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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 %
WA
1676
Waverly Advisors
Alabama
$248K +$248K +1,160 New
TFS
1677
Thoroughbred Financial Services
Tennessee
$247K +$247K +1,454 New
NPA
1678
Nichols & Pratt Advisers
Massachusetts
$246K – – –
BCM
1679
Becker Capital Management
Oregon
$244K +$8.5K +50 +4%
EH
1680
Employers Holdings
Nevada
$243K – – –
SRC
1681
Sage Rhino Capital
California
$243K +$39.1K +230 +19%
GTCM
1682
Gyon Technologies Capital Management
New Jersey
$242K -$4.28M -25,185 -95%
BCP
1683
Berkeley Capital Partners
Georgia
$242K -$5.94K -35 -2%
MIC
1684
Means Investment Company
Maine
$242K +$340 +2 +0.1%
CWM
1685
Circle Wealth Management
New Jersey
$241K -$5.6K -33 -2%
JAG
1686
Journey Advisory Group
Kentucky
$241K -$170 -1 -0.1%
TA
1687
Tectonic Advisors
Texas
$241K +$241K +1,418 New
SN
1688
Sittner & Nelson
Oregon
$241K +$202K +2,750 +526%
RCG
1689
Rock Creek Group
District of Columbia
$239K -$236K -1,392 -50%
FFG
1690
Frisch Financial Group
New York
$238K -$166K -978 -41%
TWA
1691
TCI Wealth Advisors
Arizona
$238K -$6.13K -36 -3%
MHIC
1692
Marble Harbor Investment Counsel
Massachusetts
$238K – – –
WBG
1693
Wharton Business Group
Pennsylvania
$238K +$238K +1,403 New
PB
1694
Pinnacle Bancorp
Nebraska
$235K +$12.8K +75 +6%
AL
1695
Aspiriant LLC
California
$234K +$678 +4 +0.3%
WCF
1696
West Coast Financial
California
$234K +$10.7K +63 +5%
W
1697
Wealthquest
Ohio
$233K – – –
KA
1698
Klingman & Associates
New York
$233K +$233K +1,370 New
ESCM
1699
Echo Street Capital Management
New York
$233K +$233K +1,372 New
BHBT
1700
Burke & Herbert Bank & Trust
Virginia
$231K -$339 -2 -0.1%
66 67
68
69 70