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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 %
KTM
1026
Keeler Thomas Management
Utah
$1.85M -$12K -56 -0.6%
PA
1027
Profund Advisors
Maryland
$1.84M -$343K -1,600 -16%
KFGK
1028
Keystone Financial Group (Kentucky)
Kentucky
$1.84M -$139K -647 -7%
WI
1029
Wahed Invest
New York
$1.83M -$28.3K -132 -2%
AT
1030
Arvest Trust
Oklahoma
$1.83M +$205K +955 +13%
CWMU
1031
Caliber Wealth Management (Utah)
Utah
$1.83M +$1.83M +8,510 New
PR
1032
Payden & Rygel
California
$1.82M +$279K +1,300 +18%
CG
1033
Caprock Group
Idaho
$1.82M -$346K -1,614 -16%
WWM
1034
WT Wealth Management
Arizona
$1.81M -$208K -972 -10%
CBT
1035
Central Bank & Trust
Kentucky
$1.81M -$11.6K -54 -0.6%
SWM
1036
SeaCrest Wealth Management
New York
$1.8M -$122K -571 -6%
MGWM
1037
Marks Group Wealth Management
Minnesota
$1.79M +$466K +2,171 +35%
FAM
1038
Fulcrum Asset Management
United Kingdom
$1.77M -$2.26M – –
VWA
1039
V Wealth Advisors
Kansas
$1.77M +$73.5K +343 +4%
RMAM
1040
Raab & Moskowitz Asset Management
New Jersey
$1.77M -$86.6K -404 -5%
AF
1041
Allworth Financial
California
$1.77M +$376K +1,752 +27%
Assenagon Asset Management
1042
Assenagon Asset Management
Luxembourg
$1.76M -$9.45M -44,070 -84%
AFS
1043
Access Financial Services
Minnesota
$1.75M -$10.5K -49 -0.6%
CS
1044
Cannell & Spears
New York
$1.75M – – –
SCM
1045
Silvant Capital Management
Georgia
$1.74M -$32.6K -152 -2%
EWM
1046
Empirical Wealth Management
Washington
$1.74M -$21K -98 -1%
SWP
1047
Strategic Wealth Partners
Ohio
$1.74M +$379K +1,766 +28%
AOWM
1048
Alpha Omega Wealth Management
Virginia
$1.74M -$25.5K -119 -1%
ABLA
1049
Alan B. Lancz & Associates
Ohio
$1.73M – – –
BIA
1050
Bigelow Investment Advisors
Maine
$1.73M +$35.2K +164 +2%
40 41
42
43 44