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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 %
KC
1201
Knuff & Co
California
$865K +$811K +4,770 +1,505%
FDS
1202
First Dallas Securities
Texas
$858K +$72.2K +425 +9%
GI
1203
Glovista Investments
New Jersey
$853K +$229K +1,350 +37%
FMC
1204
First Merchants Corp
Indiana
$851K -$138K -812 -14%
BTWM
1205
Baker Tilly Wealth Management
Wisconsin
$850K +$570K +3,353 +203%
MSFS
1206
Main Street Financial Solutions
Pennsylvania
$849K -$11.9K -70 -1%
GRP
1207
Global Retirement Partners
California
$846K -$403K -2,372 -32%
WMP
1208
Wealth Management Partners
Arizona
$840K +$10.7K +62 +1%
AFS
1209
Axiom Financial Strategies
Indiana
$838K -$3.23K -19 -0.4%
RWA
1210
Ropes Wealth Advisors
Massachusetts
$837K +$47.6K +222 +6%
GFS
1211
GYL Financial Synergies
Connecticut
$832K +$119K +701 +17%
EWM
1212
Evermay Wealth Management
Virginia
$829K -$18.7K -110 -2%
TPWA
1213
TRUE Private Wealth Advisors
Oregon
$828K -$62K -365 -7%
TAM
1214
Tocqueville Asset Management
New York
$827K -$1.05M -6,167 -56%
IWA
1215
IVC Wealth Advisors
Pennsylvania
$826K +$65.1K +383 +9%
1WA
1216
180 Wealth Advisors
Washington
$823K +$160K +755 +24%
EFS
1217
Essex Financial Services
Connecticut
$823K +$133K +785 +19%
WKWM
1218
Walter & Keenan Wealth Management
Indiana
$820K -$262K -1,540 -24%
BJL
1219
Brighton Jones LLC
Washington
$820K -$15.3K -90 -2%
PI
1220
Pettee Investors
Connecticut
$819K – – –
ERWM
1221
Elk River Wealth Management
Colorado
$818K +$25.5K +150 +3%
DA
1222
Detalus Advisors
Missouri
$817K +$10.2K +60 +1%
CCP
1223
Corbin Capital Partners
New York
$816K +$816K +4,800 New
CFG
1224
Cooper Financial Group
California
$810K -$21.9K -129 -3%
HCP
1225
Holt Capital Partners
Texas
$810K – – –
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