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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 %
MFP
1076
Meridian Financial Partners
Virginia
$1.19M +$25.7K +143 +2%
TTWM
1077
TCV Trust & Wealth Management
Virginia
$1.18M +$10K +59 +0.9%
PWW
1078
Pettyjohn Wood & White
Virginia
$1.18M -$27.2K -160 -2%
ACM
1079
Ativo Capital Management
Illinois
$1.18M +$6.97K +41 +0.6%
FWM
1080
Frontier Wealth Management
Missouri
$1.18M +$141K +832 +14%
PCM
1081
Parsons Capital Management
Rhode Island
$1.17M +$7.31K +43 +0.6%
GT
1082
Greenleaf Trust
Michigan
$1.17M +$83.6K +492 +8%
NG
1083
Northstar Group
New York
$1.17M +$2.72K +16 +0.2%
ODCM
1084
Old Dominion Capital Management
Virginia
$1.16M +$131K +773 +13%
MYIA
1085
Mount Yale Investment Advisors
Colorado
$1.16M +$72.1K +424 +7%
MA
1086
Montag & Associates
Georgia
$1.16M – – –
PWS
1087
Private Wealth Strategies
Ohio
$1.16M +$7.14K +42 +0.6%
SW
1088
SteelPeak Wealth
California
$1.16M +$709K +4,172 +159%
RAM
1089
Redmond Asset Management
Virginia
$1.15M +$18.5K +109 +2%
CCA
1090
Checchi Capital Advisers
California
$1.15M +$51.2K +301 +5%
ICM
1091
IMS Capital Management
Oregon
$1.14M -$8.16K -48 -0.7%
CC
1092
Cornerstone Capital
California
$1.14M +$389K +2,285 +51%
FMT
1093
First Mercantile Trust
Tennessee
$1.14M -$88.6K -521 -7%
BG
1094
Bollard Group
Massachusetts
$1.13M +$3.06K +18 +0.3%
MFM
1095
MD Financial Management
Ontario, Canada
$1.13M +$1.02M +6,018 +964%
TNB
1096
Thomasville National Bank
Georgia
$1.13M +$741K +7,931 +191%
NPT
1097
Nixon Peabody Trust
Massachusetts
$1.13M -$19.5K -115 -2%
LA
1098
Legacy Advisors
Pennsylvania
$1.12M +$3.4K +20 +0.3%
DWM
1099
Darwin Wealth Management
Florida
$1.12M +$305K +1,793 +38%
HCP
1100
Hexagon Capital Partners
Arkansas
$1.11M +$334K +1,968 +43%
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