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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 %
THWM
926
Taylor Hoffman Wealth Management
Virginia
$1.83M – – –
SCM
927
Shelton Capital Management
Colorado
$1.83M +$96.8K +569 +6%
ACM
928
AlphaCrest Capital Management
New York
$1.82M -$681K -4,004 -27%
BP
929
Ballentine Partners
Massachusetts
$1.82M -$331K -1,947 -15%
LCM
930
Logan Capital Management
Pennsylvania
$1.82M +$49.8K +293 +3%
EI
931
EDMP Inc
Florida
$1.81M -$159K -935 -8%
CFIA
932
Cantor Fitzgerald Investment Advisors
New York
$1.78M – – –
Bessemer Group
933
Bessemer Group
New Jersey
$1.77M +$258K +1,515 +17%
IMRF
934
Illinois Municipal Retirement Fund
Illinois
$1.77M +$282K +1,661 +19%
KFP
935
Keystone Financial Planning
Ohio
$1.75M -$54.2K -319 -3%
FMWA
936
Forvis Mazars Wealth Advisors
Missouri
$1.75M -$458K -2,696 -21%
NL
937
NVWM LLC
Pennsylvania
$1.75M +$38.8K +228 +2%
TA
938
Townsend & Associates
Colorado
$1.74M -$40.5K -238 -2%
MCM
939
Monarch Capital Management
Indiana
$1.74M -$42.5K -250 -2%
LNWWM
940
Laird Norton Wetherby Wealth Management
California
$1.72M -$381K -2,241 -18%
ONB
941
Old National Bancorp
Indiana
$1.72M -$79.6K -468 -4%
AIP
942
Ameritas Investment Partners
Nebraska
$1.72M -$76K -447 -4%
CIP
943
Convergence Investment Partners
Florida
$1.72M -$57.8K -340 -3%
MGIA
944
Moneta Group Investment Advisors
Missouri
$1.72M +$71.7K +422 +4%
FC
945
FORA Capital
Florida
$1.71M -$898K -5,285 -34%
MSAM
946
Moloney Securities Asset Management
Missouri
$1.71M +$8.67K +51 +0.5%
TNA
947
True North Advisors
Texas
$1.71M – – –
GF
948
Gabelli Funds
New York
$1.7M – – –
AAIM
949
American Assets Investment Management
California
$1.7M – – –
SLG
950
Stanley-Laman Group
Pennsylvania
$1.7M +$483K +2,839 +40%
36 37
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