UPS icon

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 %
BCM
1101
Brown Capital Management
Maryland
$1.1M -$3.4K -20 -0.3%
SWM
1102
Selective Wealth Management
Virginia
$1.1M -$1.03M -6,055 -48%
BAM
1103
Blueshift Asset Management
New Jersey
$1.1M +$1.1M +6,463 New
EH
1104
Equitable Holdings
New York
$1.1M +$21.1K +124 +2%
B
1105
Barings
North Carolina
$1.09M +$209K +1,231 +24%
SFS
1106
Solitude Financial Services
Virginia
$1.09M – – –
TSWM
1107
Triangle Securities Wealth Management
North Carolina
$1.08M -$6.8K -40 -0.6%
ANRIA
1108
American National Registered Investment Advisor
Texas
$1.08M -$510 -3 -0%
CAAS
1109
Capital Asset Advisory Services
Michigan
$1.08M +$117K +691 +12%
MCIA
1110
Mountain Capital Investment Advisors
Colorado
$1.08M +$109K +608 +11%
OTPPB
1111
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.07M -$1.46M -8,603 -58%
TA
1112
TFG Advisers
Michigan
$1.07M +$36.9K +217 +4%
RIL
1113
Rothschild Investment LLC
Illinois
$1.07M +$3.91K +23 +0.4%
PG
1114
Pendal Group
Australia
$1.07M +$729K +4,287 +216%
HBT
1115
Heartland Bank & Trust
Illinois
$1.07M +$43.7K +257 +4%
ARMT
1116
Amica Retiree Medical Trust
Rhode Island
$1.06M +$355K +2,088 +50%
CF
1117
Centaurus Financial
California
$1.06M -$493K -2,904 -32%
TCM
1118
Traynor Capital Management
Pennsylvania
$1.06M +$6.46K +38 +0.6%
VCWA
1119
Vanguard Capital Wealth Advisors
Colorado
$1.06M +$172 +1 +0%
AC
1120
Abbrea Capital
California
$1.05M +$48.6K +286 +5%
FFS
1121
Founders Financial Securities
Maryland
$1.05M +$164K +963 +18%
BW
1122
Bison Wealth
Georgia
$1.05M +$236K +1,385 +29%
PPP
1123
Private Portfolio Partners
New Jersey
$1.05M +$5.78K +34 +0.6%
BAM
1124
Berkshire Asset Management
Pennsylvania
$1.05M – – –
CW
1125
CreativeOne Wealth
Kansas
$1.05M -$31.1K -183 -3%
43 44
45
46 47