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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 %
IRC
976
Investors Research Corp
Georgia
$1.58M -$34K -200 -2%
PGIM
977
Pacific Global Investment Management
California
$1.58M -$26K -153 -2%
JG
978
Jefferies Group
New York
$1.58M -$971K -5,715 -38%
RFG
979
Range Financial Group
Oregon
$1.58M +$1.58M +9,279 New
EA
980
Ellsworth Advisors
Ohio
$1.57M +$240K +1,411 +18%
ATPW
981
Ashton Thomas Private Wealth
Arizona
$1.57M +$148K +872 +10%
VFM
982
Vivid Financial Management
California
$1.56M -$11.9K -70 -0.8%
SIA
983
Soltis Investment Advisors
Utah
$1.56M +$222K +1,305 +17%
SDAM
984
Shulman DeMeo Asset Management
New York
$1.56M +$66.3K +390 +4%
MA
985
Mutual Advisors
Nebraska
$1.55M +$512K +3,013 +50%
CL
986
CPWM LLC
Washington
$1.53M +$7.14K +42 +0.5%
OIA
987
OneDigital Investment Advisors
Kansas
$1.53M +$92.5K +544 +6%
KTM
988
Keeler Thomas Management
Utah
$1.53M -$2.11M -12,396 -58%
KFGK
989
Keystone Financial Group (Kentucky)
Kentucky
$1.52M -$44.9K -264 -3%
SNT
990
Security National Trust
West Virginia
$1.52M -$17.8K -105 -1%
MWM
991
Meridian Wealth Management
Kentucky
$1.52M +$641K +3,769 +73%
FUBT
992
First United Bank & Trust
Maryland
$1.51M -$7.31K -43 -0.5%
AOWM
993
Alpha Omega Wealth Management
Virginia
$1.5M -$35.9K -211 -2%
TMAM
994
Tokio Marine Asset Management
Japan
$1.5M +$752K +4,424 +101%
HIM
995
HawsGoodwin Investment Management
Tennessee
$1.49M -$179K -1,052 -11%
RMAM
996
Raab & Moskowitz Asset Management
New Jersey
$1.49M -$4.25K -25 -0.3%
CC
997
Cypress Capital
Tennessee
$1.49M +$1.49M +8,753 New
HW
998
Hancock Whitney
Mississippi
$1.48M +$65.1K +383 +5%
IWC
999
Integrated Wealth Concepts
Massachusetts
$1.47M +$507K +2,982 +53%
SWA
1000
SOA Wealth Advisors
New York
$1.47M -$510 -3 -0%
38 39
40
41 42