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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 %
TIA
801
Traphagen Investment Advisors
New Jersey
$2.51M +$2.51M +105,660 New
IBOK
802
Independence Bank of Kentucky
Kentucky
$2.5M +$124K +731 +5%
PFA
803
Pure Financial Advisors
California
$2.5M – – –
SAM
804
Silvercrest Asset Management
New York
$2.49M -$4.08K -24 -0.2%
SP
805
SWS Partners
Ohio
$2.49M +$399K +2,345 +19%
MOS
806
MGO One Seven
Ohio
$2.49M +$211K +1,240 +9%
DIA
807
Dean Investment Associates
Ohio
$2.47M +$11.4K +67 +0.5%
APP
808
Avantax Planning Partners
Iowa
$2.45M -$666K -3,915 -21%
PIMG
809
Patriot Investment Management Group
Tennessee
$2.43M +$311K +1,832 +15%
CCP
810
Corient Capital Partners
California
$2.43M +$59.2K +348 +2%
TCOT
811
Trust Company of Toledo
Ohio
$2.41M -$209K -1,231 -8%
CS
812
Comerica Securities
Michigan
$2.4M +$19.2K +113 +0.8%
LIM
813
Loudon Investment Management
New Hampshire
$2.4M +$170 +1 +0%
CHJWM
814
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.4M -$9.51K -49 -0.4%
FLPIM
815
F.L. Putnam Investment Management
Massachusetts
$2.4M -$1.02M -5,996 -30%
PWA
816
Phoenix Wealth Advisors
North Carolina
$2.39M -$138K -803 -5%
EWA
817
Exencial Wealth Advisors
Oklahoma
$2.38M +$197K +1,158 +9%
WAM
818
Wakefield Asset Management
Colorado
$2.37M -$129K -756 -5%
BL
819
BFSG LLC
California
$2.36M -$32.8K -193 -1%
GAMC
820
Garner Asset Management Corp
Texas
$2.36M -$19.9K -117 -0.8%
PWMAG
821
Pinnacle Wealth Management Advisory Group
New Jersey
$2.35M +$25.5K +150 +1%
PA
822
Parallel Advisors
California
$2.35M +$127K +745 +6%
RPSA
823
Richard P. Slaughter Associates
Texas
$2.34M -$287K -1,691 -11%
VanEck Associates
824
VanEck Associates
New York
$2.34M -$318K -1,870 -12%
RT
825
Rockland Trust
Massachusetts
$2.34M -$222K -1,304 -9%
31 32
33
34 35