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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 %
AWM
301
AE Wealth Management
Kansas
$16.7M -$1.32M -7,779 -7%
Brown Advisory
302
Brown Advisory
Maryland
$16.5M +$8.39M +49,344 +104%
GGI
303
Godsey & Gibb Inc
Virginia
$16.2M +$284K +1,671 +2%
PA
304
Pinnacle Associates
New York
$15.9M -$22.6K -133 -0.1%
VW
305
Vantage Wealth
California
$15.8M +$204K +1,200 +1%
MOACM
306
Mutual of America Capital Management
New York
$15.8M +$504K +2,966 +3%
DCM
307
Dupont Capital Management
Delaware
$15.8M -$3.7M -21,763 -19%
MIM
308
Marco Investment Management
Georgia
$15.7M -$228K -1,340 -1%
KCM
309
Kornitzer Capital Management
Kansas
$15.5M +$207K +1,218 +1%
CB
310
Commerce Bank
Missouri
$15.4M +$896K +5,273 +6%
DDPIC
311
Deroy & Devereaux Private Investment Counsel
Michigan
$15.3M -$12.6K -74 -0.1%
COPPSERS
312
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.3M +$105K +619 +0.7%
GIP
313
Greatmark Investment Partners
Georgia
$15.3M -$504K -2,962 -3%
BHWM
314
Bar Harbor Wealth Management
New Hampshire
$15.2M -$12.6K -74 -0.1%
BCP
315
Blue Chip Partners
Michigan
$15.2M -$146K -861 -1%
VV
316
Verity & Verity
South Carolina
$15M +$364K +1,840 +2%
BCM
317
Bridgeway Capital Management
Texas
$14.9M -$2.01M -11,850 -12%
HIMC
318
Heritage Investors Management Corp
Maryland
$14.9M -$37.7K -222 -0.3%
FSA
319
Franklin Street Advisors
North Carolina
$14.8M -$205K -1,204 -1%
MFA
320
Mayflower Financial Advisors
Massachusetts
$14.5M +$13.9K +82 +0.1%
GC
321
Grimes & Company
Massachusetts
$14.4M +$86.9K +511 +0.6%
PAG
322
Private Advisor Group
New Jersey
$14.4M -$526K -3,093 -4%
TYCC
323
Texas Yale Capital Corp
Florida
$14.3M – – –
AHB
324
Abner Herrman & Brock
New Jersey
$14.2M +$3.61M +21,252 +34%
SGK
325
Steigerwald Gordon & Koch
Virginia
$14.2M +$81.1K +477 +0.6%
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