UPS icon

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 %
TBA
351
Tower Bridge Advisors
Pennsylvania
$12.6M +$10.6M +62,285 +535%
GGS
352
Galvin Gaustad & Stein
Arizona
$12.5M -$283K -1,663 -2%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$12.5M -$442K -2,600 -3%
Nordea Investment Management
354
Nordea Investment Management
Sweden
$12.5M +$4.17M +24,736 +50%
RWP
355
RWA Wealth Partners
Massachusetts
$12.5M -$31.1K -183 -0.2%
RIG
356
RiverFront Investment Group
Virginia
$12.5M -$106K -622 -0.8%
CFG
357
Citizens Financial Group
Rhode Island
$12.4M -$44.4K -261 -0.4%
NAM
358
Nissay Asset Management
Japan
$12.4M -$177K -1,044 -1%
AIMCA
359
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.4M -$1.75M -10,300 -12%
IAA
360
Independent Advisor Alliance
North Carolina
$12.3M +$995K +5,851 +9%
TU
361
TDAM USA
Ontario, Canada
$12M -$245K -1,444 -2%
DBT
362
Dubuque Bank & Trust
Iowa
$12M -$441K -2,594 -4%
SPIA
363
Steward Partners Investment Advisory
New York
$12M +$3.37M +19,810 +39%
H
364
Hexavest
Quebec, Canada
$12M -$2.22M -13,049 -16%
MML Investors Services
365
MML Investors Services
Massachusetts
$12M -$1.56M -9,194 -12%
DCP
366
DSM Capital Partners
Florida
$12M +$10.3M +60,298 +594%
CAN
367
Cetera Advisor Networks
California
$11.9M +$733K +4,311 +7%
NCM
368
Noesis Capital Mangement
Florida
$11.9M +$214K +1,257 +2%
IMPI
369
Ilmarinen Mutual Pension Insurance
Finland
$11.9M – – –
AIM
370
Achmea Investment Management
Netherlands
$11.8M +$3.63M +21,344 +44%
BCI
371
Brinker Capital Investments
Pennsylvania
$11.7M +$4.87M +28,629 +71%
MAM
372
Madison Asset Management
Wisconsin
$11.7M +$349K +2,054 +3%
CWM
373
CIBC World Markets
New York
$11.7M -$10.7M -63,197 -48%
HNB
374
Huntington National Bank
Ohio
$11.6M -$180K -1,057 -2%
JWCA
375
J.W. Cole Advisors
Florida
$11.6M -$184K -1,080 -2%
13 14
15
16 17