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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 %
ERIM
426
Eagle Ridge Investment Management
Connecticut
$9.72M -$894K -5,257 -8%
EAM
427
Eagle Asset Management
Florida
$9.6M -$18.3M -106,958 -66%
SC
428
Samlyn Capital
New York
$9.58M +$7.63M +44,887 +391%
FDCDDQ
429
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.45M +$3.57M +21,002 +61%
N
430
Natixis
France
$9.43M -$11.3M -66,255 -54%
GWI
431
Grace & White Inc
New York
$9.35M – – –
MSRPS
432
Maryland State Retirement & Pension System
Maryland
$9.33M +$7.36M +43,294 +373%
TRSOTSOK
433
Teachers Retirement System of the State of Kentucky
Kentucky
$9.32M -$680K -4,000 -7%
AIC
434
Ameritas Investment Company
Nebraska
$9.29M +$9.29M +54,670 New
BOS
435
Bingham Osborn & Scarborough
California
$9.25M +$33.5K +197 +0.4%
VWM
436
Venturi Wealth Management
Texas
$9.25M +$8.08M +47,515 +691%
NIM
437
Northeast Investment Management
Massachusetts
$9.21M +$38.6K +227 +0.4%
LBC
438
Lowe Brockenbrough & Co
Virginia
$9.2M +$575K +3,380 +7%
CCM
439
Covington Capital Management
California
$9.17M -$230K -1,353 -2%
WAP
440
Wealthcare Advisory Partners
Pennsylvania
$9.04M +$91.1K +536 +1%
DILIC
441
Dai-ichi Life Insurance Company
Japan
$8.99M +$21.2K +125 +0.2%
EWM
442
Executive Wealth Management
Michigan
$8.98M +$26.2K +154 +0.3%
NAMA
443
Nikko Asset Management Americas
New York
$8.9M +$730K +4,293 +9%
FHC
444
First Horizon Corporation
Tennessee
$8.83M -$2.87M -16,893 -25%
HC
445
Hendley & Co
Ohio
$8.81M +$2.77M +16,307 +46%
EMPI
446
Elo Mutual Pension Insurance
Finland
$8.77M +$226K +1,327 +3%
DCM
447
Donaldson Capital Management
Indiana
$8.74M -$38M -223,743 -81%
AIM
448
Anchor Investment Management
South Carolina
$8.71M +$965K +5,674 +12%
CAM
449
Congress Asset Management
Massachusetts
$8.7M +$887K +5,220 +11%
Koshinski Asset Management
450
Koshinski Asset Management
Illinois
$8.66M +$7.19M +42,289 +488%
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