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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 %
ZCA
1401
Zeke Capital Advisors
Pennsylvania
$808K +$808K +3,768 New
CTB
1402
Country Trust Bank
Illinois
$806K -$179K -835 -18%
DAM
1403
Diamant Asset Management
Connecticut
$804K -$48.2K -225 -6%
MWA
1404
Meridian Wealth Advisors
Texas
$803K +$174K +809 +28%
HWA
1405
Heritage Wealth Advisors
Virginia
$802K -$1.72K -8 -0.2%
KMWM
1406
Keudell/Morrison Wealth Management
Oregon
$798K -$2.57K -12 -0.3%
OWP
1407
Obermeyer Wealth Partners
Colorado
$797K +$104K +487 +15%
PG
1408
Patten Group
Tennessee
$791K +$214 +1 +0%
AA
1409
Ancora Advisors
Ohio
$789K -$270K -1,258 -25%
CFGS
1410
Concourse Financial Group Securities
Alabama
$787K -$360K -1,681 -31%
TNB
1411
Thomasville National Bank
Georgia
$779K -$91.6K -427 -11%
NAG
1412
Northstar Advisory Group
New Jersey
$779K +$16.7K +78 +2%
DF
1413
Donoghue Forlines
Massachusetts
$779K +$779K +3,632 New
FIA
1414
Foundations Investment Advisors
Arizona
$778K +$88.7K +472 +13%
PK
1415
Pflug Koory
Nebraska
$777K – – –
LP
1416
LMR Partners
United Kingdom
$776K +$776K +3,618 New
FCMT
1417
Founders Capital Management (Texas)
Texas
$774K – – –
CA
1418
Corrado Advisors
New Jersey
$771K -$10.7K -50 -1%
ACM
1419
Aljian Capital Management
Nevada
$771K +$304K +1,405 +65%
CNFG
1420
Creegan & Nassoura Financial Group
New Hampshire
$770K -$26.6K -124 -3%
FCM
1421
Fourpath Capital Management
Oklahoma
$768K -$32.2K -150 -4%
ML
1422
McAdam LLC
Pennsylvania
$768K +$6.65K +31 +0.9%
FF
1423
FourThought Financial
Florida
$763K -$3.43K -16 -0.4%
DWM
1424
Defined Wealth Management
Oregon
$763K – – –
VCM
1425
Versant Capital Management
Arizona
$763K +$258K +1,204 +51%
55 56
57
58 59