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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 %
GIA
651
Gladstone Institutional Advisory
Florida
$5.29M +$2.49M +11,623 +89%
SWA
652
Stratos Wealth Advisors
Ohio
$5.26M -$255K -1,190 -5%
CHC
653
City Holding Co
West Virginia
$5.25M -$18.4K -86 -0.3%
PNC
654
Park National Corp
Ohio
$5.24M -$218K -1,018 -4%
CCMG
655
Clark Capital Management Group
Pennsylvania
$5.23M -$681K -3,174 -12%
AAS
656
Avantax Advisory Services
Texas
$5.19M +$18.2K +85 +0.4%
BCM
657
Bayesian Capital Management
New York
$5.18M +$944K +4,400 +22%
Bessemer Group
658
Bessemer Group
New Jersey
$5.13M +$1.23M +5,720 +31%
VFA
659
Valeo Financial Advisors
Indiana
$5.11M +$271K +1,263 +6%
SC
660
Sawyer & Company
Massachusetts
$5.06M +$14.8K +69 +0.3%
Luther King Capital Management (LKCM)
661
Luther King Capital Management (LKCM)
Texas
$5.04M -$135K -629 -3%
NSAM
662
North Star Asset Management
Wisconsin
$5.03M +$16.1K +75 +0.3%
FWIA
663
Fort Washington Investment Advisors
Ohio
$5.02M +$102K +475 +2%
HWM
664
HB Wealth Management
Georgia
$5.01M +$2.13M +9,911 +74%
LRPA
665
L. Roy Papp & Associates
Arizona
$4.99M -$278K -1,296 -5%
TCM
666
Twin Capital Management
Pennsylvania
$4.98M +$66.5K +310 +1%
CCM
667
Canal Capital Management
Virginia
$4.94M +$214K +999 +5%
VWM
668
Valley Wealth Managers
New Jersey
$4.93M +$31.3K +146 +0.6%
BSW
669
Buckingham Strategic Wealth
Missouri
$4.92M +$7.51K +35 +0.2%
EFI
670
EHP Funds Inc
Canada
$4.91M +$4.91M +22,910 New
FCH
671
Freestone Capital Holdings
Washington
$4.89M +$917K +4,275 +23%
FNB
672
Farmers National Bank
Kentucky
$4.88M -$66.3K -309 -1%
ACM
673
Antonetti Capital Management
Florida
$4.84M +$22.9K +107 +0.5%
NIC
674
Northwest Investment Counselors
Oregon
$4.84M -$51.7K -241 -1%
V
675
Veritable
Delaware
$4.82M +$5.58K +26 +0.1%
25 26
27
28 29