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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 %
DBRC
1176
D.B. Root & Company
Pennsylvania
$917K +$104K +613 +13%
MIM
1177
MTM Investment Management
South Carolina
$913K +$521K +3,064 +133%
1SB
1178
1ST Source Bank
Indiana
$910K +$26.8K +158 +3%
EHWM
1179
Eads & Heald Wealth Management
Georgia
$909K -$49.6K -292 -5%
HIA
1180
Harbor Investment Advisory
Maryland
$908K +$25.8K +152 +3%
FFWA
1181
FRG Family Wealth Advisors
Washington
$908K +$79.9K +470 +10%
KFA
1182
Krane Funds Advisors
New York
$908K +$260K +1,531 +40%
OFG
1183
OmniStar Financial Group
North Carolina
$907K -$1.12M -6,578 -55%
SCM
1184
Southport Capital Management
Tennessee
$901K +$76.6K +451 +9%
WIA
1185
Wealthstreet Investment Advisors
Texas
$899K -$280K -1,650 -24%
DGHMC
1186
Dalton, Greiner, Hartman, Maher & Co
New York
$898K -$416K -2,446 -32%
HPC
1187
HM Payson & Co
Maine
$898K -$15.1K -89 -2%
ACS
1188
Archford Capital Strategies
Illinois
$898K +$13.1K +73 +1%
CPA
1189
Clear Perspective Advisors
Illinois
$898K +$41.7K +245 +5%
BWAM
1190
Boyd Watterson Asset Management
Ohio
$894K -$2.04K -12 -0.2%
CDH
1191
Charles D. Hyman
$890K -$4.59K -27 -0.5%
MSS
1192
Mitchell Sinkler & Starr
Pennsylvania
$890K +$31.5K +185 +4%
AW
1193
Alaethes Wealth
Nevada
$884K +$884K +5,202 New
LBD
1194
Landsberg Bennett & Dubbaneh
Florida
$879K +$28.8K +168 +3%
SIP
1195
Stoneridge Investment Partners
Pennsylvania
$871K – – –
Fayez Sarofim & Co
1196
Fayez Sarofim & Co
Texas
$868K +$562K +3,306 +183%
CTI
1197
Community Trust & Investment
Kentucky
$867K -$13.4K -79 -2%
AAM
1198
AR Asset Management
California
$867K – – –
LFAS
1199
Level Four Advisory Services
Texas
$865K -$475K -2,798 -35%
AA
1200
Argent Advisors
Louisiana
$865K +$32.5K +191 +4%
46 47
48
49 50