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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 %
TLCM
701
Twin Lakes Capital Management
California
$3.54M +$21.6K +127 +0.6%
IPW
702
Inlet Private Wealth
Florida
$3.54M -$237K -1,394 -6%
ACM
703
Azimuth Capital Management
Michigan
$3.53M +$76.5K +450 +2%
KRSITF
704
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.48M +$140K +824 +4%
LWANC
705
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.48M +$29.9K +176 +0.9%
RC
706
Roundview Capital
New Jersey
$3.45M +$10.7K +63 +0.3%
WS
707
Wedbush Securities
California
$3.45M +$844K +4,965 +32%
TW
708
TrinityPoint Wealth
Connecticut
$3.44M -$26.5K -156 -0.8%
NHC
709
Nicholas Hoffman & Company
Georgia
$3.42M -$102K -601 -3%
PAM
710
Palisade Asset Management
Minnesota
$3.41M -$43.7K -257 -1%
IECM
711
Intrinsic Edge Capital Management
Illinois
$3.4M -$1.7M -10,000 -33%
AAMA
712
Advanced Asset Management Advisors
Ohio
$3.4M – – –
LS
713
Livforsakringsbolaget Skandia
Sweden
$3.4M +$442K +2,600 +15%
PCTC
714
Perkins Coie Trust Company
Washington
$3.39M -$121K -714 -3%
MPAM
715
Murphy Pohlad Asset Management
Minnesota
$3.37M +$115K +677 +4%
CAM
716
Cypress Asset Management
Texas
$3.37M +$20.4K +120 +0.6%
BAM
717
Boyar Asset Management
New York
$3.36M -$21.4K -126 -0.6%
MWM
718
Madison Wealth Management
Ohio
$3.34M +$173K +1,018 +5%
SC
719
SouthState Corp
Florida
$3.31M -$195K -1,150 -6%
MCAI
720
Members Capital Advisors Inc
Wisconsin
$3.25M – – –
H
721
HoyleCohen
California
$3.24M +$3.24M +19,050 New
Kayne Anderson Rudnick Investment Management
722
Kayne Anderson Rudnick Investment Management
California
$3.24M +$52.5K +309 +2%
Cerity Partners
723
Cerity Partners
New York
$3.24M -$349K -2,054 -10%
AWM
724
Avitas Wealth Management
California
$3.2M -$219K -1,291 -6%
SWMG
725
Signature Wealth Management Group
Georgia
$3.2M -$82.3K -484 -3%
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