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 %
VA
1251
Valmark Advisers
Ohio
$755K +$41K +241 +6%
DWM
1252
Dakota Wealth Management
Florida
$754K -$40.3K -237 -5%
MGWM
1253
Marks Group Wealth Management
Minnesota
$754K +$44.6K +263 +6%
SB
1254
Sunflower Bank
Texas
$745K -$91.1K -536 -11%
WFA
1255
WestHill Financial Advisors
California
$740K +$170 +1 +0%
PSP
1256
Principal Street Partners
Tennessee
$740K +$468K +2,752 +172%
KMWM
1257
Keudell/Morrison Wealth Management
Oregon
$737K -$30.3K -178 -4%
RA
1258
RFG Advisory
Alabama
$735K -$51.7K -304 -7%
HCA
1259
Harbour Capital Advisors
Virginia
$732K +$732K +4,309 New
GEA
1260
Glen Eagle Advisors
New Jersey
$728K +$111K +651 +18%
SS
1261
Simplicity Solutions
Minnesota
$728K -$6.77M -39,837 -90%
ABTD
1262
Arvest Bank Trust Division
Oklahoma
$725K +$126K +743 +21%
PWP
1263
Principle Wealth Partners
Connecticut
$724K -$8.32K -49 -1%
AIC
1264
Archer Investment Corporation
Indiana
$722K – – –
SCI
1265
S&CO Inc
Massachusetts
$717K – – –
FCFC
1266
First Commonwealth Financial Corp
Pennsylvania
$717K +$85.7K +504 +14%
MHC
1267
Meyer Handelman Company
New York
$714K +$255K +1,500 +56%
BFA
1268
Bragg Financial Advisors
North Carolina
$714K +$440K +2,590 +161%
CP
1269
Covenant Partners
Tennessee
$712K -$121K -714 -15%
HCM
1270
Hudson Capital Management
New Jersey
$711K -$153K -900 -18%
VC
1271
Vicus Capital
Pennsylvania
$705K -$117K -687 -14%
ACM
1272
Alethea Capital Management
Washington
$705K +$705K +4,150 New
LOAMS
1273
Lombard Odier Asset Management (Switzerland)
Switzerland
$703K +$703K +4,134 New
OPS
1274
Orion Portfolio Solutions
Nebraska
$702K +$27.5K +162 +4%
DT
1275
Diversified Trust
Tennessee
$699K -$326K -1,919 -32%
49 50
51
52 53