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 %
SBIA
451
Sheaff Brock Investment Advisors
Indiana
$10.9M +$829K +3,867 +8%
AC
452
Addenda Capital
Quebec, Canada
$10.9M +$569K +2,654 +6%
RC
453
RegentAtlantic Capital
New Jersey
$10.9M +$480K +2,236 +5%
GC
454
Gilbert & Cook
Iowa
$10.9M -$642K -2,993 -6%
HC
455
Hendley & Co
Ohio
$10.8M -$9.65K -45 -0.1%
CAM
456
ClariVest Asset Management
California
$10.8M +$10.8M +50,495 New
GAM
457
Gotham Asset Management
New York
$10.8M -$4.73M -22,040 -30%
CIP
458
Chartwell Investment Partners
Pennsylvania
$10.8M -$781K -3,640 -7%
CB
459
Cadence Bank
Mississippi
$10.5M +$106K +493 +1%
KBC Group
460
KBC Group
Belgium
$10.4M -$565K -2,634 -5%
Koshinski Asset Management
461
Koshinski Asset Management
Illinois
$10.3M +$68.2K +318 +0.7%
OC
462
Oppenheimer & Co
New York
$10.2M -$2.36K -11 -0%
RMC
463
Resources Management Corp
Connecticut
$10.2M +$15.2K +71 +0.1%
TCM
464
Tufton Capital Management
Maryland
$10.2M -$276K -1,288 -3%
Two Sigma Investments
465
Two Sigma Investments
New York
$10.1M -$80.4M -374,728 -89%
GT
466
Glenview Trust
Kentucky
$10M -$82.6K -385 -0.8%
KRS
467
Kentucky Retirement Systems
Kentucky
$9.97M +$559K +2,606 +6%
SWP
468
Stratos Wealth Partners
Ohio
$9.93M +$2.26M +10,529 +29%
WAP
469
Wealthcare Advisory Partners
Pennsylvania
$9.92M -$596K -2,777 -6%
IIM
470
Intact Investment Management
Quebec, Canada
$9.91M -$1.14M -5,300 -10%
Cetera Investment Advisers
471
Cetera Investment Advisers
Illinois
$9.89M -$34.3K -160 -0.3%
BFG
472
Beacon Financial Group
Texas
$9.86M -$34.9K -160 -0.4%
MCM
473
MAI Capital Management
Ohio
$9.85M -$1.71M -7,977 -15%
MIA
474
MainStreet Investment Advisors
Illinois
$9.71M -$131K -611 -1%
OCM
475
Oakview Capital Management
Texas
$9.68M +$9.68M +45,154 New
17 18
19
20 21