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United Parcel Service
UPS

1,963 hedge funds and large institutions have $84.1B invested in United Parcel Service in 2021 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 821 increasing their positions, 733 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 115

27% more call options, than puts

Call options by funds: $2.51B | Put options by funds: $1.97B

12% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 733

1% more funds holding

Funds holding: 1,941 → 1,963 (+22)

2% more capital invested

Capital invested by funds: $82.3B → $84.1B (+$1.78B)

0.82% more ownership

Funds ownership: 68.06% → 68.88% (+0.82%)

15% less funds holding in top 10

Funds holding in top 10: 80 → 68 (-12)

Holders
1,963
Holders Change
+22
Holders Change %
+1.13%
% of All Funds
34.46%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.19%
New
153
Increased
821
Reduced
733
Closed
115
Calls
$2.51B
Puts
$1.97B
Net Calls
+$539M
Net Calls Change
+$212M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$931M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$820M
3
Ameriprise
Ameriprise
Minnesota
+$277M
4
BlackRock
BlackRock
New York
+$273M
5
Invesco
Invesco
Georgia
+$228M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$938M
2
Charles Schwab
Charles Schwab
California
-$615M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$547M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$279M
5
Franklin Resources
Franklin Resources
California
-$234M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCFS
701
Butensky & Cohen Financial Security
Florida
$3.58M +$239K +1,478 +8%
SA
702
Strategic Advisors
New York
$3.57M +$831K +5,138 +32%
PFS
703
Physicians Financial Services
North Carolina
$3.56M +$298K +1,843 +10%
TLCM
704
Twin Lakes Capital Management
California
$3.54M +$20.5K +127 +0.6%
IPW
705
Inlet Private Wealth
Florida
$3.54M -$225K -1,394 -6%
ACM
706
Azimuth Capital Management
Michigan
$3.53M +$72.8K +450 +2%
KRSITF
707
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.48M +$133K +824 +4%
LWANC
708
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.48M +$28.5K +176 +0.9%
RC
709
Roundview Capital
New Jersey
$3.45M +$10.2K +63 +0.3%
WS
710
Wedbush Securities
California
$3.45M +$803K +4,965 +32%
TW
711
TrinityPoint Wealth
Connecticut
$3.44M -$25.2K -156 -0.8%
NHC
712
Nicholas Hoffman & Company
Georgia
$3.42M -$97.2K -601 -3%
PAM
713
Palisade Asset Management
Minnesota
$3.41M -$41.6K -257 -1%
IECM
714
Intrinsic Edge Capital Management
Illinois
$3.4M -$1.62M -10,000 -33%
AAMA
715
Advanced Asset Management Advisors
Ohio
$3.4M – – –
LS
716
Livforsakringsbolaget Skandia
Sweden
$3.4M +$421K +2,600 +15%
PCTC
717
Perkins Coie Trust Company
Washington
$3.39M -$115K -714 -3%
MPAM
718
Murphy Pohlad Asset Management
Minnesota
$3.37M +$110K +677 +4%
CAM
719
Cypress Asset Management
Texas
$3.37M +$19.4K +120 +0.6%
BAM
720
Boyar Asset Management
New York
$3.35M -$20.4K -126 -0.6%
MWM
721
Madison Wealth Management
Ohio
$3.34M +$165K +1,018 +5%
SC
722
SouthState Corp
Florida
$3.31M -$186K -1,150 -6%
MCAI
723
Members Capital Advisors Inc
Wisconsin
$3.25M – – –
H
724
HoyleCohen
California
$3.24M +$3.08M +19,050 New
Kayne Anderson Rudnick Investment Management
725
Kayne Anderson Rudnick Investment Management
California
$3.24M +$50K +309 +2%
27 28
29
30 31

UPS Hedge Fund Activity: Q1 2021 in Review

1,963 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2021, worth a combined $84.1B — up 2.2% from $82.3B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new UPS positions and 115 closed out — a net gain of 38 holders — while 821 added to existing stakes and 733 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $931M. The largest seller was Capital Research Global Investors, cutting an estimated $938M.

  • 1,963 institutional investors held United Parcel Service (UPS) as of Q1 2021, up from 1,941 in Q4 2020.
  • Funds reported $84.1B of United Parcel Service stock for Q1 2021, up 2.2% quarter-over-quarter.
  • 153 funds opened new United Parcel Service positions in Q1 2021 and 115 closed out, a net change of +38 holders.
  • The largest United Parcel Service buyer in Q1 2021 was JP Morgan Chase, an estimated $931M added.
  • The largest United Parcel Service seller in Q1 2021 was Capital Research Global Investors, an estimated $938M sold.

Based on aggregated 13F filings for Q1 2021.