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United Parcel Service
UPS

Overview Fund Activity

2,231 hedge funds and large institutions have $110B invested in United Parcel Service in 2022 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 999 increasing their positions, 792 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+9
Holders Change %
+0.41%
% of All Funds
35.31%
Holding in Top 10
99
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.79%
% of All Funds
1.57%
New
158
Increased
999
Reduced
792
Closed
120
Calls
$2.48B
Puts
$2.27B
Net Calls
+$207M
Net Calls Change
+$384M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$586M
2
Capital World Investors
Capital World Investors
California
+$407M
3
BlackRock
BlackRock
New York
+$382M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$240M
5
Capital International Investors
Capital International Investors
California
+$233M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$331M
2
Citadel Advisors
Citadel Advisors
Florida
-$170M
3
State Street
State Street
Massachusetts
-$117M
4
Morgan Stanley
Morgan Stanley
New York
-$113M
5
Renaissance Technologies
Renaissance Technologies
New York
-$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
326
Grimes & Company
Massachusetts
$19.6M +$1.12M +5,202 +6%
VRS
327
Virginia Retirement Systems
Virginia
$19.3M +$6.48M +30,200 +50%
CB
328
Commerce Bank
Missouri
$19.3M -$401K -1,870 -2%
GIP
329
Greatmark Investment Partners
Georgia
$19M +$25.7K +120 +0.1%
T
330
TOBAM
France
$19M -$120K -560 -0.6%
IAA
331
Independent Advisor Alliance
North Carolina
$19M +$3.42M +15,957 +22%
TWC
332
TD Waterhouse Canada
Ontario, Canada
$19M +$2.08M +9,665 +12%
KCM
333
Kornitzer Capital Management
Kansas
$18.9M -$525K -2,450 -3%
DDPIC
334
Deroy & Devereaux Private Investment Counsel
Michigan
$18.9M +$112K +521 +0.6%
BHWM
335
Bar Harbor Wealth Management
New Hampshire
$18.8M -$207K -963 -1%
AI
336
Atria Investments
North Carolina
$18.6M +$1.76M +8,226 +10%
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$18.5M -$3.39M -15,816 -15%
AHB
338
Abner Herrman & Brock
New Jersey
$18.4M -$22.3K -104 -0.1%
MFA
339
Mayflower Financial Advisors
Massachusetts
$18.4M +$133K +621 +0.7%
PP
340
Palladium Partners
Virginia
$18.2M +$463K +2,157 +3%
TYCC
341
Texas Yale Capital Corp
Florida
$18.2M -$13.9K -65 -0.1%
ISB
342
Iowa State Bank
Iowa
$18.1M -$167K -778 -0.9%
SGK
343
Steigerwald Gordon & Koch
Virginia
$18M -$116K -541 -0.6%
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
$18M -$1.06M -4,936 -6%
DWM
345
Doyle Wealth Management
Florida
$17.9M +$19.5K +91 +0.1%
RCYC
346
Richard C. Young & Co
Rhode Island
$17.8M -$61.1K -285 -0.3%
WWP
347
Waypoint Wealth Partners
California
$17.6M +$1.5K +7 +0%
CS
348
Candriam SCA
Luxembourg
$17.6M -$3.29M -15,318 -16%
JC
349
Jacobs & Co
California
$17.5M -$294K -1,369 -2%
HIMC
350
Heritage Investors Management Corp
Maryland
$17.4M -$364K -1,696 -2%
12 13
14
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