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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 %
LA
1226
LVW Advisors
New York
$1.17M -$11.8K -55 -1%
ACM
1227
Allred Capital Management
Texas
$1.17M +$43.5K +203 +4%
E
1228
Ergoteles
New York
$1.16M +$1.16M +5,420 New
PA
1229
Probity Advisors
Texas
$1.16M -$136K -636 -11%
FAFN
1230
First Affirmative Financial Network
Colorado
$1.16M +$48.5K +226 +4%
FHB
1231
First Hawaiian Bank
Hawaii
$1.16M -$6.65K -31 -0.6%
MIM
1232
MTM Investment Management
South Carolina
$1.16M +$6K +28 +0.5%
WFM
1233
Wolff Financial Management
Michigan
$1.15M +$858 +4 +0.1%
BCM
1234
Barden Capital Management
Texas
$1.15M +$34.1K +159 +3%
SFS
1235
Stiles Financial Services
Minnesota
$1.15M +$238K +1,109 +26%
1SB
1236
1ST Source Bank
Indiana
$1.14M +$61.3K +286 +6%
ACS
1237
Archford Capital Strategies
Illinois
$1.14M +$93.2K +473 +9%
DIA
1238
Davidson Investment Advisors
Montana
$1.14M -$15.5M -72,033 -93%
PFP
1239
Paragon Financial Partners
California
$1.14M +$857 +4 +0.1%
PFWA
1240
Paces Ferry Wealth Advisors
Georgia
$1.14M -$1.72K -8 -0.2%
MSA
1241
Marino Stram & Associates
Massachusetts
$1.14M +$25.9K +121 +2%
TSWM
1242
Triangle Securities Wealth Management
North Carolina
$1.14M -$45.9K -214 -4%
SFS
1243
Solitude Financial Services
Virginia
$1.13M -$64.3K -300 -5%
JSL
1244
JT Stratford LLC
Georgia
$1.13M -$51.5K -240 -4%
CWS
1245
Confluence Wealth Services
Pennsylvania
$1.12M -$3.43K -16 -0.3%
BWAM
1246
Boyd Watterson Asset Management
Ohio
$1.12M – – –
MSS
1247
Mitchell Sinkler & Starr
Pennsylvania
$1.12M -$21.4K -100 -2%
PA
1248
Procyon Advisors
Connecticut
$1.12M +$215K +1,003 +24%
SCM
1249
Shelton Capital Management
Colorado
$1.11M – – –
AAS
1250
Annex Advisory Services
Wisconsin
$1.11M +$26.8K +125 +2%
48 49
50
51 52