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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 %
PWMAG
726
Pinnacle Wealth Management Advisory Group
New Jersey
$4.16M +$407K +1,900 +11%
AIM
727
Artemis Investment Management
United Kingdom
$4.14M -$4.34M -20,267 -51%
MIAN
728
Mariner Independent Advisor Network
Kansas
$4.14M +$547K +2,630 +15%
AHC
729
Anderson Hoagland & Co
Missouri
$4.1M -$31.7K -148 -0.8%
BOTW
730
Bank of the West
California
$4.1M +$555K +2,587 +16%
MCAI
731
Members Capital Advisors Inc
Wisconsin
$4.1M – – –
VI
732
Vestcor Inc
New Brunswick, Canada
$4.09M +$2.16M +10,083 +112%
IPW
733
IronBridge Private Wealth
Texas
$4.08M +$4.08M +19,016 New
Lido Advisors
734
Lido Advisors
California
$4.07M +$89.8K +419 +2%
PGAM
735
Princeton Global Asset Management
New Jersey
$4.05M +$1.07M +5,006 +36%
IC
736
Intersect Capital
California
$4.05M +$36K +168 +0.9%
AT
737
Arden Trust
Delaware
$4.04M -$106K -494 -3%
MP
738
McDonald Partners
Ohio
$4.04M +$4.04M +18,814 New
Acadian Asset Management
739
Acadian Asset Management
Massachusetts
$4M +$2.39M +11,171 +149%
MWM
740
Marion Wealth Management
Pennsylvania
$3.98M – – –
APC
741
Aspire Private Capital
North Carolina
$3.97M -$7.08K -33 -0.2%
SLG
742
Stanley-Laman Group
Pennsylvania
$3.96M +$541K +2,522 +16%
FA
743
Fortis Advisors
Pennsylvania
$3.95M +$1.07K +5 +0%
NC
744
NewSquare Capital
Pennsylvania
$3.95M +$449K +2,095 +13%
CCMINC
745
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.95M +$66.3K +309 +2%
MWM
746
Marietta Wealth Management
Georgia
$3.95M +$121K +562 +3%
SCA
747
Snowden Capital Advisors
New York
$3.94M +$1.86M +8,696 +90%
JWM
748
Jackson Wealth Management
Florida
$3.93M -$119K -553 -3%
PA
749
Parallel Advisors
California
$3.9M +$709K +3,220 +22%
IC
750
IEQ Capital
California
$3.88M +$1.3M +6,047 +50%
28 29
30
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