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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 %
Ensign Peak Advisors
176
Ensign Peak Advisors
Utah
$38.1M -$4.47M -26,279 -10%
AAM
177
Advisors Asset Management
Colorado
$37.6M +$138K +809 +0.4%
KWM
178
Kingsview Wealth Management
Oregon
$37.6M -$6.07M -3,550 -14%
VPI
179
Value Partners Investments
Manitoba, Canada
$37.1M -$117K -687 -0.3%
JPMPWA
180
J.P. Morgan Private Wealth Advisors
California
$36.9M -$12.2M -71,622 -25%
William Blair & Company
181
William Blair & Company
Illinois
$36.8M -$854K -5,026 -2%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$36.5M +$1.74M +10,245 +5%
MIS
183
Morningstar Investment Services
Illinois
$36.5M -$1.47M -8,731 -4%
Axa
184
Axa
France
$36M -$21.1M -124,266 -37%
KeyBank National Association
185
KeyBank National Association
Ohio
$35.9M -$430K -2,528 -1%
FAF
186
Fjarde Ap-fonden
Sweden
$35.4M +$697K +4,100 +2%
Man Group
187
Man Group
United Kingdom
$35.1M +$29M +170,577 +473%
CIBC World Market
188
CIBC World Market
Ontario, Canada
$34.7M -$3.19M -18,775 -8%
BNP Paribas Asset Management
189
BNP Paribas Asset Management
France
$34.7M +$3.32M +19,521 +11%
ASRS
190
Arizona State Retirement System
Arizona
$34.3M -$420K -2,472 -1%
NIM
191
Nexus Investment Management
Ontario, Canada
$34.1M -$569K -3,350 -2%
IAIM
192
International Assets Investment Management
Florida
$33.7M +$16.5M +97,403 +95%
Arrowstreet Capital
193
Arrowstreet Capital
Massachusetts
$33.7M +$30.2M +177,546 +858%
Comerica Bank
194
Comerica Bank
Texas
$33.3M +$1.41M +7,865 +4%
RCM
195
RNC Capital Management
California
$33.3M -$3.26M -19,189 -9%
Jane Street
196
Jane Street
New York
$32.9M +$492K +2,893 +2%
AIA
197
Avalon Investment & Advisory
Texas
$32.7M -$2.26M -13,317 -6%
Allianz Asset Management
198
Allianz Asset Management
Germany
$32.4M +$9.62M +56,591 +42%
ICG
199
InterOcean Capital Group
Tennessee
$32.2M +$2.2M +12,957 +7%
APG Asset Management
200
APG Asset Management
Netherlands
$32.1M -$27M -186,870 -46%
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