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United Parcel Service
UPS

Overview Fund Activity

1,956 hedge funds and large institutions have $84B invested in United Parcel Service in 2021 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 817 increasing their positions, 731 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,956
Holders Change
+22
Holders Change %
+1.14%
% of All Funds
34.44%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.2%
New
153
Increased
817
Reduced
731
Closed
115
Calls
$2.51B
Puts
$1.97B
Net Calls
+$539M
Net Calls Change
+$212M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$978M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$862M
3
Ameriprise
Ameriprise
Minnesota
+$291M
4
BlackRock
BlackRock
New York
+$287M
5
Invesco
Invesco
Georgia
+$239M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$985M
2
Charles Schwab
Charles Schwab
California
-$647M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$575M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$293M
5
Franklin Resources
Franklin Resources
California
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
226
DnB Asset Management
Norway
$26.6M +$2.77M +16,318 +12%
PFM
227
Parsec Financial Management
North Carolina
$26.4M -$543K -3,195 -2%
SC
228
Scotia Capital
Ontario, Canada
$26.4M -$2.46M -14,484 -9%
BAAM
229
Baker Avenue Asset Management
California
$26.2M +$569K +3,350 +2%
ACM
230
Argent Capital Management
Missouri
$26.2M +$6.54M +38,476 +33%
SIC
231
Schwartz Investment Counsel
Michigan
$26.2M – – –
UCFA
232
United Capital Financial Advisors
Texas
$25.9M -$1.31M -7,710 -5%
OAM
233
Oppenheimer Asset Management
New York
$25.3M +$3.64M +21,393 +17%
BCIM
234
British Columbia Investment Management
British Columbia, Canada
$25.2M -$368K -2,163 -1%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$25M +$1.7M +10,012 +7%
ACI
236
Alpha Cubed Investments
California
$25M -$294K -1,732 -1%
BPB
237
Badgley, Phelps & Bell
Washington
$24.9M -$953K -5,606 -4%
KIA
238
KCM Investment Advisors
California
$24.7M +$1.33M +7,847 +6%
CIA
239
Capital Investment Advisors
Georgia
$24.3M -$10.7K -63 -0%
Teacher Retirement System of Texas
240
Teacher Retirement System of Texas
Texas
$24.3M -$6.24M -36,732 -20%
WPC
241
Waters Parkerson & Co
Louisiana
$24.2M +$189K +1,114 +0.8%
Bank of Nova Scotia
242
Bank of Nova Scotia
Ontario, Canada
$23.8M +$2.29M +13,484 +11%
CS
243
Candriam SCA
Luxembourg
$23.8M – – –
GIBU
244
Gulf International Bank (UK)
United Kingdom
$23.7M -$2.69M -15,833 -10%
AI
245
Accredited Investors
Minnesota
$23.6M -$31.6K -186 -0.1%
UB
246
UMB Bank
Missouri
$23.6M +$974K +5,727 +4%
URS
247
Utah Retirement Systems
Utah
$23.4M -$1.04M -6,100 -4%
VMPIC
248
Varma Mutual Pension Insurance Co
Finland
$22.9M +$3.4M +20,000 +17%
Los Angeles Capital Management
249
Los Angeles Capital Management
California
$22.7M -$7.63M -44,891 -25%
MSL
250
Mackay Shields LLC
New York
$22.7M -$15M -88,146 -40%
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