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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 %
WCG
1526
Weaver Consulting Group
California
$618K – – –
AWAP
1527
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$617K +$19.3K +90 +3%
EA
1528
Eudaimonia Advisors
Tennessee
$616K -$6.86K -32 -1%
RGC
1529
Roberts, Glore & Co
Illinois
$614K -$49.9K -233 -8%
FIBT
1530
First International Bank & Trust
North Dakota
$614K +$1.07K +5 +0.2%
KWMG
1531
King Wealth Management Group
Florida
$613K -$69.3K -323 -10%
RFN
1532
RDA Financial Network
Iowa
$613K +$14.6K +68 +2%
PFGIA
1533
Patriot Financial Group Insurance Agency
Massachusetts
$612K -$21.5K -100 -3%
DTC
1534
Davidson Trust Company
Washington
$612K +$3.86K +18 +0.6%
GWM
1535
Gray Wealth Management
Maine
$611K -$4.5K -21 -0.7%
NB
1536
Nicolet Bankshares
Wisconsin
$610K +$80.9K +377 +15%
CPIG
1537
Chicago Partners Investment Group
Illinois
$603K +$91.1K +529 +18%
SHFA
1538
SC&H Financial Advisors
Maryland
$600K +$21.4K +100 +4%
AWM
1539
Accel Wealth Management
Iowa
$598K +$4.34K +21 +0.7%
VW
1540
Vance Wealth
California
$596K -$20.4K -95 -3%
NLP
1541
Next Level Private
New York
$596K – – –
WAM
1542
Weatherly Asset Management
California
$595K -$5.36K -25 -0.9%
DA
1543
Detalus Advisors
Missouri
$592K -$21.4K -100 -3%
OCG
1544
Opus Capital Group
Ohio
$592K +$134K +625 +29%
RPWA
1545
Regent Peak Wealth Advisors
Georgia
$590K +$47.4K +221 +9%
EVC
1546
Eidelman Virant Capital
Missouri
$589K -$295K -1,375 -33%
SVWAG
1547
Sound View Wealth Advisors Group
Georgia
$589K +$858 +4 +0.1%
ED
1548
Exane Derivatives
France
$587K +$587K +2,739 New
MFW
1549
Meristem Family Wealth
Minnesota
$586K -$62.6K -292 -10%
MFG
1550
MidWestOne Financial Group
Iowa
$586K – – –
60 61
62
63 64