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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 %
BFA
1501
Beaumont Financial Advisors
Massachusetts
$404K -$1.36K -8 -0.3%
PCIA
1502
Prime Capital Investment Advisors
Kansas
$404K +$82.2K +483 +26%
LWM
1503
Liberty Wealth Management
California
$401K – – –
SVWAG
1504
Sound View Wealth Advisors Group
Georgia
$400K +$12.7K +75 +3%
WA
1505
WESPAC Advisors
California
$397K -$670K -3,938 -63%
RWI
1506
Red Wave Investments
Pennsylvania
$397K +$8.5K +50 +2%
LCWP
1507
Legacy Capital Wealth Partners
Arkansas
$397K +$32.3K +190 +9%
AWM
1508
Apollon Wealth Management
South Carolina
$396K +$396K +2,327 New
LCM
1509
Leisure Capital Management
California
$394K -$30K -176 -7%
AC
1510
Alexandria Capital
Virginia
$394K – – –
MWA
1511
Meridian Wealth Advisors
Texas
$393K – – –
GC
1512
Grace Capital
Massachusetts
$391K – – –
GHA
1513
GW Henssler & Associates
Georgia
$389K -$3.57K -21 -0.9%
PA
1514
Procyon Advisors
Connecticut
$388K -$46.4K -273 -11%
MFGM
1515
Marshall Financial Group (Maryland)
Maryland
$388K -$27.2K -160 -7%
PIA
1516
Perennial Investment Advisors
California
$386K +$386K +2,273 New
SWA
1517
Sutton Wealth Advisors
Florida
$386K +$850 +5 +0.2%
FCBT
1518
First Citizens Bank & Trust
North Carolina
$385K -$1.29M -7,602 -77%
SAM
1519
Secure Asset Management
Michigan
$385K -$2.72K -16 -0.7%
UC
1520
Unio Capital
New Jersey
$385K – – –
NAM
1521
NTV Asset Management
West Virginia
$384K -$22.4K -132 -6%
BWM
1522
Baystate Wealth Management
Massachusetts
$384K -$10.9K -64 -3%
QI
1523
Qtron Investments
Massachusetts
$383K – – –
SCM
1524
Stevens Capital Management
Pennsylvania
$382K +$382K +2,249 New
JIC
1525
Joel Isaacson & Co
New York
$378K +$117K +690 +45%
59 60
61
62 63