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 %
BBVA
576
Banco Bilbao Vizcaya Argentaria
Spain
$5.56M +$387K +2,281 +7%
NMIMC
577
Northwestern Mutual Investment Management Company
Wisconsin
$5.55M -$1.13M -6,632 -17%
SFI
578
Siemens Fonds Invest
Germany
$5.54M -$141K -829 -2%
GAM
579
Griffin Asset Management
New York
$5.51M +$26.4K +155 +0.5%
OIM
580
Opus Investment Management
Massachusetts
$5.51M – – –
HAG
581
HighPoint Advisor Group
Illinois
$5.49M -$682K -3,875 -11%
BSW
582
Buckingham Strategic Wealth
Missouri
$5.48M -$76.3K -449 -1%
BCCM
583
Bridge Creek Capital Management
Massachusetts
$5.48M -$31.4K -185 -0.6%
ECM
584
EagleClaw Capital Management
Massachusetts
$5.47M +$119K +700 +2%
MC
585
Moors & Cabot
Massachusetts
$5.47M +$50.4K +297 +0.9%
EIA
586
Eastover Investment Advisors
North Carolina
$5.47M -$91.3K -537 -2%
NSIM
587
North Star Investment Management
Illinois
$5.46M -$63.7K -375 -1%
ABC
588
Associated Banc-Corp
Wisconsin
$5.44M +$2.99M +32,017 +122%
ACM
589
Argyle Capital Management
Pennsylvania
$5.4M – – –
HCM
590
Horrell Capital Management
Arkansas
$5.4M +$17.2K +101 +0.3%
MTC
591
McDaniel Terry & Co
Texas
$5.32M -$35K -206 -0.7%
CICI
592
Capital Investment Counsel Inc
North Carolina
$5.32M -$7.65K -45 -0.1%
GAM
593
Gotham Asset Management
New York
$5.28M +$3.34M +19,673 +173%
SG
594
Stonnington Group
California
$5.28M +$5.28M +25,041 New
PWS
595
Peloton Wealth Strategists
Indiana
$5.28M -$43.5K -256 -0.8%
BCM
596
Birch Capital Management
Texas
$5.23M +$383K +2,254 +8%
BAM
597
Barrett Asset Management
New York
$5.22M -$4.25K -25 -0.1%
BIAS
598
Beacon Investment Advisory Services
New Jersey
$5.22M -$33.5K -197 -0.6%
CA
599
Cetera Advisors
Colorado
$5.14M +$915K +5,380 +22%
MHI
600
Miller Howard Investments
New York
$5.12M -$16.2K -95 -0.3%
22 23
24
25 26