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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 %
GWM
2001
Graybill Wealth Management
Illinois
– -$2.6M -12,480 Closed
SC
2002
Samlyn Capital
New York
– -$2.58M -12,414 Closed
TA
2003
Townsend & Associates
Colorado
– -$2.21M -10,352 Closed
EI
2004
EDMP Inc
Florida
– -$2.12M -10,183 Closed
ECM
2005
ExodusPoint Capital Management
New York
– -$1.98M -9,501 Closed
CL
2006
CPWM LLC
Washington
– -$1.88M -9,046 Closed
BHB
2007
Bank Hapoalim BM
Israel
– -$1.77M -8,504 Closed
Balyasny Asset Management
2008
Balyasny Asset Management
Illinois
– -$1.76M -8,479 Closed
DF
2009
Donoghue Forlines
Massachusetts
– -$1.75M -8,412 Closed
SSA
2010
Schonfeld Strategic Advisors
New York
– -$1.71M -8,200 Closed
SCC
2011
Steel Canyon Capital
Arizona
– -$1.68M -8,070 Closed
PP
2012
Paloma Partners
Connecticut
– -$1.67M -8,006 Closed
CC
2013
Claybrook Capital
Massachusetts
– -$1.63M -7,859 Closed
AI
2014
AXS Investments
New York
– -$1.57M -7,523 Closed
CP
2015
Clayton Partners
California
– -$1.53M -7,372 Closed
FPCG
2016
Fort Pitt Capital Group
Pennsylvania
– -$1.47M -7,075 Closed
LOAMS
2017
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.3M -6,225 Closed
CC
2018
Centiva Capital
New York
– -$1.24M -5,960 Closed
NWA
2019
New World Advisors
Massachusetts
– -$1.16M -5,591 Closed
KF
2020
Krilogy Financial
Missouri
– -$1.02M -4,917 Closed
ERSOT
2021
Employees Retirement System of Texas
Texas
– -$1M -4,815 Closed
GAM
2022
Grandview Asset Management
Pennsylvania
– -$961K -4,620 Closed
LFAS
2023
Level Four Advisory Services
Texas
– -$958K -4,605 Closed
CCIA
2024
Campbell & Co Investment Adviser
Maryland
– -$944K -4,541 Closed
GI
2025
Glovista Investments
New Jersey
– -$898K -4,318 Closed
79 80
81
82 83