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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 %
STB
1301
S&T Bank
Pennsylvania
$660K +$2.04K +12 +0.3%
NB
1302
Northwest Bancshares
Pennsylvania
$658K -$38.4K -226 -6%
EWA
1303
ERTS Wealth Advisors
Michigan
$658K -$4.42K -26 -0.7%
MIG
1304
McGuire Investment Group
Rhode Island
$658K +$10.2K +60 +2%
BDF
1305
Balasa Dinverno & Foltz
$658K +$73.6K +433 +13%
LA
1306
LVW Advisors
New York
$656K +$242K +1,421 +58%
PK
1307
Pflug Koory
Nebraska
$655K -$2.04K -12 -0.3%
CAGAS
1308
Capital Advisory Group Advisory Services
Minnesota
$654K +$27.3K +161 +4%
SCI
1309
Stableford Capital II
Arizona
$653K +$8.84K +52 +1%
BC
1310
Burney Company
Virginia
$652K +$48.8K +287 +8%
GAM
1311
Grandview Asset Management
Pennsylvania
$651K +$97.3K +572 +18%
CNFG
1312
Creegan & Nassoura Financial Group
New Hampshire
$650K +$170 +1 +0%
ED
1313
Exane Derivatives
France
$650K -$28.4K -167 -4%
KC
1314
Kingfisher Capital
North Carolina
$645K -$2.18M -12,798 -77%
LWCFA
1315
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$643K +$154K +908 +32%
FCMT
1316
Founders Capital Management (Texas)
Texas
$640K -$8.5K -50 -1%
BL
1317
Balentine LLC
Georgia
$640K +$18.9K +111 +3%
BEAM
1318
Baker Ellis Asset Management
Washington
$639K – – –
PWM
1319
Perigon Wealth Management
California
$631K +$259K +1,525 +70%
IB
1320
Intrust Bank
Kansas
$629K -$850 -5 -0.1%
BSB
1321
Bangor Savings Bank
Maine
$625K +$22.5K +132 +4%
ML
1322
McAdam LLC
Pennsylvania
$622K +$5.1K +30 +0.8%
CA
1323
Claro Advisors
Massachusetts
$621K +$134K +788 +27%
MAG
1324
MRA Advisory Group
New Jersey
$620K -$363K -2,135 -37%
MCCP
1325
Mission Creek Capital Partners
California
$620K -$34K -200 -5%
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