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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 %
CT
1626
Cambridge Trust
Massachusetts
$493K -$9.21K -43 -2%
SWA
1627
Sutton Wealth Advisors
Florida
$491K +$3.43K +16 +0.7%
ALAM
1628
Asahi Life Asset Management
Japan
$491K -$274K -1,280 -36%
BA
1629
Bluesphere Advisors
Pennsylvania
$491K -$45K -210 -8%
AWA
1630
Aaron Wealth Advisors
Illinois
$491K +$491K +105,299 New
RCA
1631
Reitz Capital Advisors
Michigan
$487K +$1.29K +6 +0.3%
UAML
1632
US Asset Management LLC
Pennsylvania
$486K – – –
SOS
1633
Silver Oak Securities
Tennessee
$485K +$485K +2,538 New
3F
1634
360 Financial
Minnesota
$484K – – –
MAM
1635
Mystic Asset Management
Rhode Island
$483K – – –
SOAMC
1636
Spirit of America Management Corp
New York
$483K +$42.9K +200 +10%
MCM
1637
McRae Capital Management
New Jersey
$482K +$21.5K +100 +5%
TWM
1638
Thrive Wealth Management
Pennsylvania
$481K +$1.07K +5 +0.2%
CIC
1639
Cutler Investment Counsel
Oregon
$481K +$481K +2,244 New
GTAM
1640
Global Trust Asset Management
Florida
$480K -$236K -1,100 -33%
LCM
1641
Leisure Capital Management
California
$480K +$7.08K +33 +1%
E
1642
ETFidea
New York
$479K – – –
AWC
1643
Adamsbrown Wealth Consultants
Kansas
$479K +$479K +2,232 New
1WA
1644
180 Wealth Advisors
Washington
$478K -$2.67K -14 -0.6%
CAM
1645
Cozad Asset Management
Illinois
$475K +$236K +1,100 +98%
GDP
1646
Great Diamond Partners
Maine
$474K +$15K +70 +3%
SCM
1647
SKBA Capital Management
California
$472K +$10.7K +50 +2%
MC
1648
Machina Capital
France
$472K +$472K +2,200 New
TT
1649
TI-Trust
Illinois
$472K +$472K +2,201 New
STA
1650
Summit Trail Advisors
New York
$468K +$160K +746 +52%
64 65
66
67 68