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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 %
FMTC
1351
Farmers & Merchants Trust Company
California
$582K -$1.87K -11 -0.3%
RBC
1352
Roble Belko & Company
Pennsylvania
$582K – – –
SWM
1353
Salvus Wealth Management
New Jersey
$580K +$51.6K +298 +10%
BO
1354
Bank OZK
Arkansas
$577K +$8.68K +51 +2%
DBG
1355
De Burlo Group
Massachusetts
$576K – – –
MF
1356
Montis Financial
Massachusetts
$575K +$171 +1 +0%
TWI
1357
Thomas White International
Illinois
$573K – – –
RCAG
1358
Rehmann Capital Advisory Group
Michigan
$572K +$5.27K +31 +0.9%
SAM
1359
Summit Asset Management
Tennessee
$568K – – –
WA
1360
Wealth Alliance
New York
$568K +$100K +590 +21%
BDWM
1361
Brewin Dolphin Wealth Management
Ireland
$566K -$38.2K -225 -6%
COF
1362
Capital One Financial
Virginia
$566K -$144K -850 -20%
SP
1363
Successful Portfolios
Florida
$566K -$1.7K -10 -0.3%
QCM
1364
Quest Capital Management
Texas
$564K -$125K -737 -18%
FMBTD
1365
First Midwest Bank Trust Division
Illinois
$563K +$141K +827 +33%
EW
1366
Evoke Wealth
California
$563K +$327K +1,925 +139%
SLF
1367
Sun Life Financial
Ontario, Canada
$561K -$6.28K -37 -1%
BCA
1368
Berman Capital Advisors
Georgia
$559K +$59.4K +350 +12%
MCM
1369
Maryland Capital Management
Maryland
$556K +$173K +1,020 +45%
LFA
1370
Landmark Financial Advisors
Kentucky
$551K -$53.5K -315 -9%
RWA
1371
Redhawk Wealth Advisors
Minnesota
$551K – – –
FA
1372
FMA Advisory
Pennsylvania
$548K -$32K -188 -6%
LWP
1373
Lumature Wealth Partners
Georgia
$548K +$548K +3,223 New
NC
1374
NovaPoint Capital
Georgia
$547K -$4.59K -27 -0.8%
GCM
1375
Gladius Capital Management
Illinois
$547K +$16.3K +96 +3%
53 54
55
56 57