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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 %
IA
901
IndexIQ Advisors
New York
$1.95M +$265K +1,556 +16%
BIM
902
Bridges Investment Management
Nebraska
$1.94M +$36.7K +216 +2%
Lido Advisors
903
Lido Advisors
California
$1.94M +$64.6K +380 +3%
CWM
904
Cornerstone Wealth Management
Missouri
$1.94M +$23.5K +138 +1%
NSB
905
Norway Savings Bank
Maine
$1.94M -$60.3K -355 -3%
GJIC
906
Gamble Jones Investment Counsel
California
$1.93M – – –
KFP
907
KMG Fiduciary Partners
Ohio
$1.92M +$162K +955 +9%
MBTD
908
Mechanics Bank - Trust Department
California
$1.92M +$26.9K +158 +1%
EP
909
Eudaimonia Partners
Tennessee
$1.92M -$23.1K -136 -1%
CIC
910
Carnegie Investment Counsel
Ohio
$1.91M -$4.92K -29 -0.3%
ANTB
911
AMG National Trust Bank
Colorado
$1.9M -$850 -5 -0%
KJWM
912
Kiley Juergens Wealth Management
Washington
$1.9M +$1.9M +11,163 New
GWCM
913
Godshalk Welsh Capital Management
Pennsylvania
$1.89M – – –
CPA
914
Court Place Advisors
Maryland
$1.87M +$323K +1,902 +21%
RHDIC
915
R.H. Dinel Investment Counsel
California
$1.87M – – –
APA
916
American Portfolios Advisors
New York
$1.87M +$26.7K +157 +1%
HI
917
Human Investing
Oregon
$1.87M -$114K -672 -6%
GG
918
Gofen & Glossberg
Illinois
$1.86M +$293K +1,725 +19%
CFA
919
Carroll Financial Associates
North Carolina
$1.86M -$18.9K -111 -1%
PMG
920
ProVise Management Group
Florida
$1.86M -$717K -4,215 -28%
RPC
921
Rossmore Private Capital
Connecticut
$1.86M +$26.2K +154 +1%
TCOV
922
Trust Company of Vermont
Vermont
$1.85M -$95.9K -564 -5%
BHB
923
Bank Hapoalim BM
Israel
$1.85M -$19.9K -117 -1%
FC
924
Forte Capital
New York
$1.84M +$227K +1,335 +14%
SC
925
Saturna Capital
Washington
$1.84M -$12.7M -74,545 -87%
35 36
37
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