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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 %
CWAG
1126
Compton Wealth Advisory Group
Virginia
$1.48M +$73.6K +343 +5%
SFCL
1127
Strengthening Families & Communities LLC
Massachusetts
$1.48M -$30.9K -144 -2%
FFMBT
1128
First Farmers & Merchants Bank Trust
Tennessee
$1.48M – – –
PWS
1129
Private Wealth Strategies
Ohio
$1.48M +$10.3K +48 +0.7%
DCM
1130
Davidson Capital Management
Texas
$1.47M +$118K +551 +9%
DHFB
1131
Dixon Hubard Feinour & Brown
Virginia
$1.47M -$116K -539 -7%
EI
1132
Ethic Inc
New York
$1.46M -$2.67M -12,468 -65%
BG
1133
Bollard Group
Massachusetts
$1.46M +$10.9K +51 +0.8%
DI
1134
Diligent Investors
California
$1.46M -$49.5K -231 -3%
WI
1135
WrapManager Inc
California
$1.45M +$31.9K +149 +2%
CCA
1136
Checchi Capital Advisers
California
$1.45M +$92.2K +430 +7%
FFN
1137
Focus Financial Network
Minnesota
$1.44M -$2.88M -13,440 -67%
TCM
1138
Traynor Capital Management
Pennsylvania
$1.44M +$93.3K +435 +7%
WT
1139
Washington Trust
Rhode Island
$1.43M +$120K +561 +9%
CC
1140
Centiva Capital
New York
$1.43M -$298K -1,391 -17%
DT
1141
Diversified Trust
Tennessee
$1.43M +$417K +1,947 +41%
MA
1142
Montag & Associates
Georgia
$1.42M +$8.58K +40 +0.6%
CAAS
1143
Capital Asset Advisory Services
Michigan
$1.42M +$420K +1,956 +42%
TRIA
1144
Trail Ridge Investment Advisors
Colorado
$1.42M – – –
BFO
1145
Boston Family Office
Massachusetts
$1.42M +$384K +1,792 +37%
CCP
1146
Carmel Capital Partners
California
$1.42M +$22.5K +105 +2%
NIPH
1147
NN Investment Partners Holdings
Netherlands
$1.42M -$12.1M -56,434 -90%
TFA
1148
Teamwork Financial Advisors
Texas
$1.41M +$386K +1,799 +38%
CI
1149
Cavalier Investments
Georgia
$1.41M -$272K -1,270 -16%
QCM
1150
Quantinno Capital Management
New York
$1.41M +$884K +4,122 +168%
44 45
46
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