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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 %
AP
1451
Advisors Preferred
Maryland
$468K +$181K +1,060 +63%
BI
1452
Blooom Inc
Kansas
$467K +$25.3K +151 +6%
NFG
1453
Nations Financial Group
Iowa
$464K +$11.6K +68 +3%
CCM
1454
Cribstone Capital Management
Maine
$461K +$25.1K +148 +6%
KTC
1455
Kistler-Tiffany Companies
Pennsylvania
$459K -$4.25K -25 -0.9%
CBT
1456
CoreFirst Bank & Trust
Kansas
$457K – – –
FIA
1457
Foundations Investment Advisors
Arizona
$456K +$204K +1,186 +81%
AWM
1458
Avior Wealth Management
Nebraska
$454K -$19.7K -116 -4%
RCM
1459
RB Capital Management
Nevada
$454K +$16.2K +95 +4%
NP
1460
NorthRock Partners
Minnesota
$451K -$20.4K -120 -4%
GWM
1461
Gray Wealth Management
Maine
$451K +$21.3K +125 +5%
PCP
1462
Proficio Capital Partners
Massachusetts
$450K +$118K +693 +35%
UIA
1463
UBP Investment Advisors
Switzerland
$450K +$450K +2,665 New
CFS
1464
Cannon Financial Strategists
Georgia
$447K – – –
SRC
1465
Shufro Rose & Co
New York
$446K -$68K -400 -13%
DFG
1466
Demars Financial Group
Washington
$445K -$11K -65 -2%
WSC
1467
Wellington Shields & Co
New York
$443K -$85K -500 -16%
AWM
1468
Accel Wealth Management
Iowa
$443K -$15.6K -92 -3%
PC
1469
Peavine Capital
Nevada
$442K – – –
CT
1470
Cambridge Trust
Massachusetts
$441K +$79K +465 +22%
DFA
1471
Delta Financial Advisors
Louisiana
$439K -$70.5K -414 -14%
LOAME
1472
Lombard Odier Asset Management (Europe)
United Kingdom
$439K +$439K +2,582 New
CIC
1473
Chase Investment Counsel
Virginia
$438K – – –
NEWAS
1474
N.E.W. Advisory Services
Wisconsin
$437K +$71.4K +416 +20%
GKWIM
1475
Gerber Kawasaki Wealth & Investment Management
California
$433K +$72.9K +429 +20%
57 58
59
60 61