UPS icon

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 %
BRWA
626
B. Riley Wealth Advisors
Florida
$5.69M -$1.9M -8,834 -25%
AWA
627
Arkadios Wealth Advisors
Georgia
$5.66M -$72.3K -337 -1%
MPAM
628
Murphy Pohlad Asset Management
Minnesota
$5.63M +$543K +2,530 +11%
WI
629
WBI Investments
New Jersey
$5.62M +$5.62M +26,213 New
AC
630
Arjuna Capital
North Carolina
$5.61M +$691K +3,222 +14%
BMC
631
Benin Management Corp
Connecticut
$5.6M -$5.36K -25 -0.1%
FTC
632
Farmers Trust Company
Ohio
$5.59M -$1.93K -9 -0%
WG
633
Winton Group
United Kingdom
$5.58M +$981K +4,574 +21%
Wolverine Trading
634
Wolverine Trading
Illinois
$5.57M +$5.1M +23,160 +1,084%
MYAM
635
Meiji Yasuda Asset Management
Japan
$5.56M -$331K -1,544 -6%
Kovitz Investment Group Partners
636
Kovitz Investment Group Partners
Illinois
$5.54M +$3.25M +15,166 +142%
III
637
Independent Investors Inc
New York
$5.54M – – –
BIAS
638
Beacon Investment Advisory Services
New Jersey
$5.52M -$381K -1,777 -6%
XWM
639
Xcel Wealth Management
Florida
$5.52M -$2.75M -12,845 -33%
ERIC
640
Eagle Rock Investment Company
Georgia
$5.5M -$2.06M -9,600 -27%
OSAM
641
O'Shaughnessy Asset Management
Connecticut
$5.4M +$2.71M +12,623 +100%
CS
642
Comerica Securities
Michigan
$5.39M +$399K +1,862 +8%
GP
643
Greenline Partners
New York
$5.38M +$121K +563 +2%
ABC
644
Associated Banc-Corp
Wisconsin
$5.37M -$29.2K -136 -0.5%
CCM
645
Coldstream Capital Management
Washington
$5.35M -$152K -707 -3%
KIC
646
Keating Investment Counselors
Florida
$5.35M -$39.7K -185 -0.7%
CB
647
Community Bank
New York
$5.34M -$98.7K -460 -2%
SFA
648
Semmax Financial Advisors
North Carolina
$5.34M +$445K +2,074 +9%
LFM
649
LGT Fund Management
Liechtenstein
$5.32M +$3.46M +16,742 +186%
PFO
650
Pathstone Family Office
New Jersey
$5.3M -$499K -1,852 -9%
24 25
26
27 28