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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 %
GWMIA
851
Global Wealth Management Investment Advisory
Florida
$2.22M +$73.6K +433 +3%
NC
852
NewSquare Capital
Pennsylvania
$2.22M +$102K +601 +5%
PGAM
853
Princeton Global Asset Management
New Jersey
$2.21M +$118K +697 +6%
SC
854
Slow Capital
California
$2.2M +$78.1K +449 +4%
HI
855
Harrington Investments
California
$2.2M +$60.9K +358 +3%
WTC
856
WhitTier Trust Company
Nevada
$2.2M +$106K +626 +5%
ATC
857
Argent Trust Co
Tennessee
$2.19M +$183K +1,076 +9%
WANY
858
Wealthspire Advisors (New York)
New York
$2.18M +$685K +4,030 +46%
SCA
859
Stonebridge Capital Advisors
Minnesota
$2.18M +$42.5K +250 +2%
GWM
860
Graybill Wealth Management
Illinois
$2.17M +$4.25K +25 +0.2%
GVAG
861
Great Valley Advisor Group
Delaware
$2.17M -$172K -1,013 -7%
HH
862
Hilltop Holdings
Texas
$2.17M -$314K -1,846 -13%
BG
863
Benedetti & Gucer
Georgia
$2.16M +$2.16M +12,714 New
FVWA
864
Foster Victor Wealth Advisors
South Carolina
$2.16M +$220K +1,224 +11%
CG
865
Caprock Group
Idaho
$2.16M -$88.9K -523 -4%
HCM
866
Hodges Capital Management
Texas
$2.14M -$102K -597 -5%
LTI
867
Laffer Tengler Investments
Tennessee
$2.13M -$118K -696 -5%
AP
868
Atlas Principals
North Carolina
$2.13M +$2.13M +12,500 New
EM
869
Excalibur Management
Massachusetts
$2.12M -$66.3K -390 -3%
EWA
870
EP Wealth Advisors
California
$2.12M -$5.68M -33,379 -73%
CAM
871
Cresset Asset Management
Illinois
$2.11M +$157K +925 +8%
HI
872
Horizon Investments
North Carolina
$2.11M +$2.11M +12,408 New
HCM
873
Hutner Capital Management
Vermont
$2.11M +$123K +725 +6%
NRS
874
Neville Rodie & Shaw
New York
$2.1M -$268K -1,575 -11%
FB
875
Fulton Bank
Pennsylvania
$2.1M +$24.3K +143 +1%
33 34
35
36 37