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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
+$566M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$445M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$412M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$310M
5
Ameriprise
Ameriprise
Minnesota
+$264M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$460M
2
BlackRock
BlackRock
New York
-$273M
3
AIC
Ameritas Investment Company
Nebraska
-$219M
4
Bank of America
Bank of America
North Carolina
-$204M
5
Capital World Investors
Capital World Investors
California
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
2026
Signature Wealth Management Group
Georgia
– -$3.2M -18,821 Closed
SCM
2027
Symons Capital Management
Pennsylvania
– -$3.08M -18,117 Closed
LIA
2028
LS Investment Advisors
Michigan
– -$3.03M -17,848 Closed
Twin Tree Management
2029
Twin Tree Management
Texas
– -$2.78M -16,351 Closed
YIH
2030
Y-Intercept (HK)
Hong Kong
– -$2.64M -15,680 Closed
RPSA
2031
Richard P. Slaughter Associates
Texas
– -$2.34M -13,782 Closed
AP
2032
Atlas Principals
North Carolina
– -$2.13M -12,500 Closed
JWM
2033
JGP Wealth Management
Oregon
– -$1.95M -11,478 Closed
KFP
2034
Keystone Financial Planning
Ohio
– -$1.75M -10,315 Closed
LIM
2035
Longfellow Investment Management
Massachusetts
– -$1.68M -9,854 Closed
JG
2036
Jefferies Group
New York
– -$1.58M -9,285 Closed
SDAM
2037
Shulman DeMeo Asset Management
New York
– -$1.56M -9,153 Closed
BA
2038
Bridgewater Associates
Connecticut
– -$1.45M -8,501 Closed
IA
2039
Icon Advisers
Colorado
– -$1.45M -8,500 Closed
HSA
2040
Hussman Strategic Advisors
Maryland
– -$1.22M -7,200 Closed
OQS
2041
Occudo Quantitative Strategies
Florida
– -$1.22M -7,158 Closed
HBT
2042
Heartland Bank & Trust
Illinois
– -$1.07M -6,264 Closed
BCM
2043
Bluefin Capital Management
New York
– -$958K -5,634 Closed
TC
2044
Toews Corporation
New Jersey
– -$952K -5,600 Closed
OFG
2045
OmniStar Financial Group
North Carolina
– -$907K -5,337 Closed
WIA
2046
Wealthstreet Investment Advisors
Texas
– -$899K -5,291 Closed
DGHMC
2047
Dalton, Greiner, Hartman, Maher & Co
New York
– -$898K -5,283 Closed
SIP
2048
Stoneridge Investment Partners
Pennsylvania
– -$871K -5,123 Closed
CCP
2049
Corbin Capital Partners
New York
– -$816K -4,800 Closed
SFM
2050
Signet Financial Management
New Jersey
– -$804K -4,731 Closed
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