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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 %
SS
776
Sunbelt Securities
Texas
$3.53M -$1.33M -6,059 -27%
LC
777
Legacy CG
Texas
$3.5M +$40.5K +189 +1%
DFA
778
DHJJ Financial Advisors
Illinois
$3.49M – – –
SC
779
Searle & Co
Connecticut
$3.49M – – –
FMTCOCP
780
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.48M +$79.8K +372 +2%
SC
781
SouthState Corp
Florida
$3.48M +$37.7K +176 +1%
AAM
782
Auxier Asset Management
Oregon
$3.45M -$85.6K -399 -2%
RCM
783
Radnor Capital Management
Pennsylvania
$3.42M +$68.6K +320 +2%
SWM
784
Spire Wealth Management
Virginia
$3.41M -$167K -781 -5%
SWM
785
Sculati Wealth Management
Michigan
$3.4M +$57.5K +268 +2%
CNC
786
Canandaigua National Corp
New York
$3.4M -$150K -699 -4%
SAM
787
Silvercrest Asset Management
New York
$3.39M -$28.3K -132 -0.8%
HIM
788
Harbour Investment Management
Washington
$3.37M -$69.7K -325 -2%
TSS
789
Two Sigma Securities
New York
$3.36M +$3.36M +15,670 New
RCAG
790
Rehmann Capital Advisory Group
Michigan
$3.36M +$100K +468 +3%
APA
791
American Portfolios Advisors
New York
$3.33M +$27.2K +127 +0.8%
GWM
792
GSB Wealth Management
Connecticut
$3.31M +$411K +1,917 +14%
VVP
793
Venture Visionary Partners
Ohio
$3.31M +$398K +1,855 +14%
ZIG
794
Zullo Investment Group
Pennsylvania
$3.29M +$9.22K +43 +0.3%
WS
795
Wedbush Securities
California
$3.29M +$140K +652 +4%
NWM
796
Northcape Wealth Management
New York
$3.29M +$61.5K +287 +2%
CWG
797
Cornerstone Wealth Group
North Carolina
$3.28M +$2.58M +12,049 +370%
PAM
798
Paradigm Asset Management
New York
$3.28M – – –
LNC
799
Lincoln National Corp
Pennsylvania
$3.23M +$100K +467 +3%
CRIG
800
Charter Research & Investment Group
Connecticut
$3.22M +$19.5K +91 +0.6%
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