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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 %
APWM
1551
Atlas Private Wealth Management
New York
$586K +$54.9K +256 +10%
WPC
1552
Wedmont Private Capital
Pennsylvania
$586K +$182K +889 +45%
MMHP
1553
Murphy Middleton Hinkle & Parker
Georgia
$579K -$10.7K -50 -2%
KTC
1554
Kistler-Tiffany Companies
Pennsylvania
$579K -$7.51K -35 -1%
B
1555
Barings
North Carolina
$578K -$425K -1,983 -42%
RCM
1556
RB Capital Management
Nevada
$577K +$17.4K +81 +3%
WSTAM
1557
Wilbanks Smith & Thomas Asset Management
Virginia
$575K +$1.25K +7 +0.2%
FCBT
1558
First Citizens Bank & Trust
North Carolina
$575K +$21.9K +102 +4%
AWA
1559
Arete Wealth Advisors
Illinois
$574K -$20.8K -97 -3%
MFC
1560
Mechanics Financial Corp
Ohio
$574K – – –
GHAM
1561
Gilman Hill Asset Management
Connecticut
$574K +$7.51K +35 +1%
TCPWM
1562
Traverso Chambers Private Wealth Management
California
$569K +$214 +1 +0%
SAM
1563
Secure Asset Management
Michigan
$567K -$193K -898 -25%
RWA
1564
Redhawk Wealth Advisors
Minnesota
$565K -$20.2K -94 -3%
TWM
1565
Titus Wealth Management
California
$564K -$30.5K -142 -5%
AAM
1566
Austin Asset Management
Texas
$561K -$6.01K -28 -1%
TFS
1567
Thoroughbred Financial Services
Tennessee
$560K +$126K +590 +29%
WAG
1568
Winthrop Advisory Group
Massachusetts
$559K +$70.4K +328 +14%
PC
1569
Peavine Capital
Nevada
$558K – – –
SRC
1570
Shufro Rose & Co
New York
$558K +$11.2K +52 +2%
GWSG
1571
GPS Wealth Strategies Group
Colorado
$558K +$82.7K +386 +17%
BONST
1572
Bank of Nova Scotia Trust
Ontario, Canada
$556K -$12.4K -58 -2%
LNB
1573
Ledyard National Bank
$556K +$59K +275 +12%
MMA
1574
Miracle Mile Advisors
California
$550K -$9.96M -46,484 -95%
DFA
1575
Delta Financial Advisors
Louisiana
$550K +$1.07K +5 +0.2%
61 62
63
64 65