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United Parcel Service
UPS

Overview Fund Activity

1,970 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2021 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 877 increasing their positions, 721 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
-33
Holders Change %
-1.65%
% of All Funds
34.6%
Holding in Top 10
70
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-24.73%
% of All Funds
1.23%
New
122
Increased
877
Reduced
721
Closed
129
Calls
$2.59B
Puts
$2.52B
Net Calls
+$68.5M
Net Calls Change
-$390M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$608M
2
Ameriprise
Ameriprise
Minnesota
$1.67B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.14B
4
CP
Coho Partners
Pennsylvania
$179M
5
Vanguard Group
Vanguard Group
Pennsylvania
$11.7B

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
2
Two Sigma Advisers
Two Sigma Advisers
New York
$0
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$599M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$64.7M
5
First Trust Advisors
First Trust Advisors
Illinois
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$45M +$196K +1,076 +0.4%
AIG
177
American International Group
New York
$45M -$301K -1,653 -0.7%
Allianz Asset Management
178
Allianz Asset Management
Germany
$44.2M +$4.73M +25,961 +12%
Macquarie Group
179
Macquarie Group
Australia
$43.5M -$2.09M -11,480 -5%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$42.8M +$1.56M +8,584 +4%
BHIA
181
Birch Hill Investment Advisors
Massachusetts
$42.7M -$274K -1,506 -0.6%
Impax Asset Management Group
182
Impax Asset Management Group
United Kingdom
$41.7M -$3.22M -17,682 -7%
SGAM
183
Smith Group Asset Management
Texas
$41.3M -$2.03M -11,135 -5%
Nordea Investment Management
184
Nordea Investment Management
Sweden
$41.2M +$630K +3,375 +2%
Aviva
185
Aviva
United Kingdom
$40.3M -$3.61M -19,797 -8%
MIS
186
Morningstar Investment Services
Illinois
$40.3M +$480K +2,595 +1%
SO
187
STRS Ohio
Ohio
$40.3M -$8.82M -48,432 -18%
AAM
188
Advisors Asset Management
Colorado
$40M +$1.59M +8,747 +4%
RRAM
189
River Road Asset Management
Kentucky
$39.6M -$3.08M -16,935 -7%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$38.9M +$6.76M +37,110 +21%
JPMPWA
191
J.P. Morgan Private Wealth Advisors
California
$38.6M +$9.7M +53,283 +34%
ICG
192
InterOcean Capital Group
Tennessee
$38.4M +$9.48M +52,054 +33%
UCFA
193
United Capital Financial Advisors
Texas
$38.3M +$474K +2,601 +1%
William Blair & Company
194
William Blair & Company
Illinois
$38.1M -$40.4K -222 -0.1%
Holocene Advisors
195
Holocene Advisors
New York
$37.8M -$38.5M -211,652 -50%
UIM
196
USS Investment Management
United Kingdom
$37.8M +$8.03M +44,086 +27%
Creative Planning
197
Creative Planning
Kansas
$37.6M +$8.23M +45,193 +28%
USAA
198
United Services Automobile Association
Texas
$37.6M +$51.4K +282 +0.1%
ASRS
199
Arizona State Retirement System
Arizona
$36.7M +$21.5K +118 +0.1%
RCM
200
RNC Capital Management
California
$36M -$280K -1,539 -0.8%
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