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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 %
GTCM
2026
Gyon Technologies Capital Management
New Jersey
– -$884K -4,250 Closed
TC
2027
TwinBeech Capital
New York
– -$785K -3,774 Closed
PWM
2028
PRW Wealth Management
Massachusetts
– -$740K -3,557 Closed
LSAG
2029
Lake Street Advisors Group
New Hampshire
– -$553K -2,853 Closed
Wolverine Trading
2030
Wolverine Trading
Illinois
– -$578K -2,786 Closed
QT
2031
Quantamental Technologies
New York
– -$574K -2,762 Closed
GHA
2032
GW Henssler & Associates
Georgia
– -$569K -2,736 Closed
CWM
2033
Calamos Wealth Management
Illinois
– -$556K -2,672 Closed
WBG
2034
Wharton Business Group
Pennsylvania
– -$535K -2,573 Closed
HR
2035
Hayden Royal
North Carolina
– -$498K -2,396 Closed
CRI
2036
Colonial River Investments
Virginia
– -$429K -2,065 Closed
ARC
2037
Advisor Resource Council
Texas
– -$426K -2,051 Closed
Financial Engines Advisors
2038
Financial Engines Advisors
California
– -$395K -1,899 Closed
SNBOSCI
2039
Security National Bank of Sioux City Iowa
Iowa
– -$384K -1,848 Closed
AGA
2040
Accuvest Global Advisors
Utah
– -$360K -1,730 Closed
LCP
2041
Legacy Capital Partners
Wisconsin
– -$345K -1,661 Closed
GIM
2042
Guild Investment Management
California
– -$334K -1,605 Closed
TA
2043
Tectonic Advisors
Texas
– -$329K -1,583 Closed
BC
2044
Bridgefront Capital
Texas
– -$303K -1,455 Closed
TNBTD
2045
Trustmark National Bank Trust Department
Mississippi
– -$276K -1,326 Closed
MMM
2046
Mendel Money Management
Illinois
– -$275K -1,320 Closed
GH
2047
GAM Holding
Switzerland
– -$272K -1,307 Closed
RIG
2048
RiverFront Investment Group
Virginia
– -$265K -1,275 Closed
MFS
2049
Mirabella Financial Services
United Kingdom
– -$263K -1,266 Closed
FRM
2050
Fox Run Management
Connecticut
– -$238K -1,144 Closed
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