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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 %
WWM
1051
Wolff Wiese Magana
California
$1.72M +$10.1K +47 +0.6%
FDS
1052
First Dallas Securities
Texas
$1.72M +$20.6K +96 +1%
SACTSONJ
1053
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.72M – – –
TMAM
1054
Tokio Marine Asset Management
Japan
$1.71M -$341K -1,590 -17%
FWM
1055
Forefront Wealth Management
Pennsylvania
$1.71M +$1.71M +7,986 New
BWP
1056
Baldwin Wealth Partners
Massachusetts
$1.71M -$3.65K -17 -0.2%
HCP
1057
Hexagon Capital Partners
Arkansas
$1.71M +$28.3K +132 +2%
ANBT
1058
American National Bank & Trust
Texas
$1.71M -$119K -555 -7%
SIM
1059
Stratos Investment Management
Ohio
$1.71M +$171K +799 +11%
MWM
1060
Maltin Wealth Management
New Jersey
$1.71M +$865K +4,034 +103%
AAM
1061
Azzad Asset Management
Virginia
$1.71M +$87.7K +409 +5%
SC
1062
Siena Capital
Ohio
$1.71M -$840K -3,919 -33%
AWA
1063
Amplius Wealth Advisors
Pennsylvania
$1.71M -$2.79K -13 -0.2%
CA
1064
Carson Advisory
Georgia
$1.69M -$44.2K -206 -3%
VCM
1065
Virtue Capital Management
Tennessee
$1.69M -$138K -645 -8%
MYIA
1066
Mount Yale Investment Advisors
Colorado
$1.68M -$9.22K -43 -0.5%
BC
1067
Burleson & Co
California
$1.68M +$1.93K +9 +0.1%
HCM
1068
Hodges Capital Management
Texas
$1.67M +$103K +482 +7%
TTWM
1069
TCV Trust & Wealth Management
Virginia
$1.67M +$18.2K +85 +1%
DPIM
1070
Duff & Phelps Investment Management
Illinois
$1.67M +$21.4K +100 +1%
DIA
1071
Dean Investment Associates
Ohio
$1.66M -$347K -1,616 -17%
SFG
1072
SevenBridge Financial Group
Pennsylvania
$1.66M -$7.29K -34 -0.4%
CC
1073
Constitution Capital
Connecticut
$1.65M -$21.4K -100 -1%
HH
1074
Hilltop Holdings
Texas
$1.65M -$576K -2,686 -26%
GPFA
1075
Game Plan Financial Advisors
Ohio
$1.65M +$1.21M +5,643 +276%
41 42
43
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