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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 %
BFG
651
Berger Financial Group
Minnesota
$4.31M +$4.31M +25,376 New
PT
652
Plimoth Trust
Massachusetts
$4.28M -$61.9K -364 -1%
SLI
653
Sumitomo Life Insurance
Japan
$4.25M +$181K +1,067 +4%
KNW
654
Kesler Norman & Wride
Utah
$4.23M -$161K -949 -4%
AAA
655
Adams Asset Advisors
Texas
$4.18M – – –
FC
656
Fusion Capital
South Carolina
$4.18M +$226K +1,332 +6%
IRF
657
IBM Retirement Fund
New York
$4.15M -$370K -2,177 -8%
SC
658
Sawyer & Company
Massachusetts
$4.13M +$116K +685 +3%
D.E. Shaw & Co
659
D.E. Shaw & Co
New York
$4.12M +$1.07M +6,280 +35%
QC
660
Quadrature Capital
United Kingdom
$4.1M +$4.1M +24,088 New
Holocene Advisors
661
Holocene Advisors
New York
$4.1M +$4.1M +24,090 New
TPCW
662
TD Private Client Wealth
New York
$4.09M -$297K -1,748 -7%
VFA
663
Valeo Financial Advisors
Indiana
$4.08M +$257K +1,512 +7%
CWM
664
Cordatus Wealth Management
Pennsylvania
$4.07M -$75.6K -445 -2%
DCM
665
Decatur Capital Management
Georgia
$4.06M -$3.65M -21,450 -47%
HWM
666
Holloway Wealth Management
Florida
$4.03M -$5.66M – –
CHC
667
City Holding Co
West Virginia
$3.99M -$11.2K -66 -0.3%
FMII
668
Farmers & Merchants Investments Inc
Nebraska
$3.98M +$50.3K +296 +1%
FNB
669
Farmers National Bank
Kentucky
$3.96M -$13.6K -80 -0.3%
PCA
670
Pallas Capital Advisors
Massachusetts
$3.94M +$3.94M +18,205 New
ERSOT
671
Employees Retirement System of Texas
Texas
$3.9M -$850K -5,000 -18%
B
672
BP
United Kingdom
$3.89M -$659K -3,875 -14%
SSWM
673
Sheets Smith Wealth Management
North Carolina
$3.87M +$9.86K +58 +0.3%
CC
674
Courier Capital
New York
$3.87M +$34.2K +201 +0.9%
SL
675
Summitry LLC
California
$3.86M +$117K +688 +3%
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