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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 %
NIM
1401
NuWave Investment Management
New Jersey
$518K +$346K +2,038 +202%
MFG
1402
Menard Financial Group
Texas
$517K -$117K -688 -18%
FHA
1403
Flagship Harbor Advisors
Massachusetts
$517K -$58.1K -342 -10%
CWP
1404
Concord Wealth Partners
Virginia
$515K +$258K +1,518 +100%
NB
1405
Nicolet Bankshares
Wisconsin
$511K -$10.5K -62 -2%
OWP
1406
Obermeyer Wealth Partners
Colorado
$511K +$511K +3,005 New
MJRIC
1407
Mogy Joel R Investment Counsel
California
$510K – – –
KPW
1408
Kore Private Wealth
New York
$509K -$32.6K -192 -6%
BFO
1409
Boston Family Office
Massachusetts
$509K – – –
UF
1410
Univest Financial
Pennsylvania
$509K +$2.72K +16 +0.5%
B
1411
Bailard
California
$508K +$18.5K +109 +4%
JWM
1412
Jeppson Wealth Management
California
$507K – – –
CAS
1413
Cascadia Advisory Services
Oregon
$504K +$504K +2,967 New
APW
1414
Aurora Private Wealth
New Jersey
$502K +$6.46K +38 +1%
XSC
1415
X-Square Capital
Puerto Rico
$500K – – –
AC
1416
Avestar Capital
New York
$500K +$29.8K +150 +6%
MWM
1417
Mascoma Wealth Management
New Hampshire
$500K +$185K +1,091 +59%
CQS
1418
Credential Qtrade Securities
$500K +$187K +1,100 +60%
NA
1419
Navellier & Associates
Nevada
$497K -$71.7K -422 -13%
CA
1420
Cornerstone Advisory
Maryland
$497K +$240K +1,411 +93%
AFP
1421
Ausdal Financial Partners
Iowa
$496K -$27.9K -164 -5%
ITIM
1422
Indiana Trust & Investment Management
Indiana
$496K – – –
CF
1423
Corrigan Financial
Rhode Island
$496K – – –
WSTAM
1424
Wilbanks Smith & Thomas Asset Management
Virginia
$495K +$8.5K +50 +2%
FAM
1425
Formidable Asset Management
Ohio
$495K +$29.6K +173 +6%
55 56
57
58 59