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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
$8.81B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.32B
3
Korea Investment Corp
Korea Investment Corp
South Korea
$265M
4
UBS Group
UBS Group
Switzerland
$872M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$938M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$572M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.59B
3
Bank of America
Bank of America
North Carolina
$2.86B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.04B
5
Goldman Sachs
Goldman Sachs
New York
$411M
Name Holding Trade Value Shares
Change 		Shares
Change %
AJ
1901
Ashburton (Jersey)
Jersey
$10K – – –
DI
1902
Disciplined Investments
Oklahoma
$10K – – –
CA
1903
Centerpoint Advisors
Massachusetts
$10K +$10K +60 New
CMA
1904
Cedar Mountain Advisors
Oregon
$9K – – –
MFT
1905
Moisand Fitzgerald Tamayo
Florida
$9K – – –
ADIM
1906
Alpha DNA Investment Management
Maryland
$9K +$9K +55 New
EWM
1907
Endurance Wealth Management
Rhode Island
$8K – – –
HI
1908
Hoey Investments
Pennsylvania
$8K +$8K +45 New
FEG
1909
Financial Enhancement Group
Indiana
$8K +$8K +45 New
RDFA
1910
Ritter Daniher Financial Advisory
Ohio
$8K +$8K +50 New
HWM
1911
HighMark Wealth Management
Minnesota
$7K +$1.23K +7 +21%
WAS
1912
Winch Advisory Services
Wisconsin
$7K +$3.59K +21 +105%
TI
1913
tru Independence
Oregon
$6.86K -$268 -1,589 -4%
BHWM
1914
Bay Harbor Wealth Management
Maryland
$6K -$131K -828 -96%
JWA
1915
JFS Wealth Advisors
Pennsylvania
$6K +$6K +36 New
CWA
1916
Core Wealth Advisors
Florida
$5K – – –
ANBT
1917
American National Bank & Trust
Texas
$5K +$5K +30 New
CIA
1918
CSat Investment Advisory
Michigan
$4K -$607K -3,792 -99%
LAS
1919
Lloyd Advisory Services
Georgia
$4K -$159K -1,031 -98%
CCA
1920
Column Capital Advisors
Indiana
$4K -$3.69K -24 -48%
LWA
1921
Lowe Wealth Advisors
Maryland
$4K – – –
FWM
1922
Focused Wealth Management
New York
$4K – – –
BDWCC
1923
B&D White Capital Company
Texas
$4K +$4K +25 New
FI
1924
Fosun International
China
$3.34K +$713 +4,233 +27%
GC
1925
Globeflex Capital
California
$3K – – –
75 76
77
78 79