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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
1376
Salvus Wealth Management
New Jersey
$845K +$26.8K +125 +3%
TNAM
1377
Terra Nova Asset Management
New York
$843K +$40.8K +190 +5%
HPC
1378
HM Payson & Co
Maine
$841K -$123K -574 -13%
FCFC
1379
First Commonwealth Financial Corp
Pennsylvania
$841K -$20.4K -95 -2%
MBT
1380
Montecito Bank & Trust
California
$838K -$42.7K -199 -5%
CA
1381
Claro Advisors
Massachusetts
$837K – – –
DA
1382
DSC Advisors
Illinois
$837K +$425K +1,982 +103%
B
1383
Bailard
California
$835K +$7.08K +33 +0.9%
GA
1384
GraniteShares Advisors
New York
$834K -$43.7K -204 -5%
CWP
1385
Concord Wealth Partners
Virginia
$834K +$19.7K +92 +2%
CPSC
1386
Carl P. Sherr & Co
Massachusetts
$833K -$1.29K -6 -0.2%
LWM
1387
Liberty Wealth Management
California
$832K +$832K +3,879 New
NFG
1388
Nations Financial Group
Iowa
$828K +$82.8K +386 +11%
DWM
1389
Dakota Wealth Management
Florida
$827K +$32.8K +153 +4%
LCM
1390
Liberty Capital Management
Michigan
$826K – – –
VLC
1391
Van Leeuwen & Company
New Jersey
$826K +$826K +3,850 New
B
1392
Brightworth
Georgia
$825K -$21.4K -100 -3%
GBT
1393
Grove Bank & Trust
Florida
$823K +$11.4K +53 +1%
VNA
1394
Valley National Advisers
Pennsylvania
$822K +$27.9K +130 +4%
CBTWT
1395
Community Bank & Trust (Waco, Texas)
Texas
$822K +$55.6K +259 +7%
SB
1396
Sunflower Bank
Texas
$822K +$73.8K +344 +10%
RA
1397
RFG Advisory
Alabama
$818K +$306K +1,427 +60%
LFAS
1398
Level Four Advisory Services
Texas
$814K +$450K +2,097 +123%
FM
1399
Foster & Motley
Ohio
$813K +$460K +2,146 +131%
KC
1400
Kingfisher Capital
North Carolina
$810K +$429 +2 +0.1%
54 55
56
57 58