We are live on ! Find out more
UPS icon

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
CRIG
801
Charter Research & Investment Group
Connecticut
$2.52M – – –
PGFC
802
Peapack-Gladstone Financial Corp
New Jersey
$2.52M +$104K +643 +5%
BA
803
Bristlecone Advisors
Washington
$2.51M -$80.9K -500 -3%
TIA
804
Traphagen Investment Advisors
New Jersey
$2.51M +$17.1M +105,660 New
IBOK
805
Independence Bank of Kentucky
Kentucky
$2.5M +$118K +731 +5%
PFA
806
Pure Financial Advisors
California
$2.5M – – –
SAM
807
Silvercrest Asset Management
New York
$2.49M -$3.88K -24 -0.2%
SP
808
SWS Partners
Ohio
$2.49M +$379K +2,345 +19%
MOS
809
MGO One Seven
Ohio
$2.49M +$201K +1,240 +9%
DIA
810
Dean Investment Associates
Ohio
$2.47M +$10.8K +67 +0.5%
APP
811
Avantax Planning Partners
Iowa
$2.45M -$633K -3,915 -21%
PIMG
812
Patriot Investment Management Group
Tennessee
$2.43M +$296K +1,832 +15%
CCP
813
Corient Capital Partners
California
$2.43M +$56.3K +348 +2%
TCOT
814
Trust Company of Toledo
Ohio
$2.41M -$199K -1,231 -8%
CS
815
Comerica Securities
Michigan
$2.4M +$18.3K +113 +0.8%
LIM
816
Loudon Investment Management
New Hampshire
$2.4M +$162 +1 +0%
CHJWM
817
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.4M -$7.93K -49 -0.4%
FLPIM
818
F.L. Putnam Investment Management
Massachusetts
$2.4M -$970K -5,996 -30%
PWA
819
Phoenix Wealth Advisors
North Carolina
$2.39M -$130K -803 -5%
EWA
820
Exencial Wealth Advisors
Oklahoma
$2.38M +$187K +1,158 +9%
WAM
821
Wakefield Asset Management
Colorado
$2.37M -$122K -756 -5%
BL
822
BFSG LLC
California
$2.36M -$31.2K -193 -1%
GAMC
823
Garner Asset Management Corp
Texas
$2.36M -$18.9K -117 -0.8%
PWMAG
824
Pinnacle Wealth Management Advisory Group
New Jersey
$2.35M +$24.3K +150 +1%
PA
825
Parallel Advisors
California
$2.35M +$121K +745 +6%
31 32
33
34 35

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.