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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 %
AMG
1526
Advisors Management Group
Wisconsin
$377K +$10K +59 +3%
SAM
1527
Strategy Asset Managers
California
$375K -$9.86K -58 -3%
CPIA
1528
Cornell Pochily Investment Advisors
New York
$374K +$680 +4 +0.2%
PFSC
1529
Peoples Financial Services Corp
Pennsylvania
$373K – – –
TC
1530
Trust Company
Kansas
$372K -$91.3K -538 -20%
AWE
1531
Avidian Wealth Enterprises
Texas
$369K +$44.6K +262 +14%
ACG
1532
Allen Capital Group
Nebraska
$368K +$368K +2,166 New
AWM
1533
Absher Wealth Management
North Carolina
$367K -$8.5K -50 -2%
CCA
1534
Cobblestone Capital Advisors
New York
$367K +$85K +500 +30%
WP
1535
WealthSource Partners
California
$367K +$105K +619 +40%
TWM
1536
Tradition Wealth Management
Minnesota
$367K +$308K +1,813 +527%
RHFI
1537
Reilly Herbert Faulkner III
$366K -$198K -1,166 -35%
ACP
1538
Arcus Capital Partners
Georgia
$366K +$2.21K +13 +0.6%
VF
1539
Virtu Financial
New York
$365K -$842K -4,958 -70%
WWM
1540
Windsor Wealth Management
Indiana
$365K +$850 +5 +0.2%
FSA
1541
Financial Sense Advisors
California
$361K +$340 +2 +0.1%
AB
1542
Atlas Brown
Kentucky
$356K +$16.5K +97 +5%
CRI
1543
Colonial River Investments
Virginia
$355K +$30.1K +177 +9%
GTAM
1544
Global Trust Asset Management
Florida
$353K -$34K -200 -9%
BMC
1545
Beaton Management Company
Massachusetts
$353K -$21.2K -125 -6%
LSPW
1546
Lake Street Private Wealth
Illinois
$353K -$3.23K -19 -0.9%
ATC
1547
Adirondack Trust Company
New York
$353K +$5.95K +35 +2%
AWM
1548
Aries Wealth Management
Maine
$353K +$13.2K +75 +4%
ALAM
1549
Asahi Life Asset Management
Japan
$352K -$52.7K -310 -13%
LCM
1550
LVM Capital Management
Michigan
$352K – – –
60 61
62
63 64