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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 %
DFA
751
DHJJ Financial Advisors
Illinois
$2.95M – – –
AM
752
Atwater Malick
Pennsylvania
$2.95M -$61.2K -360 -2%
GP
753
Greenline Partners
New York
$2.94M +$52.4K +308 +2%
CNC
754
Canandaigua National Corp
New York
$2.92M -$111K -654 -4%
PAM
755
Premier Asset Management
Illinois
$2.92M +$165K +972 +6%
JWM
756
Jackson Wealth Management
Florida
$2.92M +$208K +1,223 +8%
EF
757
Exeter Financial
Arizona
$2.92M +$12.8K +75 +0.4%
MCM
758
Monument Capital Management
Virginia
$2.91M -$222K -1,305 -7%
PA
759
PFG Advisors
Arizona
$2.89M +$2.89M +17,004 New
GLA
760
Great Lakes Advisors
Illinois
$2.88M -$18.5K -109 -0.6%
TNB
761
TCF National Bank
South Dakota
$2.87M +$372K +2,185 +15%
MIM
762
Miller Investment Management
Pennsylvania
$2.87M – – –
BPA
763
Beacon Pointe Advisors
California
$2.86M -$1.33M -7,803 -32%
PRS
764
Pinkerton Retirement Specialists
Idaho
$2.86M -$100K -591 -3%
FMTCOCP
765
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.86M -$43.3K -255 -1%
JFGIW
766
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.86M -$59K -347 -2%
6M
767
6 Meridian
Kansas
$2.86M +$2.62M +15,409 +1,105%
IWP
768
Icon Wealth Partners
Texas
$2.86M +$2.25M +13,227 +371%
SW
769
SkyOak Wealth
Michigan
$2.84M -$104K -526 -4%
AAM
770
Auxier Asset Management
Oregon
$2.82M +$1.7K +10 +0.1%
FCH
771
Freestone Capital Holdings
Washington
$2.81M +$105K +620 +4%
TF
772
TIAA FSB
Florida
$2.81M -$12.8K -75 -0.5%
HT
773
Heritage Trust
Oklahoma
$2.81M -$3.91K -23 -0.1%
NERM
774
New England Research & Management
Illinois
$2.79M -$19K -112 -0.7%
Twin Tree Management
775
Twin Tree Management
Texas
$2.78M -$1.47M -8,666 -35%
29 30
31
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