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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 %
RT
976
Rockland Trust
Massachusetts
$2.09M -$75.9K -354 -4%
CIP
977
Convergence Investment Partners
Florida
$2.09M +$1.72M +8,006 +462%
MI
978
Moneywise Inc
Virginia
$2.08M – – –
SIA
979
Soltis Investment Advisors
Utah
$2.08M +$303K +1,411 +17%
Millennium Management
980
Millennium Management
New York
$2.08M -$76.6M -357,348 -97%
CIP
981
Cornerstone Investment Partners
Georgia
$2.07M -$174K -810 -8%
WJWM
982
Williams Jones Wealth Management
New York
$2.07M +$105K +490 +5%
FWM
983
ForthRight Wealth Management
Georgia
$2.07M -$21.4K -100 -1%
WCBA
984
Weaver C. Barksdale & Associates
Tennessee
$2.05M +$27.2K +127 +1%
HI
985
HBK Investments
Texas
$2.05M +$2.05M +9,537 New
CT
986
Coastline Trust
Rhode Island
$2.04M -$33.9K -158 -2%
AIP
987
Ameritas Investment Partners
Nebraska
$2.03M -$54.9K -256 -3%
PCIA
988
Prime Capital Investment Advisors
Kansas
$2.02M – – –
HNWAG
989
High Net Worth Advisory Group
Florida
$2.02M -$42.9K -200 -2%
BRWM
990
B. Riley Wealth Management
Tennessee
$2.02M +$55.1K +257 +3%
MA
991
Modus Advisors
Minnesota
$2.01M +$10.3K +48 +0.5%
WAM
992
Werlinich Asset Management
Connecticut
$2M -$64.3K -300 -3%
FHA
993
First Horizon Advisors
Tennessee
$2M -$1.13M -5,281 -36%
HI
994
Harrington Investments
California
$2M -$385K -1,796 -16%
BDF
995
Balasa Dinverno & Foltz
$2M +$273K +1,273 +16%
MA
996
Mutual Advisors
Nebraska
$1.99M +$39.9K +186 +2%
PGIM
997
Pacific Global Investment Management
California
$1.99M -$18.7K -87 -0.9%
PAS
998
Park Avenue Securities
New York
$1.97M +$872K +4,065 +79%
SDAM
999
Shulman DeMeo Asset Management
New York
$1.96M +$6.01K +28 +0.3%
RPC
1000
Rossmore Private Capital
Connecticut
$1.96M +$239K +1,115 +14%
38 39
40
41 42