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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
1
JPMorgan Chase & Co
New York
$1.32B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.7B
3
Ameriprise
3
Ameriprise
Minnesota
$1.11B
4
BlackRock
4
BlackRock
New York
$9.18B
5
Invesco
5
Invesco
Georgia
$1.37B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$676M
2
Charles Schwab
2
Charles Schwab
California
$544M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.49B
4
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$476M
5
Franklin Resources
5
Franklin Resources
California
$1.44B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1951
Solstein Capital
California
$2K +$2K +9 New
TFA
1952
Transamerica Financial Advisors
Florida
$1K – – –
KFP
1953
KB Financial Partners
New Jersey
$1K +$1K +8 New
MIH
1954
Meitav Investment House
Israel
$947 +$947 +5,585 New
MGIM
1955
M&G Investment Management
United Kingdom
$397 -$35 -204 -8%
FGAM
1956
Financial Gravity Asset Management
Texas
$328 – – –
SWM
1957
Sugarloaf Wealth Management
Georgia
$314 – +2 +0.1%
WIM
1958
Westside Investment Management
California
$31 – – –
Zurich Cantonal Bank
1959
Zurich Cantonal Bank
Switzerland
– -$30.9M -183,241 Closed
MSA
1960
Mason Street Advisors
Wisconsin
– -$16.6M -98,662 Closed
ELC
1961
Edgar Lomax Company
Virginia
– -$16.4M -97,095 Closed
CC
1962
Cartenna Capital
Connecticut
– -$8.81M -52,295 Closed
BC
1963
Beaconlight Capital
New York
– -$5.68M -33,712 Closed
EGM
1964
Engineers Gate Manager
New York
– -$5.59M -33,211 Closed
PFMU
1965
Privium Fund Management (UK)
United Kingdom
– -$5.54M -32,910 Closed
IP
1966
Interval Partners
New York
– -$4.51M -26,763 Closed
TC
1967
TwinBeech Capital
New York
– -$4.33M -25,731 Closed
MFG
1968
Monte Financial Group
Connecticut
– -$4.04M -23,965 Closed
Capstone Investment Advisors
1969
Capstone Investment Advisors
New York
– -$3.67M -21,787 Closed
JWM
1970
Jupiter Wealth Management
Colorado
– -$3.37M -20,030 Closed
DA
1971
Duality Advisers
Florida
– -$2.97M -17,605 Closed
GSC
1972
G&S Capital
Colorado
– -$2.95M -17,532 Closed
AIM
1973
Aigen Investment Management
New York
– -$2.79M -16,592 Closed
BWP
1974
Bernardo Wealth Planning
Pennsylvania
– -$2.57M -15,283 Closed
TEE
1975
Tibra Equities Europe
United Kingdom
– -$2.5M -14,870 Closed
77 78
79
80 81