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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.

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

Top Sellers

1
BlackRock
BlackRock
New York
$11.2B
2
Wells Fargo
Wells Fargo
California
$1.57B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.55B
4
Franklin Resources
Franklin Resources
California
$1.11B
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASC
276
Atalanta Sosnoff Capital
New York
$24.5M +$10.8M +50,229 +78%
SOADOR
277
State of Alaska Department of Revenue
Alaska
$24.5M -$3.78M -17,624 -13%
PAS
278
Professional Advisory Services
Florida
$24.3M -$1.53M -7,126 -6%
YCM
279
Yousif Capital Management
Michigan
$24.2M +$24.2M +113,108 New
MW
280
Marcum Wealth
Ohio
$24.2M +$1.53M +7,149 +7%
LGF
281
LGT Group Foundation
Liechtenstein
$24.2M +$24.2M +112,888 New
GC
282
Guggenheim Capital
Illinois
$24.2M -$1.89M -8,820 -7%
EHC
283
Everett Harris & Co
California
$24M -$194K -904 -0.8%
GW
284
GW & Wade
Massachusetts
$23.8M +$78K +364 +0.3%
QOP
285
Quinn Opportunity Partners
Virginia
$23.8M -$3M -14,000 -11%
CAN
286
Cetera Advisor Networks
California
$23.6M +$592K +2,761 +3%
APG Asset Management
287
APG Asset Management
Netherlands
$23.6M -$4.36M -23,115 -16%
BC
288
Bartlett & Co
Ohio
$23.5M -$159K -740 -0.7%
BCWM
289
Bartlett & Co Wealth Management
Ohio
$23.5M -$159K -740 -0.7%
MSL
290
Mackay Shields LLC
New York
$23.4M -$504K -2,350 -2%
KAS
291
Kestra Advisory Services
Texas
$23.3M +$3.98M +18,588 +21%
FFIC
292
First Fiduciary Investment Counsel
Ohio
$23.3M -$138K -644 -0.6%
AIMCA
293
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$23.2M -$493K -2,300 -2%
FNF
294
Fidelity National Financial
Florida
$22.9M – – –
SPC
295
Stewart & Patten Company
California
$22.8M -$281K -1,312 -1%
National Bank of Canada
296
National Bank of Canada
Quebec, Canada
$22.5M +$22.5M +104,992 New
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$22.4M +$603K +2,813 +3%
BAMF
298
BI Asset Management Fondsmaeglerselskab
Denmark
$22.3M +$2.41M +11,237 +12%
PFP
299
Pinnacle Financial Partners
Tennessee
$22.1M +$1.06M +4,940 +5%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$21.9M +$5.44M +25,374 +33%
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