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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 %
OPTFSNA
701
Old Point Trust & Financial Services N A
Virginia
$4.43M -$21.9K -102 -0.5%
PCTC
702
Perkins Coie Trust Company
Washington
$4.42M -$50.6K -236 -1%
SL
703
Summitry LLC
California
$4.42M -$165K -768 -4%
IPW
704
Inlet Private Wealth
Florida
$4.42M +$89.4K +417 +2%
RC
705
Roundview Capital
New Jersey
$4.4M +$86K +401 +2%
Capstone Investment Advisors
706
Capstone Investment Advisors
New York
$4.4M +$4.25M +19,835 +2,952%
BCFS
707
Butensky & Cohen Financial Security
Florida
$4.38M +$27.9K +130 +0.6%
PI
708
Putnam Investments
Massachusetts
$4.36M -$4.49M -20,919 -51%
CC
709
Courier Capital
New York
$4.36M -$352K -1,643 -7%
NHC
710
Nicholas Hoffman & Company
Georgia
$4.32M +$38.6K +180 +0.9%
SA
711
Strategic Advisors
New York
$4.3M -$534K -2,491 -11%
PAM
712
Palisade Asset Management
Minnesota
$4.29M +$298K +1,388 +7%
BAM
713
Boyar Asset Management
New York
$4.29M +$135K +628 +3%
AAMA
714
Advanced Asset Management Advisors
Ohio
$4.29M – – –
VNIM
715
Vaughan Nelson Investment Management
Texas
$4.28M +$429K +2,000 +11%
HT
716
Heritage Trust
Oklahoma
$4.27M +$40.5K +189 +1%
BCM
717
Brookstone Capital Management
Illinois
$4.27M +$16.6K +87 +0.4%
SG
718
Stonnington Group
California
$4.27M -$315K -1,650 -7%
IMOV
719
Investment Management of Virginia
Virginia
$4.26M -$267K -1,244 -6%
IP
720
Interval Partners
New York
$4.23M -$3.48M -16,203 -45%
SLI
721
Sumitomo Life Insurance
Japan
$4.21M -$62.4K -291 -1%
TLCM
722
Twin Lakes Capital Management
California
$4.21M +$33.9K +158 +0.8%
SDIC
723
South Dakota Investment Council
South Dakota
$4.2M -$2.14M -9,957 -34%
LA
724
Legacy Advisors
Pennsylvania
$4.19M +$3.11M +14,517 +290%
AIM
725
Aigen Investment Management
New York
$4.19M -$1.89M -8,790 -31%
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