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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 %
NSIM
551
North Star Investment Management
Illinois
$7.28M -$5.58K -26 -0.1%
WA
552
Wambolt & Associates
Colorado
$7.27M -$207 -1 -0%
MC
553
Moors & Cabot
Massachusetts
$7.25M +$653K +3,047 +10%
TW
554
TrinityPoint Wealth
Connecticut
$7.25M +$564K +2,631 +8%
MCM
555
Murphy Capital Management
New Jersey
$7.23M +$76.6K +357 +1%
EOJOAM
556
E. Ohman J:or Asset Management
Sweden
$7.14M -$300K -1,400 -4%
NMIMC
557
Northwestern Mutual Investment Management Company
Wisconsin
$7.1M -$708K -3,303 -9%
SG
558
Swarthmore Group
Pennsylvania
$7.08M -$1.73M -8,048 -20%
AII
559
AGF Investments Inc
Ontario, Canada
$7.06M -$1.79M -8,340 -20%
SFI
560
Siemens Fonds Invest
Germany
$7.02M +$41.2K +192 +0.6%
BRM
561
Boston Research & Management
Massachusetts
$6.95M -$268K -1,250 -4%
OIM
562
Opus Investment Management
Massachusetts
$6.95M – – –
BCM
563
Birch Capital Management
Texas
$6.94M +$208K +972 +3%
JIC
564
Johnson Investment Counsel
Ohio
$6.93M +$130K +608 +2%
Cerity Partners
565
Cerity Partners
New York
$6.91M +$2.25M +28,008 +48%
NGA
566
Naples Global Advisors
Florida
$6.9M +$87.7K +409 +1%
CAPTRUST Financial Advisors
567
CAPTRUST Financial Advisors
North Carolina
$6.89M +$879K +4,098 +15%
MME
568
Meag Munich Ergo
Germany
$6.86M +$4.06M +18,719 +145%
IWP
569
Icon Wealth Partners
Texas
$6.84M +$1.29M +6,033 +23%
GLA
570
Good Life Advisors
Pennsylvania
$6.81M +$2.16M +10,058 +46%
CCP
571
Corient Capital Partners
California
$6.8M +$1.07M +4,985 +19%
IAN
572
Integrated Advisors Network
Texas
$6.75M +$243K +1,133 +4%
WC
573
Woodstock Corp
Massachusetts
$6.7M -$346K -1,613 -5%
BCCM
574
Bridge Creek Capital Management
Massachusetts
$6.67M +$74K +345 +1%
NW
575
NewEdge Wealth
Pennsylvania
$6.66M +$929K +4,331 +16%
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