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United Parcel Service
UPS

Overview Fund Activity

2,222 hedge funds and large institutions have $108B invested in United Parcel Service in 2021 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 893 increasing their positions, 702 reducing their positions, and 85 closing their positions.

Holders
2,222
Holders Change
+252
Holders Change %
+12.79%
% of All Funds
34.32%
Holding in Top 10
91
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+30%
% of All Funds
1.41%
New
372
Increased
893
Reduced
702
Closed
85
Calls
$2.54B
Puts
$2.72B
Net Calls
-$177M
Net Calls Change
-$246M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.48B
2
Ameriprise
2
Ameriprise
Minnesota
$2.14B
3
Capital World Investors
3
Capital World Investors
California
$678M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$136M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$194M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.2B
2
Wells Fargo
2
Wells Fargo
California
$1.57B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.55B
4
Franklin Resources
4
Franklin Resources
California
$1.11B
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
226
Raymond James Trust
Florida
$36.5M +$21.6M +100,661 +145%
Man Group
227
Man Group
United Kingdom
$35.9M +$3.32M +15,475 +10%
JAM
228
Jupiter Asset Management
United Kingdom
$35.7M -$26.1M -122,152 -42%
KFC
229
Klingenstein Fields & Co
New York
$35.6M -$461K -2,153 -1%
WW
230
Westshore Wealth
California
$35.4M +$36K +168 +0.1%
OAM
231
Oppenheimer Asset Management
New York
$35.3M +$826K +3,853 +2%
Brown Advisory
232
Brown Advisory
Maryland
$34.6M +$2.01M +9,377 +6%
MIM
233
MetLife Investment Management
New Jersey
$34.5M -$727K -3,390 -2%
UB
234
UMB Bank
Missouri
$34.4M +$4.43M +20,681 +15%
Zurich Cantonal Bank
235
Zurich Cantonal Bank
Switzerland
$34.4M -$1.07M -4,973 -3%
ST
236
Sabal Trust
Florida
$33.9M -$475K -2,218 -1%
OCM
237
Osterweis Capital Management
California
$33.8M +$33.8M +157,646 New
KIA
238
KCM Investment Advisors
California
$33.4M +$349K +1,629 +1%
ACM
239
Argent Capital Management
Missouri
$32.8M -$67.3K -314 -0.2%
DRZID
240
DePrince Race & Zollo Inc (DRZ)
Florida
$32.6M +$251K +1,171 +0.8%
ProShare Advisors
241
ProShare Advisors
Maryland
$32.5M +$7.52M +35,074 +30%
BAAM
242
Baker Avenue Asset Management
California
$32.5M +$283K +1,320 +0.9%
PFM
243
Parsec Financial Management
North Carolina
$32.1M -$99.7K -465 -0.3%
DADC
244
D.A. Davidson & Co
Montana
$32.1M +$471K +2,198 +1%
ACI
245
Alpha Cubed Investments
California
$32M +$1.34M +6,271 +4%
Skandinaviska Enskilda Banken (SEB)
246
Skandinaviska Enskilda Banken (SEB)
Sweden
$31.8M +$190K +887 +0.6%
CCP
247
Clarkston Capital Partners
Michigan
$31.6M -$2.23M -10,417 -7%
Calamos Advisors
248
Calamos Advisors
Illinois
$31.5M +$1.22M +5,674 +4%
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
$30.7M -$11.7M -54,558 -28%
CIA
250
Capital Investment Advisors
Georgia
$30.7M +$113K +525 +0.4%
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