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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 %
MIA
476
MainStreet Investment Advisors
Illinois
$7.9M -$29.1K -171 -0.4%
WIC
477
Willis Investment Counsel
Georgia
$7.89M – – –
BCAM
478
Boston Common Asset Management
Massachusetts
$7.86M +$18.9K +111 +0.2%
MME
479
Meag Munich Ergo
Germany
$7.81M +$4.56M +26,854 +141%
NMERB
480
New Mexico Educational Retirement Board
New Mexico
$7.66M – – –
OCM
481
Olstein Capital Management
New York
$7.65M – – –
HFS
482
Hantz Financial Services
Michigan
$7.6M +$139K +817 +2%
LSERS
483
Louisiana State Employees Retirement System
Louisiana
$7.58M +$34K +200 +0.5%
KRS
484
Kentucky Retirement Systems
Kentucky
$7.58M +$265K +1,561 +4%
OSIA
485
O'Shares Investment Advisers
Massachusetts
$7.57M -$23.6K -139 -0.3%
MDCM
486
Morgan Dempsey Capital Management
Wisconsin
$7.5M +$1.18M +6,925 +19%
CIM
487
Corbyn Investment Management
Maryland
$7.49M -$560K -3,296 -7%
Pacer Advisors
488
Pacer Advisors
Pennsylvania
$7.49M -$112K -656 -1%
Daiwa Securities Group
489
Daiwa Securities Group
Japan
$7.46M +$244K +1,437 +3%
PCM
490
Princeton Capital Management
New Jersey
$7.45M -$41.1K -242 -0.5%
SFWA
491
Summit Financial Wealth Advisors
Louisiana
$7.45M +$66.4K +394 +0.9%
WAS
492
WESPAC Advisors SoCal
California
$7.42M -$167K -985 -2%
WT
493
Whittier Trust
California
$7.42M -$219K -1,287 -3%
ST
494
Spinnaker Trust
Maine
$7.41M +$183K +1,074 +3%
EFIC
495
Eliot Finkel Investment Counsel
California
$7.4M -$17.8K -105 -0.2%
GCM
496
Garland Capital Management
Washington
$7.38M -$51K -300 -0.7%
CBT
497
Capital Bank & Trust
California
$7.36M +$80.1K +471 +1%
JGC
498
J. Goldman & Co
New York
$7.27M +$7.27M +42,770 New
MCM
499
MAI Capital Management
Ohio
$7.23M -$130K -763 -2%
AB
500
Amalgamated Bank
New York
$7.21M -$313K -1,841 -4%
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