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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 %
Nomura Holdings
851
Nomura Holdings
Japan
$2.89M -$882K -4,242 -23%
IFWM
852
Institute for Wealth Management
Colorado
$2.89M +$22.5K +105 +0.8%
BIM
853
Bridges Investment Management
Nebraska
$2.89M +$81.9K +382 +3%
BP
854
Ballentine Partners
Massachusetts
$2.89M +$255K +1,188 +10%
BA
855
Bristlecone Advisors
Washington
$2.88M – – –
SW
856
SkyOak Wealth
Michigan
$2.86M -$139K -649 -5%
AC
857
Addison Capital
Pennsylvania
$2.86M – – –
LNWWM
858
Laird Norton Wetherby Wealth Management
California
$2.85M +$148K +689 +5%
NFC
859
Northeast Financial Consultants
Connecticut
$2.85M +$2.37M +11,063 +496%
TC
860
Truvestments Capital
Florida
$2.84M +$66.9K +312 +2%
FTDI
861
First Trust Direct Indexing
Massachusetts
$2.84M +$299K +1,393 +12%
AF
862
Arrow Financial
New York
$2.84M +$520K +2,425 +22%
WA1
863
Wimmer Associates 1
California
$2.82M -$3.22K -15 -0.1%
Carson Wealth (CWM LLC)
864
Carson Wealth (CWM LLC)
Nebraska
$2.78M +$785K +3,660 +39%
IWC
865
Integrated Wealth Concepts
Massachusetts
$2.76M +$442K +2,061 +19%
CI
866
Cigna Investments
Connecticut
$2.76M -$791K -3,689 -22%
CWM
867
Cordatus Wealth Management
Pennsylvania
$2.75M -$36K -168 -1%
WorldQuant Millennium Advisors
868
WorldQuant Millennium Advisors
New York
$2.72M -$12.6M -58,707 -82%
C
869
Certuity
Florida
$2.72M +$87.4K +407 +3%
KJWM
870
Kiley Juergens Wealth Management
Washington
$2.72M +$13.5K +63 +0.5%
SCM
871
Schnieders Capital Management
California
$2.71M +$63.9K +298 +2%
LTI
872
Laffer Tengler Investments
Tennessee
$2.71M -$172K -800 -6%
FC
873
Forte Capital
New York
$2.71M – – –
MCM
874
Monarch Capital Management
Indiana
$2.7M +$177K +826 +7%
CCS
875
Concentric Capital Strategies
Connecticut
$2.7M +$2.7M +12,600 New
33 34
35
36 37