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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
HT
776
Heritage Trust
Oklahoma
$2.81M -$3.72K -23 -0.1%
NERM
777
New England Research & Management
Illinois
$2.79M -$18.1K -112 -0.7%
Twin Tree Management
778
Twin Tree Management
Texas
$2.78M -$1.4M -8,666 -35%
CIAS
779
Capital Investment Advisory Services
North Carolina
$2.78M -$166K -1,025 -6%
SC
780
Searle & Co
Connecticut
$2.76M – – –
MFWM
781
Motley Fool Wealth Management
Virginia
$2.72M +$41.2K +255 +2%
YIH
782
Y-Intercept (HK)
Hong Kong
$2.64M +$2.54M +15,680 New
TAM
783
Tealwood Asset Management
Minnesota
$2.64M +$2.51M +15,519 New
C
784
Certuity
Florida
$2.64M +$2.51M +15,506 New
NEIRG
785
New England Investment & Retirement Group
Massachusetts
$2.63M +$677K +4,185 +37%
PAM
786
Paradigm Asset Management
New York
$2.63M -$97.1K -600 -4%
AMIM
787
Aull & Monroe Investment Management
Alabama
$2.63M -$28.3K -175 -1%
CIA
788
Cohen Investment Advisors
New Hampshire
$2.61M +$72.6K +449 +3%
SWM
789
Sculati Wealth Management
Michigan
$2.6M -$51K -315 -2%
LNC
790
Lincoln National Corp
Pennsylvania
$2.59M +$136K +842 +6%
SFA
791
Sequoia Financial Advisors
Ohio
$2.58M -$26.9K -166 -1%
VNIM
792
Vaughan Nelson Investment Management
Texas
$2.58M +$319K +1,975 +15%
S
793
Seeyond
France
$2.58M +$18.4K +114 +0.8%
BCV
794
Banque Cantonale Vaudoise
Switzerland
$2.57M -$862K -5,330 -26%
OIA
795
Optimum Investment Advisors
Illinois
$2.57M +$485 +3 +0%
RCM
796
Radnor Capital Management
Pennsylvania
$2.57M – – –
BHA
797
Beech Hill Advisors
New York
$2.54M -$60.7K -375 -2%
CSM
798
CAMG Solamere Management
North Carolina
$2.54M -$74.4K -460 -3%
BE
799
Bonness Enterprises
District of Columbia
$2.54M – – –
SIC
800
Shoker Investment Counsel
Ohio
$2.53M -$88.5K -547 -4%
30 31
32
33 34

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.