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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 %
SWM
1326
Segment Wealth Management
Texas
$938K -$39.9K -186 -4%
DI
1327
DAGCO Inc
Ohio
$937K -$20.6K -108 -2%
IWA
1328
IVC Wealth Advisors
Pennsylvania
$935K -$42.2K -197 -4%
SRG
1329
SBB Research Group
Illinois
$935K +$7.08K +33 +0.8%
SC
1330
Savant Capital
Illinois
$933K +$83.2K +388 +10%
FWP
1331
FAS Wealth Partners
Kansas
$931K +$217K +1,014 +30%
ARMT
1332
Amica Retiree Medical Trust
Rhode Island
$930K -$638K -2,972 -41%
BL
1333
Balentine LLC
Georgia
$930K +$95.6K +446 +11%
HCP
1334
Holt Capital Partners
Texas
$918K -$91.2K -425 -9%
MA
1335
MKT Advisors
California
$918K +$68.9K +380 +8%
WC
1336
Whitney & Co
New York
$915K +$915K +4,268 New
EMG
1337
ETF Managers Group
New Jersey
$914K +$23.1K +105 +3%
STB
1338
S&T Bank
Pennsylvania
$911K +$29.4K +137 +3%
CCM
1339
Cohen Capital Management
California
$911K +$911K +4,250 New
GA
1340
GoalVest Advisory
New York
$910K +$910K +4,244 New
TBNY
1341
Trustco Bank (New York)
New York
$909K -$7.94K -37 -0.9%
ESB
1342
Essex Savings Bank
Connecticut
$904K +$237K +1,106 +36%
RWM
1343
Ritholtz Wealth Management
New York
$903K +$126K +588 +16%
SAM
1344
S.A. Mason
Michigan
$902K – – –
CS
1345
Capital Square
Tennessee
$901K – – –
CG
1346
Corundum Group
Colorado
$900K +$363K +1,691 +68%
CP
1347
Covenant Partners
Tennessee
$898K – – –
SCI
1348
S&CO Inc
Massachusetts
$898K – – –
BW
1349
Bison Wealth
Georgia
$895K -$22.1K -103 -2%
CFS
1350
CRA Financial Services
New Jersey
$895K -$17.2K -80 -2%
52 53
54
55 56