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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 %
LC
1101
Lincoln Capital
Nebraska
$1.56M -$85.3K -398 -5%
YWP
1102
YorkBridge Wealth Partners
New York
$1.56M -$16.3K -76 -1%
EFS
1103
Essex Financial Services
Connecticut
$1.56M -$163K -762 -9%
4WM
1104
44 Wealth Management
Oregon
$1.55M +$313K +1,459 +25%
MCA
1105
MSH Capital Advisors
Arizona
$1.55M +$84.9K +396 +6%
LHC
1106
Little House Capital
Massachusetts
$1.55M +$777K +3,624 +101%
PCM
1107
Parsons Capital Management
Rhode Island
$1.54M +$124K +578 +9%
ACWM
1108
Adams Chetwood Wealth Management
North Carolina
$1.54M +$3.22K +15 +0.2%
SIA
1109
SeaBridge Investment Advisors
New Jersey
$1.54M -$555K -2,587 -26%
HCMT
1110
Highland Capital Management (Tennessee)
Tennessee
$1.54M +$8.58K +40 +0.6%
NIMI
1111
Natixis Investment Managers International
France
$1.54M +$1.54M +7,161 New
PWM
1112
Perigon Wealth Management
California
$1.53M -$132K -614 -8%
RIA
1113
Realta Investment Advisors
Delaware
$1.53M +$39.5K +184 +3%
SFG
1114
SNS Financial Group
Minnesota
$1.53M – – –
PPP
1115
Private Portfolio Partners
New Jersey
$1.53M -$141K -659 -8%
AI
1116
AXS Investments
New York
$1.52M -$1.96M -9,127 -56%
TA
1117
TFG Advisers
Michigan
$1.52M +$3K +14 +0.2%
CF
1118
Centaurus Financial
California
$1.52M -$234K -1,093 -13%
SP
1119
Symmetry Partners
Connecticut
$1.51M – – –
WIS
1120
Wright Investors Service
Connecticut
$1.51M -$448K -2,091 -23%
ANI
1121
American National Insurance
Texas
$1.51M -$349K -1,625 -19%
CQS
1122
Credential Qtrade Securities
$1.5M +$179K +836 +14%
HFM
1123
Hartford Financial Management
Connecticut
$1.5M – – –
FFS
1124
Founders Financial Securities
Maryland
$1.49M +$77K +359 +5%
ACM
1125
Ativo Capital Management
Illinois
$1.49M – – –
43 44
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