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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 %
SC
526
Shellback Capital
Massachusetts
$6.8M +$6.8M +40,000 New
CGH
527
CMG Global Holdings
Texas
$6.74M +$6.74M +39,661 New
BB
528
Bell Bank
North Dakota
$6.72M +$287K +1,689 +4%
LSA
529
L & S Advisors
California
$6.69M +$2.17M +12,763 +48%
SIG
530
Sky Investment Group
Connecticut
$6.66M -$39.6K -233 -0.6%
ECM
531
Evergreen Capital Management
Washington
$6.59M +$1.08M +6,338 +20%
IIC
532
Ironwood Investment Counsel
Arizona
$6.55M -$3.2M -18,801 -33%
TCM
533
Twin Capital Management
Pennsylvania
$6.5M -$1.13M -6,670 -15%
BBI
534
Baxter Bros Inc
Connecticut
$6.49M -$208K -1,224 -3%
SDIC
535
South Dakota Investment Council
South Dakota
$6.48M -$162K -954 -2%
MCM
536
Mattern Capital Management
Colorado
$6.45M -$5.95K -35 -0.1%
E
537
Ergoteles
New York
$6.43M +$6.43M +37,804 New
TS
538
Tamar Securities
California
$6.42M +$720K +4,235 +13%
APA
539
Allegiant Private Advisors
Florida
$6.41M -$470K -2,766 -7%
TI
540
tru Independence
Oregon
$6.41M -$516K -3,035 -7%
NEI
541
Northwest & Ethical Investments
Ontario, Canada
$6.4M -$323K -1,901 -5%
Assenagon Asset Management
542
Assenagon Asset Management
Luxembourg
$6.4M -$1.63M -9,570 -20%
BMSSC
543
B. Metzler seel. Sohn & Co
Germany
$6.36M +$122K +718 +2%
KPWS
544
Kestra Private Wealth Services
Texas
$6.34M -$557K -3,274 -8%
CCM
545
Cinctive Capital Management
New York
$6.34M +$6.34M +37,268 New
HSA
546
HBK Sorce Advisory
Pennsylvania
$6.29M +$19.7K +116 +0.3%
XWM
547
Xcel Wealth Management
Florida
$6.27M +$943K +5,550 +18%
AMI
548
Amica Mutual Insurance
Rhode Island
$6.25M +$1.73M +10,203 +38%
WIC
549
Woodmont Investment Counsel
Tennessee
$6.24M -$10.4K -61 -0.2%
SC
550
Sepio Capital
Utah
$6.23M -$1.55M -9,130 -20%
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