UPS icon

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 %
GLA
376
Great Lakes Advisors
Illinois
$15M +$11.3M +52,806 +309%
TCM
377
Telos Capital Management
California
$14.7M -$223K -1,039 -1%
WF
378
Welch & Forbes
Massachusetts
$14.7M +$615K +2,867 +4%
NB
379
Norinchukin Bank
Japan
$14.7M +$1.18M +5,523 +9%
JWCA
380
J.W. Cole Advisors
Florida
$14.6M +$76.8K +358 +0.5%
MC
381
Mayar Capital
United Kingdom
$14.5M -$1.32M -6,141 -8%
SBH
382
Segall Bryant & Hamill
Illinois
$14.4M -$114K -532 -0.8%
GI
383
Gradient Investments
Minnesota
$14.3M +$350K +1,633 +3%
GGS
384
Galvin Gaustad & Stein
Arizona
$14.2M -$199K -928 -1%
CIA
385
CCM Investment Advisers
South Carolina
$14.2M +$591K +2,754 +4%
NAM
386
NorthCrest Asset Manangement
Minnesota
$14.1M +$11.8M +54,917 +497%
BFIM
387
Beese Fulmer Investment Management
Ohio
$14M +$35K +163 +0.2%
9WM
388
9258 Wealth Management
Ohio
$14M -$177K -826 -1%
SPIA
389
Steward Partners Investment Advisory
New York
$14M -$971K -4,528 -7%
BPA
390
Beacon Pointe Advisors
California
$13.8M +$8.28M +38,600 +151%
FNBOO
391
First National Bank of Omaha
Nebraska
$13.7M -$224K -1,046 -2%
CFB
392
Cullen/Frost Bankers
Texas
$13.7M +$499K +2,326 +4%
WIC
393
Wilkins Investment Counsel
Massachusetts
$13.7M -$136K -635 -1%
SFG
394
StrategIQ Financial Group
Indiana
$13.5M +$25.3K +118 +0.2%
BCAM
395
Boston Common Asset Management
Massachusetts
$13.5M -$4.87M -22,693 -27%
LA
396
Lynch & Associates
Indiana
$13.4M -$29.2K -136 -0.2%
WB
397
WesBanco Bank
West Virginia
$13.3M +$19.7K +92 +0.1%
WIC
398
Willis Investment Counsel
Georgia
$13.3M +$2.55M +11,900 +24%
LW
399
Linscomb Wealth
Texas
$13.3M +$263K +1,227 +2%
NCM
400
Noesis Capital Mangement
Florida
$13.2M -$747K -3,481 -5%
14 15
16
17 18