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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 %
SYBT
326
Stock Yards Bank & Trust
Kentucky
$14.1M +$13M +76,282 +1,115%
CWP
327
Capital Wealth Planning
Florida
$14.1M +$31.3K +184 +0.2%
CA
328
CapWealth Advisors
Tennessee
$14M -$677K -3,982 -5%
JC
329
Jacobs & Co
California
$14M +$329K +1,935 +2%
RCYC
330
Richard C. Young & Co
Rhode Island
$13.9M +$607K +3,570 +5%
WWP
331
Waypoint Wealth Partners
California
$13.9M – – –
ISB
332
Iowa State Bank
Iowa
$13.9M -$125K -736 -0.9%
HIMCH
333
Hartford Investment Management Co (HIMCO)
Connecticut
$13.7M -$426K -2,504 -3%
DIA
334
Davidson Investment Advisors
Montana
$13.6M -$538K -3,163 -4%
LIM
335
Lathrop Investment Management
Arkansas
$13.6M -$515K -3,030 -4%
DWM
336
Doyle Wealth Management
Florida
$13.5M +$504K +2,966 +4%
PP
337
Palladium Partners
Virginia
$13.4M +$258K +1,516 +2%
Jennison Associates
338
Jennison Associates
New York
$13.4M -$5.96M -35,054 -31%
CA
339
Capitolis Advisors
New York
$13.3M – – –
FWIA
340
Fort Washington Investment Advisors
Ohio
$13.2M +$111K +651 +0.8%
SCA
341
Stillwater Capital Advisors
Pennsylvania
$13.2M +$170 +1 +0%
CA
342
Cornerstone Advisors
North Carolina
$13.2M – – –
CSS
343
Cubist Systematic Strategies
Connecticut
$13.1M -$2.14M -12,580 -14%
AAF
344
Andra AP-fonden
Sweden
$13M +$1.55M +9,100 +13%
II
345
IFM Investors
Australia
$13M +$1.47M +8,639 +13%
PI
346
PFS Investments
Georgia
$13M +$1.16M +6,834 +10%
GIA
347
Guyasuta Investment Advisors
Pennsylvania
$12.9M -$15.6K -92 -0.1%
Marshall Wace
348
Marshall Wace
United Kingdom
$12.9M +$9.83M +57,811 +316%
GCA
349
Greenwood Capital Associates
South Carolina
$12.9M +$1.77M +10,432 +16%
TH
350
TCTC Holdings
Texas
$12.7M -$321K -1,891 -2%
12 13
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