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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
1
JPMorgan Chase & Co
New York
$1.32B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.7B
3
Ameriprise
3
Ameriprise
Minnesota
$1.11B
4
BlackRock
4
BlackRock
New York
$9.18B
5
Invesco
5
Invesco
Georgia
$1.37B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$676M
2
Charles Schwab
2
Charles Schwab
California
$544M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.49B
4
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$476M
5
Franklin Resources
5
Franklin Resources
California
$1.44B
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$229M +$1.21M +7,127 +0.5%
Stifel Financial
52
Stifel Financial
Missouri
$218M +$4.95M +29,118 +2%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$212M -$10.4M -61,160 -5%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$207M +$47.6M +279,918 +30%
Two Sigma Investments
55
Two Sigma Investments
New York
$201M +$201M +1,182,039 New
Victory Capital Management
56
Victory Capital Management
Texas
$185M +$28.6M +168,267 +18%
HMP
57
HS Management Partners
New York
$179M +$15.9M +93,789 +10%
AllianceBernstein
58
AllianceBernstein
Tennessee
$176M -$9.28M -54,595 -5%
Mackenzie Financial
59
Mackenzie Financial
Ontario, Canada
$170M +$15.9M +93,294 +10%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$166M -$16.7M -98,170 -9%
National Pension Service
61
National Pension Service
South Korea
$165M +$16.5M +96,886 +11%
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$164M +$73.6M +433,179 +82%
Barclays
63
Barclays
United Kingdom
$160M +$43.9M +258,355 +38%
Prudential Financial
64
Prudential Financial
New Jersey
$158M +$33.9M +199,671 +27%
HighTower Advisors
65
HighTower Advisors
Illinois
$157M +$13.7M +80,923 +10%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$153M -$5.32M -31,280 -3%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$153M -$10.9M -64,251 -7%
BP
68
BBR Partners
New York
$151M -$14.4M -84,589 -9%
Citigroup
69
Citigroup
New York
$150M +$8.42M +49,512 +6%
Principal Financial Group
70
Principal Financial Group
Iowa
$149M -$11.7M -68,764 -7%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$145M +$44.8M +263,507 +45%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$135M +$476K +2,800 +0.4%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$134M +$134M +790,303 New
HSBC Holdings
74
HSBC Holdings
United Kingdom
$133M -$4.92M -29,002 -4%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$132M -$26M -150,166 -16%
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