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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 %
PAA
2051
Peregrine Asset Advisers
Oregon
– -$233K -1,118 Closed
WA
2052
Wealth Advisors
California
– -$211K -1,100 Closed
SFG
2053
Summit Financial Group
West Virginia
– -$228K -1,095 Closed
KCA
2054
Karn Couzens & Associates
Connecticut
– -$226K -1,086 Closed
1W
2055
1776 Wealth
Georgia
– -$225K -1,080 Closed
MAM
2056
MMA Asset Management
Pennsylvania
– -$224K -1,076 Closed
SFG
2057
SageGuard Financial Group
Tennessee
– -$222K -1,070 Closed
HWA
2058
HCR Wealth Advisors
California
– -$222K -1,066 Closed
IIM
2059
Ipswich Investment Management
Massachusetts
– -$221K -1,065 Closed
BCA
2060
Bay Colony Advisors
Massachusetts
– -$221K -1,063 Closed
APG
2061
Abacus Planning Group
South Carolina
– -$220K -1,059 Closed
GCA
2062
Gradient Capital Advisors
California
– -$220K -1,059 Closed
RWMH
2063
Riverpoint Wealth Management Holdings
Illinois
– -$220K -1,055 Closed
IFS
2064
Ifrah Financial Services
Arkansas
– -$218K -1,050 Closed
CBFP
2065
Cedar Brook Financial Partners
Ohio
– -$218K -1,049 Closed
SFG
2066
Sunburst Financial Group
Alabama
– -$218K -1,046 Closed
MSU
2067
Mizuho Securities USA
New York
– -$217K -1,043 Closed
KWA
2068
KCS Wealth Advisory
California
– -$215K -1,034 Closed
FAM
2069
Fenimore Asset Management
New York
– -$214K -1,030 Closed
CAM
2070
Concorde Asset Management
Michigan
– -$213K -1,021 Closed
CNB
2071
Camden National Bank
Maine
– -$210K -1,010 Closed
EWP
2072
Engrave Wealth Partners
Texas
– -$210K -1,009 Closed
PCWA
2073
Pacific Capital Wealth Advisors
California
– -$209K -1,007 Closed
NJBEST
2074
New Jersey Better Educational Savings Trust
New Jersey
– -$208K -1,000 Closed
RC
2075
RBF Capital
California
– -$208K -1,000 Closed
81 82
83
84 85