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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 %
MKC
1626
M. Kraus & Co
Vermont
$290K +$5.78K +34 +2%
APWM
1627
Atlas Private Wealth Management
New York
$290K +$111K +651 +62%
PFA
1628
Pinnacle Family Advisors
Missouri
$289K -$71K -418 -20%
QPWM
1629
Quadrant Private Wealth Management
Pennsylvania
$288K -$11.6K -68 -4%
ACA
1630
Aptus Capital Advisors
Alabama
$288K -$7.14K -42 -2%
CAC
1631
Certified Advisory Corp
Florida
$288K +$288K +1,692 New
RSWM
1632
Robertson Stephens Wealth Management
California
$288K +$288K +1,697 New
WAM
1633
Wolverine Asset Management
Illinois
$287K -$936K -5,517 -77%
BOPW
1634
Brandywine Oak Private Wealth
Pennsylvania
$287K -$65.6K -386 -19%
EM
1635
ELCO Management
New York
$287K – – –
VCM
1636
Vigilant Capital Management
Maine
$287K – – –
PFA
1637
Pathway Financial Advisors
Vermont
$286K – – –
Jones Financial Companies
1638
Jones Financial Companies
Missouri
$286K +$172K +1,011 +150%
TCBWMS
1639
Texas Capital Bank Wealth Management Services
Texas
$285K -$12.4K -73 -4%
BFPW
1640
BOK Financial Private Wealth
Colorado
$285K +$31.1K +183 +12%
RWP
1641
Ridgecrest Wealth Partners
California
$285K +$285K +1,675 New
VHAM
1642
Van Hulzen Asset Management
California
$283K +$42.3K +249 +18%
MAM
1643
MMA Asset Management
Pennsylvania
$282K +$1.19K +7 +0.4%
HF
1644
HRT Financial
New York
$282K +$282K +1,661 New
CFC
1645
Coyle Financial Counsel
Illinois
$281K +$8.5K +50 +3%
QWM
1646
Quaker Wealth Management
New Jersey
$276K -$17.7K -104 -6%
CCM
1647
Compton Capital Management
Rhode Island
$275K – – –
AGA
1648
Accuvest Global Advisors
Utah
$275K +$275K +1,619 New
LJHT
1649
Laurie J. Hall Trustee
$272K – – –
FCA
1650
FinTrust Capital Advisors
South Carolina
$272K +$8.82K +52 +3%
64 65
66
67 68