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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 %
EWM
1051
Empirical Wealth Management
Washington
$1.26M -$144K -848 -10%
SWP
1052
Strategic Wealth Partners
Ohio
$1.26M -$59.8K -352 -5%
AF
1053
Advisornet Financial
Minnesota
$1.26M -$31.3K -184 -2%
WCM
1054
Washburn Capital Management
Florida
$1.26M -$28.1K -165 -2%
CC
1055
Constitution Capital
Connecticut
$1.26M +$17K +100 +1%
AIA
1056
AIMZ Investment Advisors
California
$1.25M – – –
EIA
1057
Eldridge Investment Advisors
New Hampshire
$1.25M +$510 +3 +0%
DAS
1058
Dynamic Advisor Solutions
Arizona
$1.24M -$733K -4,311 -37%
CP
1059
Clayton Partners
California
$1.24M +$1.24M +7,277 New
BOH
1060
Bank of Hawaii
Hawaii
$1.24M -$165K -969 -12%
LC
1061
Lavaca Capital
Texas
$1.23M +$1.23M +7,236 New
MAFM
1062
Mid Atlantic Financial Management
Pennsylvania
$1.22M -$30.3K -178 -2%
HSA
1063
Hussman Strategic Advisors
Maryland
$1.22M +$1.22M +7,200 New
AI
1064
AXS Investments
New York
$1.22M +$1.22M +7,175 New
OQS
1065
Occudo Quantitative Strategies
Florida
$1.22M +$1.22M +7,158 New
CBT
1066
Central Bank & Trust
Kentucky
$1.21M +$794K +4,672 +193%
EF
1067
Empirical Finance
Pennsylvania
$1.2M – – –
ISL
1068
Ingalls & Snyder LLC
New York
$1.2M +$35.5K +209 +3%
MFG
1069
Merit Financial Group
Georgia
$1.2M +$3.06K +18 +0.3%
NFG
1070
Next Financial Group
Texas
$1.2M -$273K -1,607 -19%
SIM
1071
Sentry Investment Management
Wisconsin
$1.2M -$6.32M -37,211 -84%
DI
1072
Diligent Investors
California
$1.2M -$43.5K -256 -4%
YWP
1073
YorkBridge Wealth Partners
New York
$1.19M +$182K +1,069 +18%
DCM
1074
Davidson Capital Management
Texas
$1.19M +$1.19M +7,008 New
HFM
1075
Hartford Financial Management
Connecticut
$1.19M -$2.72K -16 -0.2%
41 42
43
44 45