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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 %
BO
1601
Bank OZK
Arkansas
$520K +$14.4K +67 +3%
FPAS
1602
Focus Partners Advisor Solutions
Missouri
$520K +$520K +2,418 New
RCIM
1603
Red Cedar Investment Management
Michigan
$520K +$520K +2,427 New
VF
1604
Virtu Financial
New York
$519K +$519K +2,420 New
NAS
1605
Nicolet Advisory Services
Wisconsin
$517K +$248K +1,300 +92%
FSA
1606
Fort Sheridan Advisors
Illinois
$515K -$12.9K -60 -2%
GBA
1607
Garrison Bradford & Associates
New York
$515K – – –
MW
1608
Marks Wealth
Maryland
$515K – – –
TWM
1609
Tradition Wealth Management
Minnesota
$515K +$29.6K +138 +6%
FWTB
1610
First Western Trust Bank
Colorado
$515K +$515K +2,340 New
GL
1611
Graypoint LLC
New York
$514K +$197K +920 +62%
BBNB
1612
Baker Boyer National Bank
Washington
$512K -$5.37K -25 -1%
CCM
1613
Crossvault Capital Management
Texas
$509K -$21.5K -100 -4%
GHA
1614
GW Henssler & Associates
Georgia
$504K -$140K -650 -22%
WWM
1615
Windsor Wealth Management
Indiana
$504K +$2.29K +12 +0.5%
TWP
1616
Tower Wealth Partners
Pennsylvania
$503K +$153K +714 +44%
SAM
1617
SignalPoint Asset Management
Missouri
$501K -$24.7K -115 -5%
RB
1618
Renasant Bank
Mississippi
$501K +$65K +303 +15%
SAM
1619
Strategy Asset Managers
California
$501K +$501K +2,338 New
TNBTD
1620
Trustmark National Bank Trust Department
Mississippi
$499K +$499K +2,324 New
AWM
1621
Accurate Wealth Management
Florida
$498K +$26.2K +122 +6%
NCM
1622
NCM Capital Management
New Jersey
$497K +$5.36K +25 +1%
ATC
1623
Adirondack Trust Company
New York
$496K +$56K +261 +13%
CWM
1624
Cabot Wealth Management
Massachusetts
$494K -$47.6K -222 -9%
SWM
1625
Silverlake Wealth Management
Vermont
$494K -$48.9K -228 -9%
63 64
65
66 67