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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 %
VIA
1126
Vident Investment Advisory
Georgia
$1.05M -$527K -3,100 -34%
SG
1127
StoneX Group
New York
$1.05M +$199K +1,168 +23%
TFS
1128
TrustCore Financial Services
Tennessee
$1.04M -$3.91K -23 -0.4%
IC
1129
IEQ Capital
California
$1.04M +$1.04M +6,124 New
PA
1130
Probity Advisors
Texas
$1.04M +$1.04M +6,111 New
ANBT
1131
American National Bank & Trust
Texas
$1.04M +$1.03M +6,072 +20,240%
IP
1132
Intellectus Partners
California
$1.03M -$18K -106 -2%
SAA
1133
Southeast Asset Advisors
Georgia
$1.03M – – –
TIA
1134
Trust Investment Advisors
Indiana
$1.02M -$65.1K -383 -6%
BCMO
1135
Buckingham Capital Management (Ohio)
Ohio
$1.02M +$81.2K +478 +9%
FIM
1136
Fernwood Investment Management
Massachusetts
$1.01M – – –
NB
1137
NBT Bank
New York
$1.01M -$4.42K -26 -0.4%
FT
1138
Fiduciary Trust
Massachusetts
$1.01M -$35.5K -209 -3%
RIM
1139
Regent Investment Management
Kentucky
$1.01M +$15.3K +90 +2%
ZIC
1140
ZWJ Investment Counsel
Georgia
$1.01M – – –
BC
1141
Bridgefront Capital
Texas
$1M +$1M +5,886 New
JCM
1142
Jag Capital Management
Missouri
$1M -$12.4M -72,918 -93%
FHB
1143
First Hawaiian Bank
Hawaii
$1M -$1.02M -5,988 -50%
TI
1144
Tidal Investments
Wisconsin
$999K +$207K +1,220 +26%
WI
1145
WrapManager Inc
California
$995K -$98.2K -578 -9%
JIC
1146
Johnson Investment Counsel
Ohio
$990K -$133K -783 -12%
GG
1147
Gleason Group
Kentucky
$988K +$6.12K +36 +0.6%
AA
1148
Ancora Advisors
Ohio
$982K -$241K -1,419 -20%
IWM
1149
IHT Wealth Management
Illinois
$977K +$30.1K +177 +3%
HJMC
1150
Hellman Jordan Management Company
Massachusetts
$975K +$975K +5,737 New
44 45
46
47 48