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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 %
FA
726
Fortis Advisors
Pennsylvania
$3.17M +$850 +5 +0%
FFN
727
Focus Financial Network
Minnesota
$3.16M +$2.06M +12,089 +185%
CPO
728
Cerity Partners OCIO
New York
$3.14M +$32.1K +189 +1%
AHC
729
Anderson Hoagland & Co
Missouri
$3.13M +$3.13M +18,429 New
SC
730
Skylands Capital
Wisconsin
$3.13M – – –
RIM
731
Redpoint Investment Management
Australia
$3.12M +$3.12M +18,373 New
FI
732
Fosun International
China
$3.1M -$263K -1,548 -8%
VCA
733
Verdence Capital Advisors
Maryland
$3.1M -$188K -1,103 -6%
CIC
734
Chilton Investment Company
Connecticut
$3.09M -$69.5K -409 -2%
PSUF
735
People's United Financial
Connecticut
$3.09M +$126K +741 +4%
CCMINC
736
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.09M +$13.1K +77 +0.4%
SCM
737
Symons Capital Management
Pennsylvania
$3.08M -$364K -2,140 -11%
HIM
738
Harbour Investment Management
Washington
$3.07M +$97.7K +575 +3%
CG
739
Colony Group
Massachusetts
$3.07M +$2.58M +15,161 +525%
PBC
740
Pavion Blue Capital
California
$3.06M +$170 +1 +0%
Luther King Capital Management (LKCM)
741
Luther King Capital Management (LKCM)
Texas
$3.05M -$10.9K -64 -0.4%
LIA
742
LS Investment Advisors
Michigan
$3.03M +$68.5K +403 +2%
ECM
743
Everence Capital Management
Indiana
$3.01M +$311K +1,830 +12%
AAS
744
Avantax Advisory Services
Texas
$3.01M +$531K +3,125 +21%
APC
745
Aspire Private Capital
North Carolina
$3.01M -$107K -628 -3%
FMW
746
Farr Miller & Washington
District of Columbia
$3.01M +$124K +730 +4%
MP
747
McDonald Partners
Ohio
$3M +$319K +1,879 +12%
AC
748
Allstate Corporation
Illinois
$2.98M +$93.3K +549 +3%
PPWP
749
Proquility Private Wealth Partners
Nevada
$2.97M +$955K +5,620 +47%
GWM
750
Geneos Wealth Management
Colorado
$2.96M -$49.3K -242 -2%
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