UPS icon

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 %
NEI
1001
Northwest & Ethical Investments
Ontario, Canada
$1.96M -$123K -573 -6%
FC
1002
Financial Consulate
Maryland
$1.96M -$9.65K -45 -0.5%
THWM
1003
Taylor Hoffman Wealth Management
Virginia
$1.95M – – –
SWA
1004
SOA Wealth Advisors
New York
$1.95M +$89.9K +419 +5%
CA
1005
Clearstead Advisors
Ohio
$1.95M +$168K +781 +9%
AFA
1006
Abacus FCF Advisors
Florida
$1.95M -$711K -3,316 -27%
FANJ
1007
Financial Architects (New Jersey)
New Jersey
$1.94M -$101K -472 -5%
DAS
1008
Dynamic Advisor Solutions
Arizona
$1.94M +$35K +163 +2%
BMCM
1009
Bryn Mawr Capital Management
Pennsylvania
$1.94M +$1.94M +9,021 New
FCMA
1010
Foresight Capital Management Advisors
Michigan
$1.92M +$64.6K +301 +3%
PPWP
1011
Proquility Private Wealth Partners
Nevada
$1.91M -$280K -1,570 -13%
SC
1012
Slow Capital
California
$1.9M -$1.18M -5,507 -38%
IGWM
1013
ICA Group Wealth Management
Colorado
$1.89M +$1.89M +10,118 New
MYLI
1014
Meiji Yasuda Life Insurance
Japan
$1.89M -$145K -675 -7%
GT
1015
Greenleaf Trust
Michigan
$1.89M +$146K +680 +8%
VFA
1016
Voya Financial Advisors
Connecticut
$1.89M +$514K +2,336 +37%
BTWM
1017
Baker Tilly Wealth Management
Wisconsin
$1.89M +$177K +823 +10%
UCB
1018
United Community Bank
South Carolina
$1.87M +$54K +252 +3%
LWA
1019
Lineweaver Wealth Advisors
Ohio
$1.87M +$597K +2,783 +47%
GC
1020
Gratus Capital
Georgia
$1.87M -$12.4K -58 -0.7%
WBG
1021
Wharton Business Group
Pennsylvania
$1.86M +$131K +610 +8%
SB
1022
Simmons Bank
Arkansas
$1.86M -$126K -586 -6%
ANTB
1023
AMG National Trust Bank
Colorado
$1.86M -$4.29K -20 -0.2%
HWM
1024
Hohimer Wealth Management
Washington
$1.85M – – –
UBV
1025
United Bank (Virginia)
Virginia
$1.85M – – –
39 40
41
42 43