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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 %
GCC
1001
Game Creek Capital
Massachusetts
$1.47M +$1.47M +8,625 New
VPIM
1002
Vanguard Personalized Indexing Management
California
$1.46M +$384K +2,258 +36%
MSFP
1003
Mark Sheptoff Financial Planning
Connecticut
$1.46M -$255K -1,499 -15%
NL
1004
NWAM LLC
Washington
$1.46M -$2.73M -16,073 -65%
UBV
1005
United Bank (Virginia)
Virginia
$1.45M +$107K +632 +8%
BA
1006
Bridgewater Associates
Connecticut
$1.45M -$19.7M -115,754 -93%
IA
1007
Icon Advisers
Colorado
$1.45M – – –
AWA
1008
Arkadios Wealth Advisors
Georgia
$1.44M +$859K +5,053 +147%
JIP
1009
JBJ Investment Partners
South Carolina
$1.44M -$286K -1,681 -17%
Carson Wealth (CWM LLC)
1010
Carson Wealth (CWM LLC)
Nebraska
$1.44M – – –
WJWM
1011
Williams Jones Wealth Management
New York
$1.43M +$217K +1,274 +18%
FAIM
1012
Financial Advocates Investment Management
Washington
$1.43M -$16.3K -96 -1%
DPIM
1013
Duff & Phelps Investment Management
Illinois
$1.42M – – –
VCM
1014
Virtue Capital Management
Tennessee
$1.4M -$106K -624 -7%
VVP
1015
Venture Visionary Partners
Ohio
$1.4M +$360K +2,119 +34%
GCA
1016
Guardian Capital Advisors
Ontario, Canada
$1.4M +$13.2K +75 +1%
WWM
1017
WT Wealth Management
Arizona
$1.4M +$93.3K +549 +7%
SCM
1018
Schnieders Capital Management
California
$1.4M +$189K +1,110 +16%
RIA
1019
Realta Investment Advisors
Delaware
$1.39M +$90.3K +531 +7%
CS
1020
Cannell & Spears
New York
$1.38M +$18.7K +110 +1%
CG
1021
Castellan Group
Kentucky
$1.37M – – –
SACTSONJ
1022
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.36M – – –
BWP
1023
Baldwin Wealth Partners
Massachusetts
$1.36M – – –
SC
1024
Sovarnum Capital
New York
$1.36M +$595K +3,500 +78%
GIA
1025
Gladstone Institutional Advisory
Florida
$1.36M -$314K -1,848 -19%
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