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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 %
AWP
576
Ascent Wealth Partners
New York
$6.61M -$13.3K -62 -0.2%
ASN
577
Advisory Services Network
Georgia
$6.53M -$608K -2,834 -9%
ECM
578
Evergreen Capital Management
Washington
$6.53M -$2.82M -13,171 -30%
MHI
579
Miller Howard Investments
New York
$6.53M +$320K +1,491 +5%
BAM
580
Barrett Asset Management
New York
$6.53M -$19.3K -90 -0.3%
PWS
581
Peloton Wealth Strategists
Indiana
$6.5M -$56.8K -265 -0.9%
CK
582
Cohen Klingenstein
New York
$6.45M – – –
CWS
583
Cypress Wealth Services
California
$6.41M +$82.8K +386 +1%
SCA
584
Stokes Capital Advisors
South Carolina
$6.4M -$154K -719 -2%
GAM
585
Griffin Asset Management
New York
$6.39M +$72.1K +336 +1%
CICI
586
Capital Investment Counsel Inc
North Carolina
$6.34M -$195K -910 -3%
FI
587
Fosun International
China
$6.33M +$931K +4,339 +17%
SPC
588
Sigma Planning Corp
Michigan
$6.3M -$2.63M -12,259 -29%
BFEC
589
Benjamin F. Edwards & Company
Missouri
$6.3M +$1.26M +5,883 +25%
HCM
590
Horrell Capital Management
Arkansas
$6.29M -$64.3K -300 -1%
SW
591
SVB Wealth
Massachusetts
$6.28M -$162K -757 -3%
KWM
592
Kingsview Wealth Management
Oregon
$6.28M +$263K +1,227 +4%
SC
593
Saturna Capital
Washington
$6.24M +$3.58M +16,670 +134%
CG
594
Colony Group
Massachusetts
$6.24M +$2.4M +11,208 +63%
ACM
595
Argyle Capital Management
Pennsylvania
$6.2M -$322K -1,500 -5%
BLAM
596
Bourne Lent Asset Management
New York
$6.17M – – –
MCP
597
Martin Capital Partners
Oregon
$6.16M +$232K +1,083 +4%
FBT
598
First Bankers Trust
Kentucky
$6.16M +$387K +1,803 +7%
SFG
599
Sovereign Financial Group
Connecticut
$6.15M -$235K -1,098 -4%
FC
600
Fusion Capital
South Carolina
$6.04M +$276K +1,288 +5%
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