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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
1
JPMorgan Chase & Co
New York
$1.32B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.7B
3
Ameriprise
3
Ameriprise
Minnesota
$1.11B
4
BlackRock
4
BlackRock
New York
$9.18B
5
Invesco
5
Invesco
Georgia
$1.37B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$676M
2
Charles Schwab
2
Charles Schwab
California
$544M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.49B
4
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$476M
5
Franklin Resources
5
Franklin Resources
California
$1.44B
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$544M -$647M -3,804,157 -54%
Primecap Management
27
Primecap Management
California
$523M -$21.7M -127,700 -4%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$520M -$14M -82,492 -3%
Goldman Sachs
29
Goldman Sachs
New York
$509M +$94.9M +558,124 +23%
AAMU
30
Amundi Asset Management US
Massachusetts
$496M -$29.2M -171,847 -6%
Gates Foundation Trust
31
Gates Foundation Trust
Washington
$476M -$293M -1,723,539 -38%
Swiss National Bank
32
Swiss National Bank
Switzerland
$468M +$13.7M +80,600 +3%
UBS AM
33
UBS AM
Illinois
$457M +$19.8M +116,354 +5%
Morgan Stanley
34
Morgan Stanley
New York
$457M -$38.6M -226,980 -8%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$443M +$2.52M +14,854 +0.6%
FNBT
36
FineMark National Bank & Trust
Florida
$417M -$58.1M -341,647 -12%
PPA
37
Parametric Portfolio Associates
Washington
$376M +$28.9M +169,760 +8%
RJA
38
Raymond James & Associates
Florida
$333M -$23.2M -136,338 -7%
Korea Investment Corp
39
Korea Investment Corp
South Korea
$328M +$60.5M +355,727 +23%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$319M +$29.2M +172,016 +10%
First Trust Advisors
41
First Trust Advisors
Illinois
$319M +$193M +1,133,089 +153%
American Century Companies
42
American Century Companies
Missouri
$309M +$35.7M +209,819 +13%
EVM
43
Eaton Vance Management
Massachusetts
$307M +$7.17M +42,207 +2%
LCOV
44
London Company of Virginia
Virginia
$307M +$1.27M +7,474 +0.4%
Deutsche Bank
45
Deutsche Bank
Germany
$286M +$21.9M +128,865 +8%
Truist Financial
46
Truist Financial
North Carolina
$276M +$32M +188,430 +13%
CS
47
Credit Suisse
Switzerland
$258M +$15M +88,509 +6%
JIM
48
Jensen Investment Management
Oregon
$246M -$297K -1,745 -0.1%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$245M -$82.4K -485 -0%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$236M -$8.33M -49,000 -3%
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