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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 %
IP
401
Isthmus Partners
Wisconsin
$13.2M +$178K +832 +1%
SAM
402
Securian Asset Management
Minnesota
$13M -$187K -871 -1%
SIG
403
Stonegate Investment Group
Alabama
$12.9M -$2.72M -12,684 -17%
CA
404
CapWealth Advisors
Tennessee
$12.9M +$50K +233 +0.4%
CA
405
Cornerstone Advisors
North Carolina
$12.9M – – –
VMPIC
406
Varma Mutual Pension Insurance Co
Finland
$12.9M -$24.7M -115,000 -66%
SIC
407
Sigma Investment Counselors
Michigan
$12.8M – – –
Berkshire Hathaway
408
Berkshire Hathaway
Nebraska
$12.7M – – –
AAS
409
Ameritas Advisory Services
Nebraska
$12.7M +$108K +503 +0.9%
CM
410
Churchill Management
California
$12.6M -$206K -961 -2%
FNT
411
First National Trust
Pennsylvania
$12.6M +$303K +1,414 +2%
CCM
412
Covington Capital Management
California
$12.5M +$1.07M +4,992 +9%
OPERF
413
Oregon Public Employees Retirement Fund
Oregon
$12.5M -$157K -731 -1%
BF
414
BOK Financial
Oklahoma
$12.5M -$504K -2,351 -4%
DBT
415
Dubuque Bank & Trust
Iowa
$12.4M -$846K -3,947 -6%
BMSSC
416
B. Metzler seel. Sohn & Co
Germany
$12.3M +$2.03M +9,464 +20%
CCB
417
Country Club Bank
Missouri
$12.3M +$12.3M +55,785 New
CAM
418
Congress Asset Management
Massachusetts
$12.2M +$211K +983 +2%
S
419
SignatureFD
Georgia
$12.1M +$134K +626 +1%
FA
420
FDx Advisors
Illinois
$12.1M -$883K -4,115 -7%
LDB
421
Lee, Danner & Bass
Tennessee
$12M -$61.1K -285 -0.5%
MAM
422
Meeder Asset Management
Ohio
$12M +$10.3M +47,842 +577%
MSRPS
423
Maryland State Retirement & Pension System
Maryland
$12M +$93.5K +436 +0.8%
Daiwa Securities Group
424
Daiwa Securities Group
Japan
$12M +$934K +4,237 +8%
CWM
425
Congress Wealth Management
Massachusetts
$12M +$290K +1,350 +2%
15 16
17
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