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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 %
NPT
1201
Nixon Peabody Trust
Massachusetts
$1.25M -$149K -697 -11%
WBCM
1202
Wilson & Boucher Capital Management
California
$1.25M +$31.1K +145 +3%
BJL
1203
Brighton Jones LLC
Washington
$1.25M +$80.9K +377 +7%
MHC
1204
Meyer Handelman Company
New York
$1.24M – – –
CDH
1205
Charles D. Hyman
$1.24M +$137K +639 +12%
IA
1206
IFG Advisory
Georgia
$1.24M -$84.9K -396 -6%
QCG
1207
Quadrant Capital Group
Ohio
$1.23M +$128K +596 +12%
AWM
1208
Affinity Wealth Management
Delaware
$1.22M +$172K +904 +16%
OPA
1209
Old Port Advisors
Maine
$1.22M +$51.1K +247 +4%
FIM
1210
Fernwood Investment Management
Massachusetts
$1.21M – – –
DIP
1211
DT Investment Partners
Pennsylvania
$1.21M +$103K +481 +9%
LWAM
1212
Legacy Wealth Asset Management
Minnesota
$1.21M +$9.44K +44 +0.8%
LWCFA
1213
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.19M +$150K +700 +14%
HI
1214
Human Investing
Oregon
$1.19M +$1.19M +5,553 New
PMG
1215
ProVise Management Group
Florida
$1.19M +$154K +720 +15%
SB
1216
Strategic Blueprint
Georgia
$1.19M +$813K +3,788 +216%
LWM
1217
Loveless Wealth Management
Montana
$1.19M -$36.5K -170 -3%
GFS
1218
GYL Financial Synergies
Connecticut
$1.19M +$159K +740 +15%
IB
1219
Intrust Bank
Kansas
$1.18M +$29K +135 +3%
SSG
1220
Summit Securities Group
New York
$1.18M -$381K -1,777 -24%
LC
1221
LCNB Corp
Ohio
$1.18M +$7.72K +36 +0.7%
ISL
1222
Ingalls & Snyder LLC
New York
$1.18M – – –
FFWA
1223
FRG Family Wealth Advisors
Washington
$1.18M – – –
MCWS
1224
McKinley Carter Wealth Services
West Virginia
$1.17M +$837K +3,904 +250%
SIM
1225
Sentry Investment Management
Wisconsin
$1.17M -$285K -1,329 -20%
47 48
49
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