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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 %
TF
676
TIAA FSB
Florida
$4.82M +$95.2K +446 +2%
B
677
Bridgeworth
Alabama
$4.8M -$7.8M -36,384 -62%
AM
678
Atwater Malick
Pennsylvania
$4.8M +$248K +1,156 +5%
SSWM
679
Sheets Smith Wealth Management
North Carolina
$4.79M +$643 +3 +0%
HCA
680
Horan Capital Advisors
Ohio
$4.74M +$7.72K +36 +0.2%
AAA
681
Adams Asset Advisors
Texas
$4.74M -$129K -600 -3%
BHC
682
Bowen Hanes & Co
Florida
$4.71M -$10.7K -50 -0.2%
H
683
HoyleCohen
California
$4.69M +$224K +1,046 +5%
ATPW
684
Ashton Thomas Private Wealth
Arizona
$4.67M +$1.1M +5,112 +31%
CSS
685
Cubist Systematic Strategies
Connecticut
$4.66M -$1.3M -6,059 -22%
KA
686
Kintegral Advisory
New York
$4.65M +$104K +485 +2%
VT
687
Vise Technologies
New York
$4.63M -$2.23M -10,399 -33%
BCM
688
Brookmont Capital Management
Texas
$4.62M +$6.65K +31 +0.1%
HWM
689
Holloway Wealth Management
Florida
$4.62M -$5.21M – –
KRSITF
690
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.62M +$496K +2,311 +12%
MWM
691
Madison Wealth Management
Ohio
$4.58M +$60K +280 +1%
PFS
692
Physicians Financial Services
North Carolina
$4.55M +$42.9K +200 +1%
SIAP
693
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.54M -$102K -474 -2%
JFGIW
694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.51M +$931K +4,342 +26%
ECM
695
Everence Capital Management
Indiana
$4.49M +$691K +3,220 +18%
S
696
Surevest
California
$4.48M -$1.11M -5,192 -20%
ACM
697
Azimuth Capital Management
Michigan
$4.45M -$106K -495 -2%
GP
698
Girard Partners
Pennsylvania
$4.44M +$147K +686 +3%
PT
699
Plimoth Trust
Massachusetts
$4.44M -$812K -3,785 -15%
LWANC
700
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.43M -$54.5K -254 -1%
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