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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 %
AA
1651
Aire Advisors
California
$467K +$31.5K +147 +7%
CWA
1652
Choice Wealth Advisors
Maine
$465K -$95.7K -492 -17%
WAAG
1653
Wealth Alliance Advisory Group
Kansas
$465K -$23.4K -109 -5%
AMG
1654
Advisors Management Group
Wisconsin
$465K +$429 +2 +0.1%
ST
1655
Somerset Trust
Pennsylvania
$465K +$23.2K +108 +5%
Q
1656
QVR
California
$464K +$464K +2,164 New
NA
1657
Navellier & Associates
Nevada
$463K +$20.6K +96 +5%
QCIG
1658
Quad-Cities Investment Group
Iowa
$462K +$643 +3 +0.1%
MWPCG
1659
Measured Wealth Private Client Group
New Hampshire
$461K +$39.2K +183 +9%
RMDI
1660
R.M. Davis Inc
Maine
$460K +$149K +695 +48%
T
1661
TNF
Montana
$459K -$3.37K -18 -0.7%
NICM
1662
Neo Ivy Capital Management
New York
$458K +$132K +615 +40%
BWM
1663
Baystate Wealth Management
Massachusetts
$457K +$429 +2 +0.1%
VHAM
1664
Van Hulzen Asset Management
California
$457K +$8.78K +41 +2%
CCA
1665
Cobblestone Capital Advisors
New York
$456K -$64.4K -300 -12%
ACG
1666
Allen Capital Group
Nebraska
$456K – – –
CFA
1667
Cahill Financial Advisors
Minnesota
$456K +$456K +2,123 New
Jones Financial Companies
1668
Jones Financial Companies
Missouri
$454K +$18.9K +88 +4%
AB
1669
Atlas Brown
Kentucky
$451K +$429 +2 +0.1%
RTS
1670
Round Table Services
New Jersey
$450K +$21.4K +100 +5%
GCL
1671
Gouws Capital LLC
North Carolina
$448K +$22.5K +105 +5%
VIM
1672
Vista Investment Management
Pennsylvania
$447K +$17.8K +83 +4%
CGA
1673
Crescent Grove Advisors
Illinois
$446K +$37.1K +173 +9%
WB
1674
West Bancorporation
Iowa
$443K +$402K +1,876 +993%
UF
1675
Univest Financial
Pennsylvania
$442K -$7.5K -35 -2%
65 66
67
68 69