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
1
JPMorgan Chase & Co
New York
$1.32B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.7B
3
Ameriprise
3
Ameriprise
Minnesota
$1.11B
4
BlackRock
4
BlackRock
New York
$9.18B
5
Invesco
5
Invesco
Georgia
$1.37B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$676M
2
Charles Schwab
2
Charles Schwab
California
$544M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.49B
4
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$476M
5
Franklin Resources
5
Franklin Resources
California
$1.44B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
76
Biltmore Capital Advisors
New Jersey
$124M +$19M +111,711 +18%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$122M -$2.21M -13,030 -2%
CCM
78
Cullen Capital Management
New York
$118M +$93.9M +552,343 +397%
SP
79
Sarasin & Partners
United Kingdom
$117M -$26.2M -154,073 -18%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$114M -$4.01M -23,588 -3%
CIC
81
Crawford Investment Counsel
Georgia
$111M -$1.49M -8,753 -1%
Canada Life
82
Canada Life
Manitoba, Canada
$101M -$2.31M -13,663 -2%
Millennium Management
83
Millennium Management
New York
$98.6M +$5.55M +32,637 +6%
MCM
84
Manchester Capital Management
Vermont
$97.1M -$16.3M -95,944 -14%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$96.8M -$1.9M -11,169 -2%
LPL Financial
86
LPL Financial
California
$96.2M -$1.58M -9,279 -2%
CSIC
87
Clifford Swan Investment Counsel
California
$95.4M -$170K -1,001 -0.2%
DC
88
Davenport & Co
Virginia
$93.6M -$2.13M -12,506 -2%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$93M -$6.29M -36,977 -6%
Baillie Gifford & Co
90
Baillie Gifford & Co
United Kingdom
$92.1M +$5.25M +30,877 +6%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$90.1M +$23.6M +138,663 +35%
DZ Bank
92
DZ Bank
Germany
$89.7M +$45.3M +266,785 +102%
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$89.5M -$14.8M -87,294 -14%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$88.8M -$3.15M -18,545 -3%
BTW
95
Boston Trust Walden
Massachusetts
$88.1M +$3.62M +21,292 +4%
Voloridge Investment Management
96
Voloridge Investment Management
Florida
$85.2M +$80M +470,676 +1,541%
AQR Capital Management
97
AQR Capital Management
Connecticut
$84M -$8.18M -48,485 -9%
MAMU
98
Marathon Asset Management (UK)
United Kingdom
$83.8M -$2.56M -15,074 -3%
Renaissance Technologies
99
Renaissance Technologies
New York
$83.6M +$83.6M +491,500 New
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$82.6M -$5.38M -31,656 -6%
2 3
4
5 6