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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 %
MCIA
1151
Mountain Capital Investment Advisors
Colorado
$1.41M -$3.24K -17 -0.2%
GCA
1152
Guardian Capital Advisors
Ontario, Canada
$1.4M +$35.5K +189 +3%
PAMG
1153
Patton Albertson Miller Group
Tennessee
$1.4M -$158K -737 -10%
SC
1154
SRB Corp
Massachusetts
$1.4M – – –
RFM
1155
Royal Fund Management
Florida
$1.39M -$66.2K -309 -5%
DWM
1156
Darwin Wealth Management
Florida
$1.39M -$399K -1,860 -22%
TIA
1157
Trust Investment Advisors
Indiana
$1.38M +$21.4K +100 +2%
BAM
1158
Berkshire Asset Management
Pennsylvania
$1.38M +$26.2K +122 +2%
APP
1159
Avantax Planning Partners
Iowa
$1.38M +$204K +951 +17%
NG
1160
Northstar Group
New York
$1.38M +$7.72K +36 +0.6%
BSB
1161
Bangor Savings Bank
Maine
$1.38M +$165K +768 +14%
NCA
1162
New Century Advisors
Maryland
$1.38M +$1.38M +6,420 New
MFGM
1163
Marshall Financial Group (Maryland)
Maryland
$1.38M -$2.79K -13 -0.2%
FFBTD
1164
First Financial Bank - Trust Division
Ohio
$1.37M -$91.8K -428 -6%
FAIM
1165
Financial Advocates Investment Management
Washington
$1.37M -$3M -13,971 -69%
PP
1166
Pegasus Partners
Wisconsin
$1.37M -$48.3K -225 -3%
TFS
1167
TrustCore Financial Services
Tennessee
$1.36M +$193K +902 +17%
BAM
1168
Byrne Asset Management
New Jersey
$1.35M +$36.5K +170 +3%
CC
1169
Corsicana & Co
Texas
$1.35M – – –
TCM
1170
Teza Capital Management
Illinois
$1.35M +$954K +4,449 +243%
MG
1171
Mather Group
Illinois
$1.35M +$971K +4,530 +259%
WI
1172
Wintrust Investments
Illinois
$1.35M +$6.43K +30 +0.5%
RIM
1173
Regent Investment Management
Kentucky
$1.34M -$5.36K -25 -0.4%
BMWM
1174
Brown Miller Wealth Management
Virginia
$1.34M +$48.7K +227 +4%
WA
1175
Wealth Alliance
New York
$1.34M +$307K +1,433 +30%
45 46
47
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