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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 %
MWNA
1976
Marshall Wace North America
New York
– -$66.8M -321,337 Closed
MIFH
1977
Migdal Insurance & Financial Holdings
Israel
– -$43.7M -210,000 Closed
WorldQuant Millennium Advisors
1978
WorldQuant Millennium Advisors
New York
– -$36.6M -176,194 Closed
Voloridge Investment Management
1979
Voloridge Investment Management
Florida
– -$36.6M -175,941 Closed
MCM
1980
Moore Capital Management
New York
– -$27.3M -131,437 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1981
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$21.2M -101,976 Closed
JGC
1982
J. Goldman & Co
New York
– -$13.8M -66,369 Closed
WMSA
1983
Weiss Multi-Strategy Advisers
New York
– -$12.2M -58,696 Closed
AGAM
1984
Avalon Global Asset Management
California
– -$10.4M -50,000 Closed
CC
1985
Cartenna Capital
Connecticut
– -$10.1M -48,600 Closed
NAMA
1986
Nikko Asset Management Americas
New York
– -$8.85M -42,668 Closed
IP
1987
Interval Partners
New York
– -$8.51M -40,930 Closed
WI
1988
WBI Investments
New Jersey
– -$5.24M -25,218 Closed
ETC
1989
Exchange Traded Concepts
Oklahoma
– -$4.89M -23,513 Closed
OMC
1990
Old Mission Capital
Illinois
– -$4.89M -23,510 Closed
CCFM
1991
Clear Creek Financial Management
Washington
– -$4.61M -22,161 Closed
LSA
1992
L & S Advisors
California
– -$4.21M -20,249 Closed
FC
1993
FORA Capital
Florida
– -$3.56M -17,111 Closed
Wealth Enhancement Advisory Services
1994
Wealth Enhancement Advisory Services
Minnesota
– -$3.49M -16,382 Closed
B
1995
BP
United Kingdom
– -$3.39M -16,278 Closed
6M
1996
6 Meridian
Kansas
– -$3.33M -16,019 Closed
RCM
1997
Radnor Capital Management
Pennsylvania
– -$3.15M -15,120 Closed
CIC
1998
Chilton Investment Company
Connecticut
– -$3.04M -14,626 Closed
GWM
1999
GSB Wealth Management
Connecticut
– -$2.8M -13,454 Closed
NAG
2000
Northstar Advisory Group
New Jersey
– -$2.73M -13,135 Closed
78 79
80
81 82