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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 %
LFA
1251
LifeGuide Financial Advisors
Pennsylvania
$1.1M -$21.4K -100 -2%
CI
1252
CPR Investments
Michigan
$1.1M -$3.22K -15 -0.3%
LC
1253
Lindbrook Capital
California
$1.1M +$34.5K +161 +3%
CTI
1254
Community Trust & Investment
Kentucky
$1.09M – – –
AAM
1255
AR Asset Management
California
$1.09M – – –
5L
1256
55I LLC
Massachusetts
$1.09M -$9.22K -43 -0.8%
V
1257
VeraBank
Texas
$1.09M -$5.57K -26 -0.5%
SMC
1258
Smith, Moore & Co
Missouri
$1.09M +$27.7K +129 +3%
SWM
1259
Sendero Wealth Management
Texas
$1.08M -$286K -1,334 -21%
KA
1260
Kovack Advisors
Florida
$1.08M -$71.8K -335 -6%
ZIC
1261
ZWJ Investment Counsel
Georgia
$1.08M – – –
WFC
1262
Western Financial Corp
California
$1.08M +$122K +567 +13%
AT
1263
American Trust
Kentucky
$1.08M +$575K +2,680 +114%
LWP
1264
Lumature Wealth Partners
Georgia
$1.08M +$193K +900 +22%
BFA
1265
Buttonwood Financial Advisors
Maryland
$1.08M -$32.6K -152 -3%
OPS
1266
Orion Portfolio Solutions
Nebraska
$1.08M +$79.8K +372 +8%
RFG
1267
Range Financial Group
Oregon
$1.07M +$36.9K +172 +4%
SWIG
1268
Strategic Wealth Investment Group
Kentucky
$1.07M +$33.5K +156 +3%
OTL
1269
Oak Thistle LLC
New York
$1.07M +$1.07M +4,985 New
SAA
1270
Southeast Asset Advisors
Georgia
$1.06M – – –
O
1271
Ossiam
France
$1.06M -$545K -2,541 -34%
RAM
1272
Redmond Asset Management
Virginia
$1.06M -$249K -1,160 -19%
FNBOSM
1273
First National Bank of South Miami
Florida
$1.05M -$21.7K -101 -2%
VA
1274
Valmark Advisers
Ohio
$1.05M +$57.5K +268 +6%
AAMC
1275
Asset Allocation & Management Company
Illinois
$1.05M – – –
49 50
51
52 53