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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 %
DLA
1426
Douglas Lane & Associates
New York
$759K +$6.86K +32 +0.9%
KJHP
1427
K.J. Harrison & Partners
Ontario, Canada
$756K +$756K +3,525 New
FMB
1428
Field & Main Bank
Kentucky
$751K +$116K +540 +18%
HCM
1429
Hengehold Capital Management
Ohio
$751K +$751K +3,503 New
NF
1430
NTB Financial
Colorado
$750K – – –
IA
1431
IFG Advisors
Missouri
$750K +$1.93K +9 +0.3%
GWM
1432
Greenwich Wealth Management
Connecticut
$750K +$7.72K +36 +1%
SCI
1433
Stableford Capital II
Arizona
$749K -$62K -322 -8%
FLI
1434
Family Legacy Inc
South Carolina
$747K -$7.08K -33 -0.9%
CCA
1435
Childress Capital Advisors
Texas
$747K +$125K +582 +20%
AIM
1436
Acropolis Investment Management
Missouri
$747K +$199K +926 +36%
FMLI
1437
Fukoku Mutual Life Insurance
Japan
$746K – – –
WTB
1438
Washington Trust Bank
Washington
$746K +$327K +1,527 +78%
MAG
1439
MRA Advisory Group
New Jersey
$745K -$37.3K -174 -5%
BEAM
1440
Baker Ellis Asset Management
Washington
$742K – – –
RBC
1441
Roble Belko & Company
Pennsylvania
$739K +$2.79K +13 +0.4%
B
1442
Bellecapital
Switzerland
$738K +$738K +3,443 New
EWA
1443
ERTS Wealth Advisors
Michigan
$735K -$27K -126 -4%
SFA
1444
Souders Financial Advisors
Ohio
$734K +$734K +3,422 New
WMS
1445
Wealth Management Solutions
Pennsylvania
$728K -$83.2K -388 -10%
DC
1446
DeDora Capital
California
$727K +$727K +3,391 New
SXL
1447
Summit X LLC
Missouri
$726K +$15.6K +73 +2%
RCWM
1448
Royal Capital Wealth Management
Indiana
$725K -$214 -1 -0%
MF
1449
Montis Financial
Massachusetts
$723K +$214 +1 +0%
HFM
1450
Harvest Fund Management
China
$723K +$57K +266 +9%
56 57
58
59 60