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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 %
CWS
601
Cypress Wealth Services
California
$5.12M – – –
NGA
602
Naples Global Advisors
Florida
$5.06M +$119K +699 +2%
FNBOMD
603
First National Bank of Mount Dora
Florida
$5M -$13.8K -81 -0.3%
KIC
604
Keating Investment Counselors
Florida
$4.99M -$447K -2,630 -8%
BRWA
605
B. Riley Wealth Advisors
Florida
$4.97M +$739K +4,349 +17%
Wealthfront Advisers
606
Wealthfront Advisers
California
$4.92M +$871K +5,125 +22%
HAI
607
Hennessy Advisors Inc
California
$4.9M -$6.73M -39,600 -58%
BLAM
608
Bourne Lent Asset Management
New York
$4.89M +$25.5K +150 +0.5%
AIM
609
ARK Investment Management
Florida
$4.89M +$3.95M +23,214 +419%
FA
610
FDx Advisors
Illinois
$4.85M +$618K +3,633 +15%
LMIM
611
Lockheed Martin Investment Management
Maryland
$4.82M +$2.59M +15,220 +116%
RWM
612
Rench Wealth Management
Texas
$4.81M +$297K +1,750 +7%
EOJOAM
613
E. Ohman J:or Asset Management
Sweden
$4.8M -$459K -2,700 -9%
S
614
Surevest
California
$4.8M +$88.2K +519 +2%
SWA
615
Stratos Wealth Advisors
Ohio
$4.79M -$622K -3,658 -11%
PNC
616
Park National Corp
Ohio
$4.77M -$543K -3,195 -10%
SC
617
Stolper & Co
Oklahoma
$4.74M -$15.8K -93 -0.3%
VAS
618
Vestmark Advisory Solutions
Massachusetts
$4.73M +$139K +815 +3%
SS
619
Sunbelt Securities
Texas
$4.71M -$43K -253 -0.9%
CIP
620
Cornerstone Investment Partners
Georgia
$4.68M -$68K -400 -1%
ETC
621
Exchange Traded Concepts
Oklahoma
$4.68M -$231K -1,359 -5%
MCP
622
Martin Capital Partners
Oregon
$4.67M +$37.7K +222 +0.8%
IAN
623
Integrated Advisors Network
Texas
$4.67M +$77K +453 +2%
ASN
624
Advisory Services Network
Georgia
$4.67M +$450K +2,648 +11%
FTC
625
Farmers Trust Company
Ohio
$4.66M +$15K +88 +0.3%
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