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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 %
AC
826
Addison Capital
Pennsylvania
$2.34M – – –
HGWM
827
Horst & Graben Wealth Management
Oregon
$2.33M +$34K +200 +1%
Federated Hermes
828
Federated Hermes
Pennsylvania
$2.33M -$96.1M -565,271 -98%
DWA
829
Douglass Winthrop Advisors
New York
$2.33M – – –
WA1
830
Wimmer Associates 1
California
$2.33M +$185K +1,090 +9%
PP
831
Pegasus Partners
Wisconsin
$2.32M -$1.23M -7,237 -35%
SWM
832
SeaCrest Wealth Management
New York
$2.31M +$28.2K +166 +1%
AA
833
ALPS Advisors
Colorado
$2.31M -$674K -3,966 -23%
JCM
834
Jacobi Capital Management
Pennsylvania
$2.31M -$63.7K -375 -3%
AFS
835
Access Financial Services
Minnesota
$2.31M -$77.2K -454 -3%
GWM
836
GSB Wealth Management
Connecticut
$2.31M +$2.31M +13,571 New
UAS
837
United Asset Strategies
New York
$2.3M +$2.04K +12 +0.1%
MCG
838
MACRO Consulting Group
New Jersey
$2.29M -$50K -294 -2%
CIP
839
Capital Insight Partners
Arizona
$2.29M -$31.5K -185 -1%
TCOK
840
Trust Company of Kansas
Kansas
$2.29M +$39.8K +234 +2%
MCM
841
Mengis Capital Management
Oregon
$2.28M -$61.2K -360 -3%
VI
842
Vestcor Inc
New Brunswick, Canada
$2.28M -$119K -698 -5%
SIA
843
SeaBridge Investment Advisors
New Jersey
$2.28M +$11.9K +70 +0.5%
SCM
844
Sterneck Capital Management
Missouri
$2.25M -$42.8K -252 -2%
O
845
Ossiam
France
$2.24M +$1.62M +9,523 +260%
HI
846
Harbour Investments
Wisconsin
$2.24M +$2.24M +13,155 New
IFWM
847
Institute for Wealth Management
Colorado
$2.23M +$156K +916 +7%
BCM
848
Brookstone Capital Management
Illinois
$2.23M +$421K +2,477 +23%
MPPW
849
Mitchell & Pahl Private Wealth
Oklahoma
$2.23M +$93.2K +548 +4%
BMA
850
Brooks Moore & Associates
Tennessee
$2.22M +$257K +1,514 +13%
32 33
34
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