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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 %
BF
376
BOK Financial
Oklahoma
$11.6M -$409K -2,405 -3%
FNBOO
377
First National Bank of Omaha
Nebraska
$11.6M -$140K -824 -1%
Public Sector Pension Investment Board (PSP Investments)
378
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.6M +$2.02M +11,870 +21%
SFM
379
Stack Financial Management
Montana
$11.5M +$11.5M +67,922 New
CIBC Asset Management
380
CIBC Asset Management
Ontario, Canada
$11.5M -$123K -724 -1%
Mirae Asset Global Investments
381
Mirae Asset Global Investments
South Korea
$11.5M +$1.5M +8,846 +15%
RJT
382
Raymond James Trust
Florida
$11.4M -$1.42M -8,351 -11%
WF
383
Welch & Forbes
Massachusetts
$11.4M -$315K -1,854 -3%
NSLI
384
Nan Shan Life Insurance
Taiwan
$11.4M – – –
WIC
385
Wilkins Investment Counsel
Massachusetts
$11.3M -$172K -1,010 -1%
MC
386
Mayar Capital
United Kingdom
$11.3M +$11.3M +66,467 New
9WM
387
9258 Wealth Management
Ohio
$11.3M +$62.6K +368 +0.6%
SBH
388
Segall Bryant & Hamill
Illinois
$11.3M -$163K -960 -1%
SAM
389
Shell Asset Management
Netherlands
$11.2M +$509K +2,994 +5%
IP
390
Isthmus Partners
Wisconsin
$11.2M -$168K -988 -1%
GI
391
Gradient Investments
Minnesota
$11.1M +$10.8M +63,725 +3,757%
IHL
392
Investment House LLC
California
$11.1M +$596K +3,504 +6%
S
393
SignatureFD
Georgia
$11M -$78K -459 -0.7%
BFIM
394
Beese Fulmer Investment Management
Ohio
$11M +$244K +1,438 +2%
HA
395
Hamel Associates
New Jersey
$11M -$415K -2,443 -4%
MNBTD
396
Moody National Bank Trust Division
Texas
$10.9M +$42.8K +252 +0.4%
TRCT
397
Tower Research Capital (TRC)
New York
$10.9M +$5.88M +34,593 +117%
LA
398
Lynch & Associates
Indiana
$10.8M -$22.1M -130,162 -67%
SAM
399
Securian Asset Management
Minnesota
$10.7M -$292K -1,717 -3%
SFG
400
StrategIQ Financial Group
Indiana
$10.5M +$4.25K +25 +0%
14 15
16
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