K +117 +244%
IAS
1864
IMA Advisory Services
Colorado
$26K – – –
CFN
1865
Cordasco Financial Network
Florida
$26K – – –
Simplex Trading
1866
Simplex Trading
Illinois
$25K -$232K -1,393 -90%
AIM
1867
Arcadia Investment Management
Michigan
$25K -$100K -600 -80%
AA
1868
AlphaMark Advisors
Kentucky
$25K – – –
CFO
1869
CVA Family Office
Colorado
$25K +$1.49K +9 +6%
JMF
1870
Johnson Midwest Financial
Iowa
$23K +$23K +134 New
HR
1871
Howe & Rusling
New York
$23K +$23K +139 New
KFS
1872
Kelly Financial Services
Massachusetts
$22.7K +$21.5K +128 +1,829%
TCWA
1873
Ten Capital Wealth Advisors
Washington
$22K +$22K +128 New
RWB
1874
RMR Wealth Builders
New Jersey
$21K +$21K +125 New
ICP
1875
Interchange Capital Partners
Pennsylvania
$20K +$20K +123 New
73 74
75
76 77