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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 %
MHS
2051
M Holdings Securities
Oregon
– -$765K -4,503 Closed
ACM
2052
Alethea Capital Management
Washington
– -$705K -4,150 Closed
VC
2053
Vicus Capital
Pennsylvania
– -$705K -4,149 Closed
AIL
2054
AGF Investments LLC
Ontario, Canada
– -$683K -4,016 Closed
AII
2055
AGF Investments Inc
Ontario, Canada
– -$674K -3,963 Closed
AWMT
2056
AAFMAA Wealth Management & Trust
North Carolina
– -$605K -3,564 Closed
CA
2057
Capital Advantage
California
– -$584K -3,435 Closed
TWI
2058
Thomas White International
Illinois
– -$573K -3,370 Closed
GCM
2059
Gladius Capital Management
Illinois
– -$547K -3,217 Closed
NIM
2060
NuWave Investment Management
New Jersey
– -$518K -3,048 Closed
MWM
2061
Mascoma Wealth Management
New Hampshire
– -$500K -2,941 Closed
XSC
2062
X-Square Capital
Puerto Rico
– -$500K -2,940 Closed
BSA
2063
Braun Stacey Associates
New York
– -$478K -2,814 Closed
SFA
2064
Source Financial Advisors
New York
– -$476K -2,803 Closed
UIA
2065
UBP Investment Advisors
Switzerland
– -$450K -2,665 Closed
LOAME
2066
Lombard Odier Asset Management (Europe)
United Kingdom
– -$439K -2,582 Closed
GKWIM
2067
Gerber Kawasaki Wealth & Investment Management
California
– -$433K -2,549 Closed
FBC
2068
Fairfield, Bush & Co
Connecticut
– -$425K -2,500 Closed
GM
2069
GeoWealth Management
Illinois
– -$424K -2,496 Closed
MAA
2070
Matrix Asset Advisors
New York
– -$404K -2,375 Closed
WA
2071
WESPAC Advisors
California
– -$397K -2,335 Closed
LCWP
2072
Legacy Capital Wealth Partners
Arkansas
– -$397K -2,334 Closed
ACP
2073
Arcus Capital Partners
Georgia
– -$366K -2,151 Closed
VF
2074
Virtu Financial
New York
– -$365K -2,148 Closed
RI
2075
Ridgewood Investments
New Jersey
– -$349K -2,050 Closed
81 82
83
84 85