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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 %
BE
801
Bonness Enterprises
District of Columbia
$3.21M – – –
AMIM
802
Aull & Monroe Investment Management
Alabama
$3.17M -$32.2K -150 -1%
PWMG
803
Pinnacle Wealth Management Group
Michigan
$3.17M -$103K -482 -3%
SCP
804
Shorepoint Capital Partners
Massachusetts
$3.16M -$60.3K -281 -2%
WAM
805
WealthTrust Asset Management
Florida
$3.15M -$88.8K -414 -3%
CIA
806
Cohen Investment Advisors
New Hampshire
$3.14M -$58.1K -271 -2%
TC
807
TownSquare Capital
Utah
$3.13M +$873K +4,069 +39%
AWE
808
Avidian Wealth Enterprises
Texas
$3.13M +$240K +1,117 +8%
NERM
809
New England Research & Management
Illinois
$3.13M -$64.3K -300 -2%
MBTD
810
Mechanics Bank - Trust Department
California
$3.13M -$45.9K -214 -1%
BB
811
Bell Bank
North Dakota
$3.12M +$1.5K +7 +0%
MNBTD
812
Moody National Bank Trust Division
Texas
$3.12M -$378K -1,764 -11%
WWM
813
Western Wealth Management
Colorado
$3.12M +$2.42M +11,305 +351%
GVAG
814
Great Valley Advisor Group
Delaware
$3.11M +$295K +1,375 +10%
JCM
815
Jacobi Capital Management
Pennsylvania
$3.11M +$85.8K +400 +3%
BMA
816
Brooks Moore & Associates
Tennessee
$3.09M +$4.29K +20 +0.1%
CB
817
Cooke & Bieler
Pennsylvania
$3.09M -$3.96M -18,460 -56%
EWA
818
Exencial Wealth Advisors
Oklahoma
$3.09M -$50.6K -236 -2%
SC
819
Skylands Capital
Wisconsin
$3.08M – – –
ASI
820
Advisory Services & Investments
Oregon
$3.08M +$8.58K +40 +0.3%
BFA
821
Bragg Financial Advisors
North Carolina
$3.08M +$840K +3,917 +38%
UAS
822
United Asset Strategies
New York
$3.07M -$3K -14 -0.1%
TCOT
823
Trust Company of Toledo
Ohio
$3.07M -$215 -1 -0%
IMRF
824
Illinois Municipal Retirement Fund
Illinois
$3.06M – – –
S
825
Seeyond
France
$3.05M -$70.5K -329 -2%
31 32
33
34 35