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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 %
TAF
451
Tredje AP-fonden
Sweden
$8.66M – – –
CGH
452
Crossmark Global Holdings
Texas
$8.65M -$10.6M -62,065 -55%
IEFM
453
IQ EQ Fund Management
Ireland
$8.61M -$540K -3,175 -6%
PI
454
Putnam Investments
Massachusetts
$8.57M +$8.04M +47,310 +1,521%
CIA
455
CCM Investment Advisers
South Carolina
$8.56M +$8.56M +50,382 New
PFS
456
Prospera Financial Services
Texas
$8.56M +$306K +1,801 +4%
BRA
457
Biechele Royce Advisors
Indiana
$8.54M +$51.2K +301 +0.6%
SG
458
Swarthmore Group
Pennsylvania
$8.51M +$7.85M +46,193 +1,192%
HI
459
Hendershot Investments
Virginia
$8.49M +$432K +2,539 +5%
TCM
460
Tufton Capital Management
Maryland
$8.49M -$6.29K -37 -0.1%
FNT
461
First National Trust
Pennsylvania
$8.45M +$411K +2,418 +5%
SBIA
462
Sheaff Brock Investment Advisors
Indiana
$8.43M -$46.6K -274 -0.5%
HAIM
463
Hunter Associates Investment Management
Pennsylvania
$8.42M +$90.1K +530 +1%
OC
464
Oppenheimer & Co
New York
$8.33M -$1.35M -7,931 -14%
SW
465
SVB Wealth
Massachusetts
$8.3M -$1.38M -8,147 -14%
WI
466
WBI Investments
New Jersey
$8.25M -$410K -2,410 -5%
RMC
467
Resources Management Corp
Connecticut
$8.2M +$103K +605 +1%
IG
468
ING Group
Netherlands
$8.15M -$29.2K -172 -0.4%
TCM
469
Telos Capital Management
California
$8.09M -$41.6K -245 -0.5%
GT
470
Glenview Trust
Kentucky
$8.06M -$50.8K -299 -0.6%
MMA
471
Miracle Mile Advisors
California
$8.01M +$45.1K +265 +0.6%
HL
472
HeadInvest LLC
Maine
$7.98M -$110K -647 -1%
AC
473
Addenda Capital
Quebec, Canada
$7.92M – – –
CB
474
Cadence Bank
Mississippi
$7.91M +$315K +1,855 +4%
EWM
475
Evercore Wealth Management
New York
$7.9M -$800K -4,707 -9%
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