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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 %
AWM
1451
Absher Wealth Management
North Carolina
$723K +$73.5K +343 +11%
EAM
1452
Erste Asset Management
Austria
$721K +$200K +908 +38%
AFWM
1453
AMJ Financial Wealth Management
Virginia
$720K +$6.01K +28 +0.8%
WEG
1454
World Equity Group
Illinois
$719K +$719K +3,353 New
SAM
1455
Summit Asset Management
Tennessee
$717K – – –
SP
1456
Successful Portfolios
Florida
$715K – – –
SWA
1457
SFMG Wealth Advisors
Texas
$714K -$12.6K -59 -2%
M
1458
Mirova
France
$714K -$643 -3 -0.1%
WP
1459
WealthSource Partners
California
$713K -$120K -560 -14%
CFCI
1460
Comprehensive Financial Consultants Institutional
Indiana
$709K -$13.7K -76 -2%
PSP
1461
Principal Street Partners
Tennessee
$708K +$102K +476 +17%
MWM
1462
Mascoma Wealth Management
New Hampshire
$708K +$594K +2,770 +523%
EW
1463
Evoke Wealth
California
$706K -$44.4K -207 -6%
BC
1464
Burney Company
Virginia
$704K -$45.9K -214 -6%
SFP
1465
Sterling Financial Planning
New Jersey
$703K -$90.1K -420 -11%
SCM
1466
Stevens Capital Management
Pennsylvania
$701K +$701K +3,267 New
PAG
1467
Powers Advisory Group
Illinois
$700K +$3.86K +18 +0.6%
PFBT
1468
Parkside Financial Bank & Trust
Missouri
$700K +$21.4K +100 +3%
RIA
1469
Richwood Investment Advisors
Ohio
$699K +$105K +490 +18%
SW
1470
SteelPeak Wealth
California
$697K +$488K +2,274 +233%
RWI
1471
Red Wave Investments
Pennsylvania
$696K +$204K +950 +41%
SLF
1472
Sun Life Financial
Ontario, Canada
$694K -$75.5K -353 -10%
MPW
1473
MA Private Wealth
California
$692K +$2.57K +12 +0.4%
KPW
1474
Kore Private Wealth
New York
$692K +$27.9K +130 +4%
TAM
1475
Tocqueville Asset Management
New York
$689K -$124K -580 -15%
57 58
59
60 61