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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 %
WIC
1651
Whitegate Investment Counselors
New Hampshire
$271K +$21.3K +125 +9%
GIM
1652
Guild Investment Management
California
$270K +$270K +1,591 New
MCWS
1653
McKinley Carter Wealth Services
West Virginia
$269K +$2.73K +16 +1%
GSIS
1654
Global Strategic Investment Solutions
Arizona
$268K +$268K +1,578 New
BONST
1655
Bank of Nova Scotia Trust
Ontario, Canada
$267K -$292K -1,718 -52%
PWC
1656
PYA Waltman Capital
Tennessee
$267K – – –
ECM
1657
Elgethun Capital Management
South Dakota
$267K +$1.7K +10 +0.6%
NFG
1658
Nadler Financial Group
Illinois
$265K +$5.11K +30 +2%
GSEP
1659
Golden State Equity Partners
California
$264K -$14.5K -85 -5%
YMRC
1660
Yorktown Management & Research Company
Virginia
$262K -$255K -1,500 -49%
FPB
1661
First PREMIER Bank
South Dakota
$262K – – –
TWM
1662
Titus Wealth Management
California
$262K +$34K +200 +15%
RB
1663
Renasant Bank
Mississippi
$261K -$24.5K -144 -9%
IC
1664
Inscription Capital
Texas
$257K +$257K +1,509 New
GCP
1665
GSA Capital Partners
United Kingdom
$257K +$257K +1,510 New
ACM
1666
AUA Capital Management
Pennsylvania
$256K – – –
DIM
1667
DC Investments Management
Virginia
$256K +$256K +1,504 New
RC
1668
RBO & Co
California
$255K – – –
JF
1669
Jump Financial
Illinois
$254K -$511K -3,006 -67%
CA
1670
Calton & Associates
Florida
$254K +$11K +65 +5%
BAM
1671
Bellevue Asset Management
Washington
$253K +$171 +1 +0.1%
TIA
1672
Tiemann Investment Advisors
California
$251K -$8.51K -50 -3%
FA
1673
Faithward Advisors
Pennsylvania
$251K +$251K +1,475 New
MA
1674
Mosaic Advisors
Texas
$249K +$249K +1,464 New
HIC
1675
Harvey Investment Company
Kentucky
$248K – – –
65 66
67
68 69