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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 %
SCA
826
Stonebridge Capital Advisors
Minnesota
$3.05M +$37.5K +175 +1%
MCM
827
Mengis Capital Management
Oregon
$3.04M +$167K +778 +6%
FVWA
828
Foster Victor Wealth Advisors
South Carolina
$3.04M +$404K +2,076 +15%
SIC
829
Shoker Investment Counsel
Ohio
$3.02M -$12.4K -58 -0.4%
CIAS
830
Capital Investment Advisory Services
North Carolina
$3.01M -$27.7K -129 -0.9%
DWA
831
Douglass Winthrop Advisors
New York
$3M -$47.6K -222 -2%
SFS
832
Sowell Financial Services
Arkansas
$2.99M -$9.91M -49,054 -77%
EF
833
Exeter Financial
Arizona
$2.99M -$295K -1,376 -9%
CAM
834
Cresset Asset Management
Illinois
$2.99M -$360K -1,679 -11%
GAMC
835
Garner Asset Management Corp
Texas
$2.98M +$11.8K +55 +0.4%
WAM
836
Wakefield Asset Management
Colorado
$2.97M -$65.4K -305 -2%
CG
837
Castellan Group
Kentucky
$2.97M +$1.22M +5,692 +70%
EF
838
Empirical Finance
Pennsylvania
$2.96M +$329K +1,535 +13%
HGWM
839
Horst & Graben Wealth Management
Oregon
$2.94M – – –
BL
840
BFSG LLC
California
$2.94M +$3.86K +18 +0.1%
ZB
841
Zions Bancorporation
Utah
$2.94M +$795K +3,707 +37%
CTC
842
Central Trust Company
Missouri
$2.93M +$288K +1,345 +11%
CCG
843
Cypress Capital Group
Florida
$2.92M +$459K +2,141 +19%
WFPG
844
Waller Financial Planning Group
Ohio
$2.92M -$155K -721 -5%
MPPW
845
Mitchell & Pahl Private Wealth
Oklahoma
$2.91M +$22.1K +103 +0.8%
MPM
846
Meritage Portfolio Management
Kansas
$2.91M +$2.91M +13,563 New
AWM
847
Altium Wealth Management
New York
$2.91M +$216K +1,008 +8%
TAM
848
Tealwood Asset Management
Minnesota
$2.91M -$33.2K -155 -1%
WTC
849
WhitTier Trust Company
Nevada
$2.91M +$86.5K +403 +3%
PS
850
Pensionfund Sabic
Netherlands
$2.9M -$751K -3,500 -21%
32 33
34
35 36