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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 %
Credit Agricole
1476
Credit Agricole
France
$689K +$478K +2,227 +226%
AA
1477
AlphaMark Advisors
Kentucky
$688K +$656K +3,060 +2,040%
SCM
1478
Southport Capital Management
Tennessee
$686K -$207K -964 -23%
BDWM
1479
Brewin Dolphin Wealth Management
Ireland
$684K – – –
PP
1480
Paloma Partners
Connecticut
$682K -$351K -1,634 -34%
MWM
1481
Minot Wealth Management
Massachusetts
$681K +$18.9K +88 +3%
FG
1482
Fiduciary Group
Georgia
$681K +$25.5K +144 +4%
CFFP
1483
Center for Financial Planning
Michigan
$678K -$30.2K -141 -4%
EGA
1484
E&G Advisors
Texas
$678K – – –
CAL
1485
Capital Analysts LLC
Pennsylvania
$677K -$48.2K -225 -7%
SWM
1486
Selective Wealth Management
Virginia
$674K +$24K +112 +4%
CA
1487
Cornerstone Advisory
Maryland
$672K +$6.86K +32 +1%
SIG
1488
Sargent Investment Group
Maryland
$671K +$19.7K +92 +3%
BWA
1489
Blodgett Wealth Advisors
California
$668K +$429 +2 +0.1%
VCM
1490
Vigilant Capital Management
Maine
$666K – – –
FMTC
1491
Farmers & Merchants Trust Company
California
$665K -$60.8K -283 -8%
OWA
1492
Octavia Wealth Advisors
Ohio
$663K +$25.5K +119 +4%
FAM
1493
Formidable Asset Management
Ohio
$662K +$21K +98 +3%
AFP
1494
Ausdal Financial Partners
Iowa
$660K +$6.86K +32 +1%
HCM
1495
Hudson Capital Management
New Jersey
$657K -$217K -1,012 -25%
MCCP
1496
Mission Creek Capital Partners
California
$657K -$15K -70 -2%
BFA
1497
Beaumont Financial Advisors
Massachusetts
$657K +$198K +924 +43%
BIP
1498
Blueprint Investment Partners
North Carolina
$656K +$90.9K +424 +16%
XT
1499
XTX Topco
Cayman Islands
$655K +$655K +3,054 New
AIC
1500
Archer Investment Corporation
Indiana
$654K – – –
58 59
60
61 62