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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 %
S
1226
swisspartners
Liechtenstein
$809K – – –
DIP
1227
DT Investment Partners
Pennsylvania
$809K +$101K +595 +14%
RM
1228
Resource Management
Louisiana
$806K -$247K -1,455 -23%
IA
1229
IFG Advisory
Georgia
$806K +$67.9K +400 +9%
SFM
1230
Signet Financial Management
New Jersey
$804K +$39.4K +232 +5%
LMAM
1231
Legg Mason Asset Management
Japan
$801K -$159K -934 -17%
CC
1232
Chicago Capital
Illinois
$801K – – –
PAS
1233
Park Avenue Securities
New York
$801K +$32.7K +192 +4%
P
1234
Pitcairn
Pennsylvania
$794K +$116K +683 +17%
FNBOSM
1235
First National Bank of South Miami
Florida
$790K -$2.21K -13 -0.3%
ESBC
1236
E.S. Barr & Co
Kentucky
$788K -$105K -615 -12%
BFS
1237
Bradley Foster & Sargent
Connecticut
$786K – – –
FG
1238
Fiduciary Group
Georgia
$783K -$4.08K -20 -0.5%
CAL
1239
Capital Analysts LLC
Pennsylvania
$782K +$772K +4,540 +7,695%
PWPS
1240
Pinnacle Wealth Planning Services
Ohio
$777K +$32.5K +191 +4%
WPW
1241
Waldron Private Wealth
Pennsylvania
$774K -$45.5K -268 -6%
SMC
1242
Smith, Moore & Co
Missouri
$773K +$51.2K +301 +7%
V
1243
VeraBank
Texas
$772K -$8.5K -50 -1%
EVC
1244
Eidelman Virant Capital
Missouri
$767K +$535K +3,150 +230%
IWAG
1245
Integer Wealth Advisors Group
Georgia
$765K -$8.8K -50 -1%
MHS
1246
M Holdings Securities
Oregon
$765K +$765K +4,503 New
BPC
1247
Banque Pictet & Cie
Switzerland
$764K +$148K +870 +24%
TBNY
1248
Trustco Bank (New York)
New York
$760K -$11.2K -66 -1%
ACM
1249
Allred Capital Management
Texas
$759K -$38.6K -227 -5%
MSA
1250
Marino Stram & Associates
Massachusetts
$757K +$60.7K +357 +9%
48 49
50
51 52