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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 %
HAIM
476
Hunter Associates Investment Management
Pennsylvania
$9.67M -$21.4K -100 -0.2%
DBG
477
De Burlo Group
Massachusetts
$9.62M +$8.44M +39,370 +715%
HL
478
HeadInvest LLC
Maine
$9.58M -$68.6K -320 -0.7%
KPWS
479
Kestra Private Wealth Services
Texas
$9.54M -$385K -1,795 -4%
USCWA
480
U.S. Capital Wealth Advisors
Texas
$9.52M +$1.14M +5,338 +14%
MLICM
481
Metropolitan Life Insurance Company (MetLife)
New York
$9.51M -$15.4M -72,016 -62%
CWM
482
CIBC World Markets
New York
$9.51M -$4.64M -21,654 -33%
CM
483
Capital Management
Virginia
$9.47M +$385K +1,797 +4%
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.41M -$589K -2,745 -6%
CIM
485
Corbyn Investment Management
Maryland
$9.36M -$58.3K -272 -0.6%
Wealthfront Advisers
486
Wealthfront Advisers
California
$9.29M +$1.33M +6,187 +17%
SAM
487
Shell Asset Management
Netherlands
$9.27M -$447K -2,084 -5%
PFS
488
Prospera Financial Services
Texas
$9.22M +$736K +3,429 +9%
MPWT
489
MassMutual Private Wealth & Trust
Connecticut
$9.21M -$232K -1,083 -2%
HSA
490
HBK Sorce Advisory
Pennsylvania
$9.21M -$177K -824 -2%
RBA
491
Richard Bernstein Advisors
New York
$9.2M – – –
IEFM
492
IQ EQ Fund Management
Ireland
$9.18M -$659K -3,073 -7%
NMERB
493
New Mexico Educational Retirement Board
New Mexico
$9.09M -$450K -2,100 -5%
ST
494
Spinnaker Trust
Maine
$8.98M -$291K -1,355 -3%
SHGA
495
Sand Hill Global Advisors
California
$8.92M +$140K +652 +2%
EWM
496
Evercore Wealth Management
New York
$8.87M -$173K -805 -2%
LOPW
497
Live Oak Private Wealth
North Carolina
$8.86M +$293K +1,365 +3%
DY
498
Dowling & Yahnke
California
$8.84M +$82.4K +384 +0.9%
HAI
499
Hennessy Advisors Inc
California
$8.84M +$2.9M +13,500 +49%
OCM
500
Olstein Capital Management
New York
$8.79M -$1.82M -8,500 -17%
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