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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 %
SSA
951
Schonfeld Strategic Advisors
New York
$2.23M -$2.78M -12,978 -56%
EWA
952
EP Wealth Advisors
California
$2.23M -$61.1K -285 -3%
AW
953
ACG Wealth
Georgia
$2.23M +$817K +3,810 +58%
BCM
954
BTC Capital Management
Iowa
$2.22M +$2.22M +10,331 New
JA
955
JLB & Associates
Michigan
$2.21M +$54.5K +254 +3%
FMWA
956
Forvis Mazars Wealth Advisors
Missouri
$2.21M -$37.1K -173 -2%
FT
957
Fiduciary Trust
Massachusetts
$2.21M +$156K +729 +8%
CL
958
CPWM LLC
Washington
$2.2M +$259K +1,210 +13%
MCC
959
Money Concepts Capital
Florida
$2.2M +$1.76M +8,212 +404%
VIA
960
Vident Investment Advisory
Georgia
$2.19M -$147K -685 -6%
DMBA
961
Deseret Mutual Benefit Administrators
Utah
$2.18M -$279K -1,301 -11%
HS
962
Horan Securities
United States
$2.18M +$1.86M +8,696 +590%
ACM
963
Advance Capital Management
Michigan
$2.17M – – –
IAG
964
Investmark Advisory Group
Connecticut
$2.17M +$137K +639 +7%
ECM
965
Empirical Capital Management
Tennessee
$2.16M +$2.16M +10,055 New
AAIM
966
American Assets Investment Management
California
$2.15M – – –
SIA
967
Schechter Investment Advisors
Michigan
$2.13M +$6.86K +32 +0.3%
VanEck Associates
968
VanEck Associates
New York
$2.12M -$602K -2,808 -22%
AWM
969
Aberdeen Wealth Management
Illinois
$2.11M +$429 +2 +0%
GG
970
Gofen & Glossberg
Illinois
$2.1M -$3.22K -15 -0.2%
SCP
971
Stamos Capital Partners
California
$2.1M +$2.1M +9,800 New
Arrowstreet Capital
972
Arrowstreet Capital
Massachusetts
$2.1M -$2.76M -12,852 -57%
MSAM
973
Moloney Securities Asset Management
Missouri
$2.09M -$3.22K -15 -0.2%
PF
974
Phoenix Financial
Israel
$2.09M +$2.09M +9,744 New
PWA
975
Phoenix Wealth Advisors
North Carolina
$2.09M -$424K -2,180 -17%
37 38
39
40 41