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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 %
TS
526
Tamar Securities
California
$7.95M -$319K -1,487 -4%
TI
527
tru Independence
Oregon
$7.9M +$96.5K +450 +1%
EIA
528
Eastover Investment Advisors
North Carolina
$7.83M +$647K +3,016 +9%
SFA
529
Sequoia Financial Advisors
Ohio
$7.82M -$52.5K -245 -0.7%
RDWM
530
Red Door Wealth Management
Tennessee
$7.81M +$1.29K +6 +0%
DWT
531
Dorsey & Whitney Trust
South Dakota
$7.8M +$10.5K +49 +0.1%
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$7.76M +$170K +791 +2%
ECM
533
EagleClaw Capital Management
Massachusetts
$7.75M -$26.8K -125 -0.3%
AMI
534
Amica Mutual Insurance
Rhode Island
$7.74M -$4.69M -21,861 -38%
HWAM
535
Hennion & Walsh Asset Management
New Jersey
$7.73M -$739K -3,446 -9%
WW
536
Waterfront Wealth
Kansas
$7.72M +$749 +4 +0%
M
537
MOTCO
Texas
$7.65M -$155K -721 -2%
BDA
538
Borer Denton & Associates
Pennsylvania
$7.61M +$7.61M +35,471 New
WT
539
Whittier Trust
California
$7.58M -$143K -666 -2%
LWAC
540
Laurel Wealth Advisors (California)
California
$7.57M -$165K -769 -2%
BFS
541
Bard Financial Services
Connecticut
$7.55M +$268K +1,250 +4%
VAS
542
Vestmark Advisory Solutions
Massachusetts
$7.54M +$641K +2,987 +9%
CA
543
Cetera Advisors
Colorado
$7.54M +$19.1K +89 +0.3%
PP
544
PDS Planning
Ohio
$7.51M +$89.9K +419 +1%
SC
545
Sepio Capital
Utah
$7.45M -$75.7K -353 -1%
RP
546
Rowlandmiller & Partners
Georgia
$7.42M +$143K +668 +2%
BBI
547
Baxter Bros Inc
Connecticut
$7.37M -$4.08K -19 -0.1%
AC
548
Allstate Corporation
Illinois
$7.34M -$4.87M -22,726 -40%
PP
549
Patten & Patten
Tennessee
$7.33M -$96.5K -450 -1%
SMG
550
Spectrum Management Group
Indiana
$7.3M +$2.13M +9,915 +41%
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