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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 %
DCM
426
Dupont Capital Management
Delaware
$11.9M -$2.58M -12,020 -18%
HA
427
Hamel Associates
New Jersey
$11.9M -$555K -2,590 -4%
Kayne Anderson Rudnick Investment Management
428
Kayne Anderson Rudnick Investment Management
California
$11.8M +$1.72M +8,024 +17%
ERIM
429
Eagle Ridge Investment Management
Connecticut
$11.8M -$44.2K -206 -0.4%
MAM
430
Mastrapasqua Asset Management
Tennessee
$11.8M -$674K -3,145 -5%
MC
431
Miramar Capital
Illinois
$11.8M +$2.28M +10,613 +24%
EMPI
432
Elo Mutual Pension Insurance
Finland
$11.7M -$81.5K -380 -0.7%
OSIA
433
O'Shares Investment Advisers
Massachusetts
$11.6M +$649K +3,024 +6%
VWM
434
Venturi Wealth Management
Texas
$11.6M +$104K +484 +0.9%
GWI
435
Grace & White Inc
New York
$11.5M -$279K -1,300 -2%
LBC
436
Lowe Brockenbrough & Co
Virginia
$11.5M -$129K -600 -1%
SFWA
437
Summit Financial Wealth Advisors
Louisiana
$11.5M +$1.11M +5,154 +11%
HFS
438
Hantz Financial Services
Michigan
$11.4M +$394K +1,835 +4%
VIP
439
Vantage Investment Partners
Missouri
$11.4M +$71.2K +332 +0.6%
BRA
440
Biechele Royce Advisors
Indiana
$11.4M -$66.3K -309 -0.6%
PP
441
Prudential plc
United Kingdom
$11.4M +$501K +2,334 +5%
AIM
442
Anchor Investment Management
South Carolina
$11.3M -$48.3K -225 -0.4%
NIM
443
Northeast Investment Management
Massachusetts
$11.3M +$105K +491 +0.9%
IWA
444
IBEX Wealth Advisors
New Jersey
$11.2M +$2.4M +11,176 +27%
HI
445
Hendershot Investments
Virginia
$11.2M +$256K +1,196 +2%
EWM
446
Executive Wealth Management
Michigan
$11.1M +$60.3K +281 +0.5%
Capital Fund Management (CFM)
447
Capital Fund Management (CFM)
France
$11.1M +$11.1M +51,859 New
TRSOTSOK
448
Teachers Retirement System of the State of Kentucky
Kentucky
$11M -$480K -2,240 -4%
WIC
449
Woodmont Investment Counsel
Tennessee
$10.9M +$1.57M +7,298 +17%
CPO
450
Cerity Partners OCIO
New York
$10.9M -$16.3K -76 -0.1%
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