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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 %
KCM
1576
KRS Capital Management
Michigan
$550K +$79.9K +373 +17%
CFS
1577
Cannon Financial Strategists
Georgia
$549K – – –
CBN
1578
Cadence Bank NA
Texas
$547K +$9K +42 +2%
BFM
1579
Boothbay Fund Management
New York
$547K +$547K +2,550 New
Cohen & Steers
1580
Cohen & Steers
New York
$546K -$6.65K -31 -1%
AFM
1581
Andesa Financial Management
Pennsylvania
$545K +$10.7K +50 +2%
ICM
1582
IMS Capital Management
Oregon
$544K -$21K -98 -4%
FHA
1583
Flagship Harbor Advisors
Massachusetts
$544K -$19.7K -92 -4%
TF
1584
Trek Financial
Arizona
$544K +$7.3K +34 +1%
BI
1585
Blooom Inc
Kansas
$543K +$9.32K +42 +2%
CWM
1586
Cahaba Wealth Management
Georgia
$543K +$75.6K +421 +16%
RCA
1587
Ranch Capital Advisors
Florida
$542K +$429 +2 +0.1%
AAP
1588
Arax Advisory Partners
Colorado
$542K +$22.3K +104 +4%
CBT
1589
CoreFirst Bank & Trust
Kansas
$541K -$21.5K -100 -4%
FCCM
1590
First City Capital Management
Georgia
$539K +$33.2K +155 +7%
PCS
1591
Personal CFO Solutions
New Jersey
$538K +$25.1K +117 +5%
RIG
1592
Roosevelt Investment Group
New York
$537K – – –
ORC
1593
O'Rourke & Company
Massachusetts
$537K +$136K +632 +34%
EDRH
1594
Edmond de Rothschild Holding
Switzerland
$536K +$25.8K +120 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
1595
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$536K +$536K +2,500 New
SIP
1596
Stoneridge Investment Partners
Pennsylvania
$533K -$486K -2,265 -48%
SCA
1597
Stuart Chaussee & Associates
California
$533K -$10.1K -47 -2%
FCMC
1598
Founders Capital Management (Connecticut)
Connecticut
$531K – – –
NAM
1599
NTV Asset Management
West Virginia
$530K +$3.43K +16 +0.7%
WANY
1600
Wealthspire Advisors (New York)
New York
$523K -$888K -4,138 -63%
62 63
64
65 66