UPS icon

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 %
PA
951
Profund Advisors
Maryland
$1.7M -$25.3K -149 -1%
AWM
952
Aberdeen Wealth Management
Illinois
$1.69M -$38.8K -228 -2%
SKK
953
Shepherd Kaplan Krochuk
Massachusetts
$1.68M +$271K +1,592 +19%
EI
954
Ethic Inc
New York
$1.68M +$700K +4,119 +72%
LIM
955
Longfellow Investment Management
Massachusetts
$1.68M -$249K -1,465 -13%
FWM
956
ForthRight Wealth Management
Georgia
$1.67M +$1.67M +9,834 New
WWM
957
Wolff Wiese Magana
California
$1.67M +$35.5K +209 +2%
OSAM
958
O'Shaughnessy Asset Management
Connecticut
$1.66M -$71.9K -423 -4%
AFA
959
Abacus FCF Advisors
Florida
$1.66M -$10.4K -62 -0.6%
AAM
960
Ascension Asset Management
New York
$1.65M +$1.65M +9,720 New
MI
961
Moneywise Inc
Virginia
$1.65M – – –
MA
962
Modus Advisors
Minnesota
$1.65M +$132K +779 +9%
BS
963
Banco Santander
Spain
$1.65M +$822K +4,836 +100%
Kovitz Investment Group Partners
964
Kovitz Investment Group Partners
Illinois
$1.64M -$170K -1,003 -9%
WAM
965
Werlinich Asset Management
Connecticut
$1.64M +$1.64M +9,645 New
CT
966
Coastline Trust
Rhode Island
$1.64M -$5.1K -30 -0.3%
MYLI
967
Meiji Yasuda Life Insurance
Japan
$1.63M -$314K -1,850 -16%
TCA
968
Transcend Capital Advisors
New Jersey
$1.62M -$26.3K -155 -2%
SFG
969
SNS Financial Group
Minnesota
$1.61M -$10.3M -60,599 -86%
FAM
970
Fulcrum Asset Management
United Kingdom
$1.61M – – –
FC
971
Financial Consulate
Maryland
$1.61M – – –
IA
972
IFP Advisors
Florida
$1.61M -$199K -1,167 -11%
CCP
973
Cunning Capital Partners
North Carolina
$1.6M +$1.6M +9,400 New
FANJ
974
Financial Architects (New Jersey)
New Jersey
$1.6M -$15.8K -93 -1%
GC
975
Gratus Capital
Georgia
$1.59M +$13.8K +81 +0.9%
37 38
39
40 41