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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 %
BCM
676
Brookmont Capital Management
Texas
$3.86M -$66.6K -392 -2%
CCM
677
Coldstream Capital Management
Washington
$3.86M +$3.22M +18,927 +504%
WAM
678
World Asset Management
Michigan
$3.83M -$327K -1,604 -8%
IMOV
679
Investment Management of Virginia
Virginia
$3.82M -$13.6K -80 -0.4%
NIC
680
Northwest Investment Counselors
Oregon
$3.81M -$115K -676 -3%
CAPTRUST Financial Advisors
681
CAPTRUST Financial Advisors
North Carolina
$3.79M +$1.05M +6,192 +38%
CF
682
Clarity Financial
Texas
$3.74M +$362K +2,132 +11%
SMG
683
Spectrum Management Group
Indiana
$3.74M +$48.1K +283 +1%
HCA
684
Horan Capital Advisors
Ohio
$3.74M +$157K +926 +4%
VWM
685
Valley Wealth Managers
New Jersey
$3.72M +$563K +3,313 +18%
MIAN
686
Mariner Independent Advisor Network
Kansas
$3.69M +$180K +1,061 +5%
SIAP
687
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.69M -$850 -5 -0%
IC
688
Intersect Capital
California
$3.68M +$22.4K +132 +0.6%
GLA
689
Good Life Advisors
Pennsylvania
$3.67M +$46.9K +276 +1%
V
690
Veritable
Delaware
$3.65M +$126K +744 +4%
BAIA
691
Bel Air Investment Advisors
California
$3.64M +$3.64M +21,419 New
NW
692
NewEdge Wealth
Pennsylvania
$3.62M +$2.53M +14,872 +231%
CCM
693
Canal Capital Management
Virginia
$3.62M +$103K +605 +3%
OPTFSNA
694
Old Point Trust & Financial Services N A
Virginia
$3.61M – – –
GP
695
Girard Partners
Pennsylvania
$3.61M -$169K -996 -4%
AT
696
Arden Trust
Delaware
$3.6M -$385K -2,263 -10%
KA
697
Kintegral Advisory
New York
$3.6M – – –
BCFS
698
Butensky & Cohen Financial Security
Florida
$3.59M +$251K +1,478 +8%
SA
699
Strategic Advisors
New York
$3.57M +$873K +5,138 +32%
PFS
700
Physicians Financial Services
North Carolina
$3.56M +$313K +1,843 +10%
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