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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 %
AIP
1601
Almanack Investment Partners
Pennsylvania
$309K -$8.33K -49 -3%
KPCM
1602
Kings Point Capital Management
New York
$306K -$59.5K -350 -16%
Financial Engines Advisors
1603
Financial Engines Advisors
California
$306K -$3.73K -22 -1%
KA
1604
Kercheville Advisors
Texas
$306K – – –
WSCM
1605
Wellington Shields Capital Management
New York
$305K – – –
QCM
1606
Quantinno Capital Management
New York
$304K – – –
PCM
1607
Penserra Capital Management
California
$304K +$48.8K +287 +19%
CFD
1608
Creative Financial Designs
Indiana
$304K +$56.6K +333 +23%
DIA
1609
Dana Investment Advisors
Wisconsin
$303K -$8.66K -51 -3%
DA
1610
DSC Advisors
Illinois
$303K +$303K +1,784 New
BCM
1611
Boltwood Capital Management
California
$302K – – –
SNBOSD
1612
Security National Bank of So Dak
Iowa
$302K +$28.1K +165 +10%
MG
1613
Mather Group
Illinois
$302K +$64.8K +382 +27%
OFS
1614
OneAscent Financial Services
Alabama
$301K +$301K +1,770 New
OPA
1615
Old Port Advisors
Maine
$299K +$299K +1,761 New
AWP
1616
Abacus Wealth Partners
California
$299K +$20.7K +122 +7%
LA
1617
LexAurum Advisors
Kansas
$297K -$1.53K -9 -0.5%
NDSI
1618
Newman Dignan & Sheerar Inc
Rhode Island
$294K +$294K +1,729 New
MFG
1619
MidWestOne Financial Group
Iowa
$293K – – –
WC
1620
Westhampton Capital
North Carolina
$293K +$293K +1,725 New
FP
1621
Financial Perspectives
Minnesota
$293K +$291K +49,514 +16,899%
HFM
1622
Harvest Fund Management
China
$292K -$566K -3,359 -66%
CAG
1623
Crestwood Advisors Group
Massachusetts
$291K -$6.63K -39 -2%
LNWTC
1624
Laird Norton Wetherby Trust Company
Washington
$290K -$839 -5 -0.3%
SFO
1625
Stokes Family Office
Louisiana
$290K +$3.91K +23 +1%
63 64
65
66 67