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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 %
PI
1276
Pettee Investors
Connecticut
$1.04M – – –
RIL
1277
Rothschild Investment LLC
Illinois
$1.04M -$2.36K -11 -0.2%
JIP
1278
Jaffetilchin Investment Partners
Florida
$1.04M +$59.7K +334 +6%
WMP
1279
Wealth Management Partners
Arizona
$1.03M – – –
NL
1280
NVWM LLC
Pennsylvania
$1.03M +$32.8K +153 +3%
IP
1281
Intellectus Partners
California
$1.03M -$66.3K -309 -6%
CAGAS
1282
Capital Advisory Group Advisory Services
Minnesota
$1.03M +$43.7K +204 +4%
JAM
1283
Jupiter Asset Management
United Kingdom
$1.03M -$34.8M -162,309 -97%
WKWM
1284
Walter & Keenan Wealth Management
Indiana
$1.03M – – –
CC
1285
Chicago Capital
Illinois
$1.03M – – –
MGIA
1286
Moneta Group Investment Advisors
Missouri
$1.03M +$297K +1,383 +41%
PFSC
1287
Peoples Financial Services Corp
Pennsylvania
$1.02M +$553K +2,580 +118%
PWPS
1288
Pinnacle Wealth Planning Services
Ohio
$1.02M -$29.2K -136 -3%
LA
1289
Latitude Advisors
Florida
$1.02M +$573K +2,673 +128%
RWA
1290
Ropes Wealth Advisors
Massachusetts
$1.02M -$140K -655 -12%
CSB
1291
City State Bank
Iowa
$1.02M -$11.6K -54 -1%
EWM
1292
Evermay Wealth Management
Virginia
$1.01M +$10.7K +50 +1%
PWP
1293
Principle Wealth Partners
Connecticut
$1.01M +$56K +261 +6%
DAC
1294
Dividend Assets Capital
South Carolina
$1.01M -$37.3K -174 -4%
LFA
1295
Legacy Financial Advisors
Kentucky
$1.01M +$9.87K +46 +1%
LWM
1296
Lyell Wealth Management
California
$1M +$29.4K +137 +3%
BPC
1297
Banque Pictet & Cie
Switzerland
$1M -$429 -2 -0%
BFAG
1298
Blackston Financial Advisory Group
Florida
$1M -$182 -1 -0%
ERWM
1299
Elk River Wealth Management
Colorado
$1M – – –
JWA
1300
JFS Wealth Advisors
Pennsylvania
$999K +$27.2K +127 +3%
50 51
52
53 54