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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 %
MLICM
276
Metropolitan Life Insurance Company (MetLife)
New York
$19.1M -$988K -5,810 -5%
PI
277
PineBridge Investments
New York
$19M -$11M -64,683 -37%
BCWM
278
Bartlett & Co Wealth Management
Ohio
$19M +$6.12K +36 +0%
BC
279
Bartlett & Co
Ohio
$19M +$6.12K +36 +0%
GW
280
GW & Wade
Massachusetts
$18.9M +$505K +2,969 +3%
PAM
281
Panagora Asset Management
Massachusetts
$18.8M -$6.33M -37,234 -25%
ASC
282
Atalanta Sosnoff Capital
New York
$18.8M -$3.97M -23,326 -17%
Natixis Advisors
283
Natixis Advisors
Massachusetts
$18.8M +$1.67M +9,826 +10%
PWLP
284
Prio Wealth Limited Partnership
Massachusetts
$18.7M +$1.04M +6,146 +6%
PAS
285
Professional Advisory Services
Florida
$18.7M +$1.48M +8,685 +9%
X
286
Xponance
Pennsylvania
$18.5M +$81.9K +482 +0.4%
SFS
287
Sowell Financial Services
Arkansas
$18.4M +$1.71M +7,984 +10%
Neuberger Berman Group
288
Neuberger Berman Group
New York
$18.4M -$662K -3,970 -3%
FNF
289
Fidelity National Financial
Florida
$18.1M – – –
ZCM
290
Ziegler Capital Management
Illinois
$18.1M +$26.2K +154 +0.1%
MW
291
Marcum Wealth
Ohio
$18M +$740K +4,356 +4%
PFP
292
Pinnacle Financial Partners
Tennessee
$17.7M +$943K +5,545 +6%
ZAM
293
Zevin Asset Management
Massachusetts
$17.7M +$529K +3,110 +3%
ProShare Advisors
294
ProShare Advisors
Maryland
$17.7M +$1.54M +9,060 +10%
KAS
295
Kestra Advisory Services
Texas
$17.5M -$3.63M -21,362 -17%
SMDAM
296
Sumitomo Mitsui DS Asset Management
Japan
$17.5M +$1.67M +9,819 +11%
SGAM
297
Smith Group Asset Management
Texas
$17.4M +$14.2M +83,381 +446%
FCI
298
Financial Counselors Inc
Kansas
$17.3M +$453K +2,665 +3%
GC
299
Guggenheim Capital
Illinois
$17M +$673K +3,957 +4%
Calamos Advisors
300
Calamos Advisors
Illinois
$16.9M -$7.1M -41,743 -30%
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