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United Parcel Service
UPS

Overview Fund Activity

2,003 hedge funds and large institutions have $104B invested in United Parcel Service in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 766 increasing their positions, 818 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,003
Holders Change
+47
Holders Change %
+2.4%
% of All Funds
34.97%
Holding in Top 10
93
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+36.76%
% of All Funds
1.62%
New
184
Increased
766
Reduced
818
Closed
108
Calls
$3.05B
Puts
$2.6B
Net Calls
+$459M
Net Calls Change
-$80.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.18B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.71B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$412M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$4.24B
5
Ameriprise
Ameriprise
Minnesota
$1.63B

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.31B
2
BlackRock
BlackRock
New York
$11B
3
AIC
Ameritas Investment Company
Nebraska
$12.1M
4
Bank of America
Bank of America
North Carolina
$3.39B
5
Capital World Investors
Capital World Investors
California
$512M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
2001
Pacifica Partners
Canada
$3K +$3K +15 New
IF
2002
Ironwood Financial
Arizona
$2K – – –
ARIS
2003
Advanced Research Investment Solutions
California
$2K – – –
TFA
2004
Transamerica Financial Advisors
Florida
$1K – – –
PI
2005
PEAK6 Investments
Illinois
$1K +$1K +4 New
BFA
2006
Brendel Financial Advisors
New Hampshire
$1K +$1K +5 New
WIM
2007
Westside Investment Management
California
$48 +$10 +48 +26%
Parallax Volatility Advisers
2008
Parallax Volatility Advisers
California
– -$61.2M -359,865 Closed
Arrowstreet Capital
2009
Arrowstreet Capital
Massachusetts
– -$33.7M -198,246 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
2010
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$21.1M -124,202 Closed
CAI
2011
Capital Advisors Inc
Oklahoma
– -$20.8M -122,322 Closed
EP
2012
Edgestream Partners
New Jersey
– -$19.2M -112,824 Closed
GGI
2013
Godsey & Gibb Inc
Virginia
– -$16.2M -95,175 Closed
CC
2014
Carlson Capital
Texas
– -$10.4M -61,237 Closed
KA
2015
KLCM Advisors
Wisconsin
– -$9.81M -57,687 Closed
N
2016
Natixis
France
– -$9.43M -55,444 Closed
CBT
2017
Capital Bank & Trust
California
– -$7.36M -43,277 Closed
BPM
2018
Bronson Point Management
Connecticut
– -$6.8M -40,000 Closed
E
2019
Ergoteles
New York
– -$6.43M -37,804 Closed
CCM
2020
Cinctive Capital Management
New York
– -$6.34M -37,268 Closed
Hudson Bay Capital Management
2021
Hudson Bay Capital Management
Connecticut
– -$5.74M -33,764 Closed
Qube Research & Technologies (QRT)
2022
Qube Research & Technologies (QRT)
United Kingdom
– -$4.61M -27,131 Closed
QC
2023
Quadrature Capital
United Kingdom
– -$4.1M -24,088 Closed
FNB
2024
Farmers National Bank
Kentucky
– -$3.96M -23,324 Closed
IECM
2025
Intrinsic Edge Capital Management
Illinois
– -$3.4M -20,000 Closed
79 80
81
82 83