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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 %
PAM
1501
Premier Asset Management
Illinois
$654K -$1.47M -6,839 -69%
MIG
1502
McGuire Investment Group
Rhode Island
$650K +$858 +4 +0.1%
LSPW
1503
Lake Street Private Wealth
Illinois
$650K +$74K +345 +13%
ACM
1504
Advisors Capital Management
New Jersey
$649K +$29.6K +138 +5%
PCP
1505
Proficio Capital Partners
Massachusetts
$647K +$139K +649 +27%
HCA
1506
Harbour Capital Advisors
Virginia
$645K – – –
MJRIC
1507
Mogy Joel R Investment Counsel
California
$643K -$214 -1 -0%
LFM
1508
Lumina Fund Management
New York
$643K – – –
MCM
1509
Magnolia Capital Management
New York
$643K – – –
JWM
1510
Jeppson Wealth Management
California
$642K -$19.5K -91 -3%
HPWM
1511
Highland Private Wealth Management
Washington
$640K +$46.6K +217 +8%
S
1512
Schroders
United Kingdom
$640K +$640K +2,980 New
LFA
1513
Landmark Financial Advisors
Kentucky
$639K +$4.75K +25 +0.7%
SLWA
1514
San Luis Wealth Advisors
California
$635K +$635K +2,962 New
KWM
1515
Kolinsky Wealth Management
New Jersey
$629K +$7.94K +37 +1%
ITIM
1516
Indiana Trust & Investment Management
Indiana
$628K – – –
NIM
1517
NuWave Investment Management
New Jersey
$626K +$626K +2,917 New
CF
1518
Corrigan Financial
Rhode Island
$626K – – –
ACA
1519
Aptus Capital Advisors
Alabama
$625K +$303K +1,414 +94%
KOCAA
1520
Knights of Columbus Asset Advisors
Connecticut
$624K +$19.1K +89 +3%
WC
1521
Westhampton Capital
North Carolina
$622K +$11.8K +55 +2%
WP
1522
WealthShield Partners
North Carolina
$622K +$76.3K +356 +14%
CCM
1523
Cribstone Capital Management
Maine
$620K +$17.6K +82 +3%
AC
1524
ASB Consultores
Florida
$620K +$56.6K +264 +10%
MHS
1525
M Holdings Securities
Oregon
$620K +$620K +2,889 New
59 60
61
62 63