UPS icon

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 %
WorldQuant Millennium Advisors
501
WorldQuant Millennium Advisors
New York
$7.16M – – –
SCM
502
SKBA Capital Management
California
$7.14M -$433K -2,550 -6%
MWNA
503
Marshall Wace North America
New York
$7.13M -$33.9M -199,458 -83%
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$7.12M +$239K +1,406 +3%
MC
505
Miramar Capital
Illinois
$7.12M +$129K +760 +2%
SHGA
506
Sand Hill Global Advisors
California
$7.12M +$215K +1,267 +3%
WW
507
Waterfront Wealth
Kansas
$7.11M +$514 +3 +0%
SFG
508
Sovereign Financial Group
Connecticut
$7.1M +$3.37M +19,850 +91%
DWT
509
Dorsey & Whitney Trust
South Dakota
$7.09M -$72.4K -426 -1%
CM
510
Capital Management
Virginia
$7.09M +$4.51M +26,527 +175%
Cetera Investment Advisers
511
Cetera Investment Advisers
Illinois
$7.07M -$962K -5,657 -12%
SWP
512
Stratos Wealth Partners
Ohio
$7.04M +$1.43M +8,438 +26%
NFC
513
Northeast Financial Consultants
Connecticut
$6.99M +$669K +3,934 +11%
DY
514
Dowling & Yahnke
California
$6.98M -$20.4K -120 -0.3%
RC
515
RegentAtlantic Capital
New Jersey
$6.91M +$1.69M +9,968 +32%
SCCM
516
Schafer Cullen Capital Management
New York
$6.89M -$72.1M -423,967 -91%
RBA
517
Richard Bernstein Advisors
New York
$6.88M – – –
CA
518
Cullinan Associates
Kentucky
$6.88M -$419K -2,463 -6%
NAM
519
NorthCoast Asset Management
Connecticut
$6.87M -$1.62M -9,503 -19%
LOPW
520
Live Oak Private Wealth
North Carolina
$6.85M +$438K +2,578 +7%
IWA
521
IBEX Wealth Advisors
New Jersey
$6.84M +$207K +1,220 +3%
TF
522
Tompkins Financial
New York
$6.84M +$168K +989 +3%
PP
523
Patten & Patten
Tennessee
$6.83M +$1.16M +6,838 +21%
VFA
524
Voya Financial Advisors
Connecticut
$6.82M +$534K +3,169 +8%
BPM
525
Bronson Point Management
Connecticut
$6.8M -$850K -5,000 -11%
19 20
21
22 23