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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 %
VWA
1026
V Wealth Advisors
Kansas
$1.36M +$100K +591 +8%
NAG
1027
Northstar Advisory Group
New Jersey
$1.36M -$422K -2,483 -24%
HCMT
1028
Highland Capital Management (Tennessee)
Tennessee
$1.35M -$95.7K -563 -7%
CA
1029
Clearstead Advisors
Ohio
$1.35M -$46.9K -276 -3%
ACWM
1030
Adams Chetwood Wealth Management
North Carolina
$1.35M -$12.6K -74 -0.9%
AG
1031
AIA Group
Hong Kong
$1.34M +$984K +5,791 +276%
LC
1032
Lincoln Capital
Nebraska
$1.34M – – –
SFO
1033
Standard Family Office
South Dakota
$1.34M -$69K -406 -5%
AWM
1034
Aevitas Wealth Management
Massachusetts
$1.33M +$2.21K +13 +0.2%
BC
1035
Burleson & Co
California
$1.33M +$6.97K +41 +0.5%
BIA
1036
Bigelow Investment Advisors
Maine
$1.32M -$45.6K -268 -3%
FFBTD
1037
First Financial Bank - Trust Division
Ohio
$1.32M -$51.3K -302 -4%
PAMG
1038
Patton Albertson Miller Group
Tennessee
$1.31M -$13.6K -80 -1%
SFG
1039
SevenBridge Financial Group
Pennsylvania
$1.31M -$12.9K -76 -1%
CCP
1040
Cardan Capital Partners
Colorado
$1.3M -$5.1K -30 -0.4%
TCM
1041
Tradewinds Capital Management
Washington
$1.3M -$33K -194 -2%
DAC
1042
Dividend Assets Capital
South Carolina
$1.3M -$80.6K -474 -6%
FTDI
1043
First Trust Direct Indexing
Massachusetts
$1.3M +$75.6K +445 +6%
SP
1044
Symmetry Partners
Connecticut
$1.3M -$878K -5,167 -40%
PR
1045
Payden & Rygel
California
$1.29M -$493K -2,900 -28%
DI
1046
DAGCO Inc
Ohio
$1.29M -$130K -764 -9%
ZB
1047
Zions Bancorporation
Utah
$1.28M +$74.3K +437 +6%
AW
1048
ACG Wealth
Georgia
$1.27M -$1.5M -8,803 -54%
CCG
1049
Chatham Capital Group
Georgia
$1.27M +$1.27M +7,465 New
FFA
1050
Founders Financial Alliance
North Carolina
$1.27M +$114K +556 +10%
40 41
42
43 44