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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 %
LSERS
501
Louisiana State Employees Retirement System
Louisiana
$8.76M +$57.1K +300 +0.7%
DCM
502
Donaldson Capital Management
Indiana
$8.74M -$898K -4,186 -9%
DILIC
503
Dai-ichi Life Insurance Company
Japan
$8.65M -$294K -1,370 -3%
RCA
504
Riverview Capital Advisers
Massachusetts
$8.64M -$8.15K -38 -0.1%
XF
505
XML Financial
Maryland
$8.62M +$15K +70 +0.2%
SC
506
Shellback Capital
Massachusetts
$8.58M +$8.58M +40,000 New
TF
507
Tompkins Financial
New York
$8.55M +$67.3K +314 +0.8%
GCM
508
Garland Capital Management
Washington
$8.52M -$47.2K -220 -0.6%
CGH
509
CMG Global Holdings
Texas
$8.51M -$3K -14 -0%
IIC
510
Ironwood Investment Counsel
Arizona
$8.47M -$153K -713 -2%
SIG
511
Sky Investment Group
Connecticut
$8.46M -$76.8K -358 -0.9%
HI
512
Horizon Investments
North Carolina
$8.44M +$870K +4,091 +11%
EFIC
513
Eliot Finkel Investment Counsel
California
$8.35M -$309K -1,440 -4%
Pacer Advisors
514
Pacer Advisors
Pennsylvania
$8.34M -$105K -490 -1%
CGH
515
Crossmark Global Holdings
Texas
$8.31M -$13.5K -63 -0.2%
MCM
516
Mattern Capital Management
Colorado
$8.3M +$96.3K +449 +1%
FLPIM
517
F.L. Putnam Investment Management
Massachusetts
$8.29M +$5.12M +23,874 +161%
VWA
518
Visionary Wealth Advisors
Illinois
$8.29M +$682K +3,181 +9%
WAS
519
WESPAC Advisors SoCal
California
$8.23M -$92.2K -430 -1%
VCM
520
Vision Capital Management
Oregon
$8.2M +$302K +1,406 +4%
MDCM
521
Morgan Dempsey Capital Management
Wisconsin
$8.2M -$99.3K -463 -1%
ATC
522
Argent Trust Co
Tennessee
$8.19M +$241K +1,126 +3%
BONH
523
Bank of New Hampshire
New Hampshire
$8.18M – – –
AFG
524
Albion Financial Group
Utah
$8.05M -$317K -1,476 -4%
AUB
525
Atlantic Union Bankshares
Virginia
$8.02M +$15.9K +74 +0.2%
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