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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 %
RCA
1476
Ranch Capital Advisors
Florida
$431K -$46K -271 -10%
WCG
1477
Weaver Consulting Group
California
$427K -$74.7K -440 -15%
GHAM
1478
Gilman Hill Asset Management
Connecticut
$427K -$8.51K -50 -2%
FBC
1479
Fairfield, Bush & Co
Connecticut
$425K – – –
BA
1480
Bluesphere Advisors
Pennsylvania
$425K +$82.8K +487 +24%
RCA
1481
Reitz Capital Advisors
Michigan
$424K -$10.2K -60 -2%
HPWM
1482
Highland Private Wealth Management
Washington
$424K -$2.22K -13 -0.5%
GM
1483
GeoWealth Management
Illinois
$424K +$1.19K +7 +0.3%
TF
1484
Trek Financial
Arizona
$424K +$146K +856 +52%
NNP
1485
Nachman Norwood & Parrott
South Carolina
$422K +$10.2K +60 +2%
DDC
1486
DF Dent & Co
Maryland
$418K -$22.1K -130 -5%
TCPWM
1487
Traverso Chambers Private Wealth Management
California
$418K – – –
CCM
1488
Crossvault Capital Management
Texas
$416K – – –
BBA
1489
Braun-Bostich & Associates
Pennsylvania
$413K +$62.9K +370 +18%
CWM
1490
Calamos Wealth Management
Illinois
$411K – – –
3F
1491
360 Financial
Minnesota
$411K +$170 +1 +0%
CBN
1492
Cadence Bank NA
Texas
$410K -$39.4K -232 -9%
LNB
1493
Ledyard National Bank
$408K -$14.4K -85 -3%
WRM
1494
Weybosset Research & Management
Rhode Island
$408K – – –
HR
1495
Hayden Royal
North Carolina
$408K +$408K +2,401 New
SAM
1496
SignalPoint Asset Management
Missouri
$407K +$170 +1 +0%
VCM
1497
Versant Capital Management
Arizona
$407K +$1.19K +7 +0.3%
WWM
1498
Western Wealth Management
Colorado
$406K -$5.1K -30 -1%
IA
1499
Insight Advisors
Pennsylvania
$406K +$406K +1,963 New
MAA
1500
Matrix Asset Advisors
New York
$404K -$3.56M -20,949 -90%
58 59
60
61 62