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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 %
CIAS
776
Capital Investment Advisory Services
North Carolina
$2.78M -$174K -1,025 -6%
SC
777
Searle & Co
Connecticut
$2.76M – – –
MFWM
778
Motley Fool Wealth Management
Virginia
$2.72M +$43.3K +255 +2%
YIH
779
Y-Intercept (HK)
Hong Kong
$2.64M +$2.64M +15,680 New
TAM
780
Tealwood Asset Management
Minnesota
$2.64M +$2.64M +15,519 New
C
781
Certuity
Florida
$2.64M +$2.64M +15,506 New
NEIRG
782
New England Investment & Retirement Group
Massachusetts
$2.64M +$712K +4,185 +37%
PAM
783
Paradigm Asset Management
New York
$2.63M -$102K -600 -4%
AMIM
784
Aull & Monroe Investment Management
Alabama
$2.63M -$29.8K -175 -1%
CIA
785
Cohen Investment Advisors
New Hampshire
$2.61M +$76.4K +449 +3%
SWM
786
Sculati Wealth Management
Michigan
$2.6M -$53.5K -315 -2%
LNC
787
Lincoln National Corp
Pennsylvania
$2.59M +$143K +842 +6%
SFA
788
Sequoia Financial Advisors
Ohio
$2.58M -$28.2K -166 -1%
VNIM
789
Vaughan Nelson Investment Management
Texas
$2.58M +$336K +1,975 +15%
S
790
Seeyond
France
$2.58M +$19.4K +114 +0.8%
BCV
791
Banque Cantonale Vaudoise
Switzerland
$2.57M -$906K -5,330 -26%
OIA
792
Optimum Investment Advisors
Illinois
$2.57M +$510 +3 +0%
RCM
793
Radnor Capital Management
Pennsylvania
$2.57M – – –
BHA
794
Beech Hill Advisors
New York
$2.55M -$63.8K -375 -2%
CSM
795
CAMG Solamere Management
North Carolina
$2.54M -$78.2K -460 -3%
BE
796
Bonness Enterprises
District of Columbia
$2.54M – – –
SIC
797
Shoker Investment Counsel
Ohio
$2.53M -$93K -547 -4%
CRIG
798
Charter Research & Investment Group
Connecticut
$2.52M – – –
PGFC
799
Peapack-Gladstone Financial Corp
New Jersey
$2.52M +$109K +643 +5%
BA
800
Bristlecone Advisors
Washington
$2.51M -$85K -500 -3%
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