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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 %
SS
1076
Simplicity Solutions
Minnesota
$1.64M -$192K -895 -10%
AC
1077
Abbrea Capital
California
$1.64M +$53.6K +250 +3%
FUBT
1078
First United Bank & Trust
Maryland
$1.63M -$4.5K -21 -0.3%
MAM
1079
Morse Asset Management
Connecticut
$1.63M +$1.15M +5,381 +242%
DTL
1080
Dynamic Technology Lab
Singapore
$1.63M +$1.63M +7,596 New
FC
1081
FORA Capital
Florida
$1.63M +$1.32M +6,007 +433%
TCM
1082
Tradewinds Capital Management
Washington
$1.63M -$11.2K -52 -0.7%
EH
1083
Equitable Holdings
New York
$1.62M +$16.1K +75 +1%
CC
1084
Cornerstone Capital
California
$1.62M +$166K +775 +11%
HW
1085
Hancock Whitney
Mississippi
$1.62M -$23.8K -111 -1%
MSFP
1086
Mark Sheptoff Financial Planning
Connecticut
$1.61M -$74.9K -349 -4%
IAIM
1087
International Assets Investment Management
Florida
$1.61M +$21K +98 +1%
CAG
1088
Csenge Advisory Group
Florida
$1.6M +$71K +331 +5%
HT
1089
HighTower Trust
Texas
$1.59M -$5.15K -24 -0.3%
CW
1090
CreativeOne Wealth
Kansas
$1.59M +$32.4K +151 +2%
DBRC
1091
D.B. Root & Company
Pennsylvania
$1.59M +$37.9K +177 +2%
LC
1092
Lavaca Capital
Texas
$1.59M +$126K +588 +9%
SF
1093
Summit Financial
New Jersey
$1.58M +$197K +920 +14%
AWM
1094
Aevitas Wealth Management
Massachusetts
$1.58M -$89.7K -418 -5%
GRP
1095
Global Retirement Partners
California
$1.58M +$1.58M +9,070 New
EIA
1096
Eldridge Investment Advisors
New Hampshire
$1.58M +$643 +3 +0%
FIM
1097
Freedom Investment Management
Connecticut
$1.58M +$645K +3,009 +69%
AIA
1098
AIMZ Investment Advisors
California
$1.57M -$85.8K -400 -5%
BEI
1099
Benjamin Edwards Inc
Missouri
$1.57M +$1.27M +5,921 +427%
AF
1100
Advisornet Financial
Minnesota
$1.57M +$115K +536 +8%
42 43
44
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