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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 %
DA
1701
Dillon & Associates
Michigan
$230K -$11.1K -65 -5%
MW
1702
MBL Wealth
North Carolina
$230K +$230K +1,350 New
ROTUOC
1703
Regents of the University of California
California
$229K – – –
Credit Agricole
1704
Credit Agricole
France
$228K -$68.1K -401 -23%
LIA
1705
LBMC Investment Advisors
Tennessee
$227K -$3.4K -20 -1%
SIM
1706
SSI Investment Management
California
$227K -$171 -1 -0.1%
FWM
1707
Fairhaven Wealth Management
Illinois
$227K +$170 +1 +0.1%
VCM
1708
Vivaldi Capital Management
Illinois
$225K -$146K -675 -39%
CAMG
1709
CWA Asset Management Group
Florida
$224K -$253K -1,485 -53%
MMM
1710
Mendel Money Management
Illinois
$224K – – –
GSWM
1711
Golden State Wealth Management
California
$223K -$433K -2,556 -66%
SAM
1712
Seelaus Asset Management
New Jersey
$223K +$223K +1,314 New
TFA
1713
Trinity Financial Advisors
Ohio
$221K – – –
DJSG
1714
D.J. St. Germain
Massachusetts
$220K – – –
VIM
1715
Vista Investment Management
Pennsylvania
$219K -$1.87K -11 -0.8%
MFW
1716
Meristem Family Wealth
Minnesota
$219K – – –
WP
1717
WealthPLAN Partners
Nebraska
$217K -$47.5K -222 -18%
NEPPG
1718
New England Professional Planning Group
Rhode Island
$215K +$215K +1,002 New
EFM
1719
E Fund Management
China
$215K +$215K +1,264 New
PCG
1720
Private Capital Group
Connecticut
$214K -$18.6K -109 -8%
AFAS
1721
Acorn Financial Advisory Services
Virginia
$214K -$1.36K -8 -0.6%
CT
1722
Chicago Trust
Illinois
$213K -$791K -4,650 -79%
WMA
1723
Wealth Management Associates
New Jersey
$212K -$17.5K -103 -8%
CFA
1724
CWS Financial Advisors
Michigan
$212K -$53.8K -317 -20%
DCM
1725
Driehaus Capital Management
Illinois
$212K -$2.89K -17 -1%
67 68
69
70 71