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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 %
LIM
901
Loudon Investment Management
New Hampshire
$2.51M -$257K -1,200 -9%
OIA
902
Optimum Investment Advisors
Illinois
$2.5M -$214 -1 -0%
PSUF
903
People's United Financial
Connecticut
$2.5M -$740K -3,452 -23%
TCOV
904
Trust Company of Vermont
Vermont
$2.5M -$266K -1,238 -10%
IRF
905
IBM Retirement Fund
New York
$2.47M -$112K -523 -4%
MGP
906
Metis Global Partners
California
$2.47M +$1.11M +5,165 +81%
LMKC
907
L.M. Kohn & Company
Ohio
$2.47M +$2.47M +11,495 New
BAM
908
Belpointe Asset Management
Nevada
$2.47M -$255K -1,187 -9%
GWMIA
909
Global Wealth Management Investment Advisory
Florida
$2.46M +$108K +502 +5%
SSW
910
Stone Summit Wealth
Florida
$2.46M +$557K +2,701 +29%
TCA
911
Transcend Capital Advisors
New Jersey
$2.46M +$117K +547 +5%
KFP
912
KMG Fiduciary Partners
Ohio
$2.45M +$695K +3,240 +40%
HAM
913
Hedges Asset Management
Nevada
$2.45M – – –
EM
914
Excalibur Management
Massachusetts
$2.45M -$245K -1,144 -9%
AA
915
ALPS Advisors
Colorado
$2.45M -$394K -1,836 -14%
LCM
916
Logan Capital Management
Pennsylvania
$2.43M -$16.5K -77 -0.7%
QP
917
Quilter Plc
United Kingdom
$2.43M -$1.24M -5,800 -34%
CSPIA
918
Cary Street Partners Investment Advisory
Virginia
$2.43M -$218K -1,018 -8%
PTC
919
Private Trust Company
Ohio
$2.42M +$5.36K +25 +0.2%
Two Sigma Advisers
920
Two Sigma Advisers
New York
$2.42M -$5.45M -25,400 -69%
GH
921
GAM Holding
Switzerland
$2.41M -$865K -4,034 -26%
GJIC
922
Gamble Jones Investment Counsel
California
$2.41M – – –
AAM
923
Autus Asset Management
Arizona
$2.4M +$2.4M +11,173 New
FWM
924
Frontier Wealth Management
Missouri
$2.39M +$19.5K +104 +0.8%
HCM
925
Howland Capital Management
Massachusetts
$2.39M -$11.8K -55 -0.5%
35 36
37
38 39