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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 %
IBOK
926
Independence Bank of Kentucky
Kentucky
$2.39M +$74.4K +347 +3%
BPM
927
Bowling Portfolio Management
Ohio
$2.38M +$2.38M +11,112 New
CWM
928
Cornerstone Wealth Management
Missouri
$2.36M -$40.3K -188 -2%
EP
929
Eudaimonia Partners
Tennessee
$2.36M +$2.36M +11,014 New
AWM
930
Avitas Wealth Management
California
$2.36M -$1.76M -8,208 -43%
RHDIC
931
R.H. Dinel Investment Counsel
California
$2.36M – – –
GF
932
Gabelli Funds
New York
$2.35M -$32.2K -150 -1%
CIP
933
Capital Insight Partners
Arizona
$2.35M -$110K -512 -4%
CC
934
Cypress Capital
Tennessee
$2.34M +$59K +275 +3%
P
935
Pitcairn
Pennsylvania
$2.34M -$47.2K -220 -2%
CHJWM
936
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.33M +$15.3K +80 +0.7%
AWM
937
Apollon Wealth Management
South Carolina
$2.32M -$444K -2,072 -16%
NSB
938
Norway Savings Bank
Maine
$2.32M -$15K -70 -0.6%
NRS
939
Neville Rodie & Shaw
New York
$2.32M -$134K -650 -5%
IA
940
IFP Advisors
Florida
$2.31M +$879K +7,171 +61%
GWCM
941
Godshalk Welsh Capital Management
Pennsylvania
$2.31M -$46.8K -218 -2%
CCG
942
Chatham Capital Group
Georgia
$2.3M +$469K +2,185 +26%
KC
943
Knuff & Co
California
$2.3M +$102K +475 +5%
SG
944
StoneX Group
New York
$2.29M +$57.7K +269 +3%
CFIA
945
Cantor Fitzgerald Investment Advisors
New York
$2.28M – – –
OIA
946
OneDigital Investment Advisors
Kansas
$2.27M +$614K +2,862 +37%
BFS
947
Bradley Foster & Sargent
Connecticut
$2.24M +$658K +3,067 +41%
SSB
948
Sandy Spring Bank
Maryland
$2.24M -$1.29K -6 -0.1%
HCM
949
Hutner Capital Management
Vermont
$2.24M -$8.79K -41 -0.4%
CI
950
CX Institutional
Indiana
$2.23M +$1.91M +8,920 +597%
36 37
38
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