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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 %
PFO
876
Pathstone Family Office
New Jersey
$2.09M +$1.03M +6,040 +97%
AIS
877
AM Investment Strategies
Tennessee
$2.08M -$537K -3,157 -21%
GIP
878
Granite Investment Partners
California
$2.07M – – –
AWM
879
Altium Wealth Management
New York
$2.07M +$24.5K +144 +1%
BUB
880
BBVA USA Bancshares
Texas
$2.07M -$144K -848 -7%
SCP
881
Shorepoint Capital Partners
Massachusetts
$2.03M +$83.5K +491 +4%
CTC
882
Central Trust Company
Missouri
$2.03M +$187K +1,099 +10%
GIA
883
GHP Investment Advisors
Colorado
$2.01M +$201K +1,185 +11%
HCM
884
Howland Capital Management
Massachusetts
$2.01M -$90.9K -535 -4%
SSG
885
Summit Securities Group
New York
$2.01M -$765K -4,500 -28%
GFA
886
Gifford Fong Associates
California
$2.01M – – –
AF
887
Arrow Financial
New York
$2M – – –
SWM
888
Spire Wealth Management
Virginia
$2M +$2M +16,507 New
SCA
889
Snowden Capital Advisors
New York
$1.99M +$38.8K +228 +2%
SSWM
890
Smith Salley Wealth Management
North Carolina
$1.99M -$46.2K -272 -2%
BOTW
891
Bank of the West
California
$1.98M +$156K +915 +9%
SB
892
Simmons Bank
Arkansas
$1.97M -$70.7K -416 -3%
TC
893
Truvestments Capital
Florida
$1.97M +$281K +1,653 +17%
SSB
894
Sandy Spring Bank
Maryland
$1.97M -$47.6K -280 -2%
MWM
895
Marietta Wealth Management
Georgia
$1.97M +$1.97M +11,589 New
JA
896
JLB & Associates
Michigan
$1.97M -$165K -970 -8%
HB
897
Homrich & Berg
Georgia
$1.96M -$17.3K -102 -0.9%
MAS
898
Managed Account Services
Florida
$1.96M – – –
Capital Fund Management (CFM)
899
Capital Fund Management (CFM)
France
$1.95M +$1.95M +11,485 New
JWM
900
JGP Wealth Management
Oregon
$1.95M -$3.57K -21 -0.2%
34 35
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37 38