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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 %
MMHP
1426
Murphy Middleton Hinkle & Parker
Georgia
$494K -$131K -770 -21%
LSAG
1427
Lake Street Advisors Group
New Hampshire
$494K +$10.5K +62 +2%
WAM
1428
Weatherly Asset Management
California
$493K – – –
CWA
1429
Choice Wealth Advisors
Maine
$491K +$1.7K +10 +0.3%
EWM
1430
EPG Wealth Management
Georgia
$491K +$6.79K +40 +1%
TCB
1431
Texas Capital Bancshares
Texas
$490K – – –
TFO
1432
Tarbox Family Office
California
$490K – – –
SWM
1433
Segment Wealth Management
Texas
$488K +$7.14K +42 +1%
AWA
1434
Arete Wealth Advisors
Illinois
$483K +$1.2K +7 +0.2%
AWAP
1435
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$482K +$97.1K +571 +25%
ESB
1436
Essex Savings Bank
Connecticut
$480K +$788 +5 +0.2%
CPIG
1437
Chicago Partners Investment Group
Illinois
$479K +$5.98K +34 +1%
W
1438
WealthStone
Ohio
$479K +$25.5K +150 +6%
CWM
1439
Cabot Wealth Management
Massachusetts
$479K +$32.7K +192 +7%
BSA
1440
Braun Stacey Associates
New York
$478K -$170K -1,000 -26%
TSS
1441
Two Sigma Securities
New York
$478K +$478K +2,814 New
OWA
1442
Octavia Wealth Advisors
Ohio
$477K -$60.2K -354 -11%
CFFP
1443
Center for Financial Planning
Michigan
$477K +$7.65K +45 +2%
QCG
1444
Quadrant Capital Group
Ohio
$477K +$10.2K +60 +2%
RFN
1445
RDA Financial Network
Iowa
$476K – – –
SFA
1446
Source Financial Advisors
New York
$476K +$1.7K +10 +0.4%
RPWA
1447
Regent Peak Wealth Advisors
Georgia
$476K +$18K +106 +4%
VAM
1448
Verity Asset Management
North Carolina
$471K -$66.8K -393 -12%
Cohen & Steers
1449
Cohen & Steers
New York
$470K -$4.61M -27,132 -91%
MBT
1450
Montecito Bank & Trust
California
$469K -$11.9K -70 -2%
56 57
58
59 60