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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 %
PPSG
1576
Princeton Portfolio Strategies Group
New Jersey
$329K – – –
GH
1577
GAM Holding
Switzerland
$329K +$22.3K +131 +7%
MCM
1578
McRae Capital Management
New Jersey
$328K +$510 +3 +0.2%
SWIG
1579
Strategic Wealth Investment Group
Kentucky
$327K -$510 -3 -0.2%
BCA
1580
Bray Capital Advisors
Florida
$327K +$851 +5 +0.3%
AIM
1581
Avity Investment Management
Connecticut
$327K +$119K +700 +57%
RE
1582
RBC Europe
United Kingdom
$326K – – –
ACM
1583
Advisors Capital Management
New Jersey
$325K +$106K +623 +48%
WWA
1584
WC Walker & Associates
California
$324K – – –
AFA
1585
Atlanta Financial Associates
Georgia
$323K – – –
TI
1586
Truehand Inc
New Hampshire
$323K – – –
CG
1587
Corundum Group
Colorado
$322K +$5.94K +35 +2%
PAMP
1588
Polar Asset Management Partners
Ontario, Canada
$321K -$83.2K -490 -21%
ST
1589
Smithfield Trust
Pennsylvania
$321K – – –
SCA
1590
STALEY CAPITAL ADVISERS
Pennsylvania
$320K – – –
PRWA
1591
Platte River Wealth Advisors
Colorado
$320K – – –
DBIA
1592
Dumont & Blake Investment Advisors
New Jersey
$319K -$10.9K -64 -3%
LB
1593
Legacy Bridge
Iowa
$319K -$9.69K -57 -3%
S
1594
SimplyRich
California
$319K +$8.32K +49 +3%
TF
1595
TimeScale Financial
Massachusetts
$316K +$18.8K +111 +6%
NICM
1596
Neo Ivy Capital Management
New York
$316K +$71.5K +420 +29%
BBA
1597
BLB&B Advisors
Pennsylvania
$315K -$67.9K -400 -18%
WAAG
1598
Wealth Alliance Advisory Group
Kansas
$315K +$5.95K +35 +2%
GWSG
1599
GPS Wealth Strategies Group
Colorado
$312K +$312K +1,839 New
FCCM
1600
First City Capital Management
Georgia
$311K +$311K +1,475 New
62 63
64
65 66