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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 %
ACA
2076
Affinity Capital Advisors
California
– -$207K -995 Closed
SCM
2077
Spreng Capital Management
Ohio
– -$207K -995 Closed
MWM
2078
Mattern Wealth Management
Kansas
– -$209K -993 Closed
GG
2079
Greenwood Gearhart
Arkansas
– -$206K -992 Closed
CCM
2080
Crew Capital Management
Ohio
– -$206K -990 Closed
PGWM
2081
Parisi Gray Wealth Management
New Jersey
– -$204K -979 Closed
NWM
2082
Northwest Wealth Management
Iowa
– -$203K -978 Closed
HVIA
2083
Hudson Valley Investment Advisors
New York
– -$203K -975 Closed
FPIS
2084
Financial Planning & Information Services
Wisconsin
– -$202K -971 Closed
ESCM
2085
Echo Street Capital Management
New York
– -$202K -970 Closed
OPCM
2086
Osborne Partners Capital Management
California
– -$201K -968 Closed
RBFC
2087
Roman Butler Fullerton & Co
Missouri
– -$201K -966 Closed
SAS
2088
Stelac Advisory Services
New York
– -$170K -818 Closed
KFP
2089
KB Financial Partners
New Jersey
– -$131K -632 Closed
EBSAM
2090
Eubel Brady & Suttman Asset Management
Ohio
– -$85K -500 Closed
BBL
2091
Beck Bode LLC
Massachusetts
– -$90K -435 Closed
SIA
2092
Sit Investment Associates
Minnesota
– -$62K -300 Closed
PA
2093
Perennial Advisors
New York
– -$57K -275 Closed
FI
2094
Financial Insights
Washington
– -$381K -183 Closed
PWP
2095
Personal Wealth Partners
Minnesota
– -$35K -168 Closed
SJIM
2096
St. Johns Investment Management
Florida
– -$26K -127 Closed
FFG
2097
Ford Financial Group
California
– -$16K -80 Closed
AS
2098
Altshuler Shaham
Israel
– -$7K -34 Closed
FPW
2099
Flagship Private Wealth
Massachusetts
– -$5.36K -25 Closed
IRAG
2100
Investment Research & Advisory Group
Georgia
– -$5K -22 Closed
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