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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 %
Verition Fund Management
1301
Verition Fund Management
Connecticut
$995K -$130K -605 -12%
NP
1302
NorthRock Partners
Minnesota
$990K +$89.8K +419 +10%
S
1303
swisspartners
Liechtenstein
$986K +$986K +4,600 New
CAC
1304
Core Alternative Capital
Georgia
$985K +$816K +3,802 +482%
KFA
1305
Krane Funds Advisors
New York
$982K +$110K +513 +13%
FMC
1306
First Merchants Corp
Indiana
$981K -$97.4K -454 -9%
PWM
1307
Palumbo Wealth Management
New York
$979K +$19.5K +91 +2%
LWM
1308
Laidlaw Wealth Management
New York
$979K +$517K +2,409 +112%
OC
1309
Oakworth Capital
Alabama
$977K -$88.8K -414 -8%
EHWM
1310
Eads & Heald Wealth Management
Georgia
$977K -$18.2K -85 -2%
MSFS
1311
Main Street Financial Solutions
Pennsylvania
$973K -$43.3K -202 -4%
WFA
1312
WestHill Financial Advisors
California
$973K +$214 +1 +0%
JCM
1313
Jag Capital Management
Missouri
$972K -$59.6K -351 -6%
PIM
1314
Perpetual Investment Management
Australia
$968K +$57.9K +270 +6%
CFG
1315
Cooper Financial Group
California
$966K +$3.43K +16 +0.4%
GAM
1316
Grandview Asset Management
Pennsylvania
$964K +$39K +182 +4%
MMM
1317
Mendel Money Management
Illinois
$955K +$955K +4,451 New
SFM
1318
Signet Financial Management
New Jersey
$954K -$5.79K -27 -0.6%
OTPPB
1319
Ontario Teachers' Pension Plan Board
Ontario, Canada
$951K -$849K -3,960 -47%
IWM
1320
IHT Wealth Management
Illinois
$949K +$22.9K +107 +2%
AFS
1321
Axiom Financial Strategies
Indiana
$943K -$4.67K -26 -0.5%
PIM
1322
Profit Investment Management
Maryland
$943K +$21.4K +100 +2%
HCWM
1323
Harrison & Co Wealth Management
Virginia
$941K -$7.3K -34 -0.8%
GEA
1324
Glen Eagle Advisors
New Jersey
$940K +$1.07K +5 +0.1%
AW
1325
Apricus Wealth
South Carolina
$939K -$531K -2,788 -36%
51 52
53
54 55