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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 %
WFI
1676
West Family Investments
California
$442K +$21.2K +99 +5%
HWM
1677
HFR Wealth Management
New York
$441K -$20.6K -96 -4%
WSC
1678
Wellington Shields & Co
New York
$441K +$32.2K +150 +8%
CPIA
1679
Cornell Pochily Investment Advisors
New York
$440K +$858 +4 +0.2%
EFSCE
1680
Enterprise Financial Services Corp (EFSC)
Missouri
$438K -$28.5K -133 -6%
BMC
1681
Beaton Management Company
Massachusetts
$438K -$7.5K -35 -2%
SICM
1682
Sustainable Insight Capital Management
New York
$438K +$4.5K +21 +1%
ACM
1683
AUA Capital Management
Pennsylvania
$438K +$45.1K +210 +11%
ME
1684
McIlrath & Eck
Washington
$437K -$1.93K -9 -0.4%
FCA
1685
FinTrust Capital Advisors
South Carolina
$436K +$36.6K +171 +9%
TPWA
1686
TRUE Private Wealth Advisors
Oregon
$435K -$2.39K -13 -0.5%
GFP
1687
Gryphon Financial Partners
Ohio
$435K -$2.36K -11 -0.5%
LCM
1688
LVM Capital Management
Michigan
$435K – – –
NFSG
1689
Newbridge Financial Services Group
Florida
$435K +$22.5K +105 +5%
LNWTC
1690
Laird Norton Wetherby Trust Company
Washington
$434K -$1.07K -5 -0.2%
NEWAS
1691
N.E.W. Advisory Services
Wisconsin
$433K -$15.3K -90 -3%
SJIM
1692
St. Johns Investment Management
Florida
$432K +$382K +1,782 +762%
BBA
1693
Braun-Bostich & Associates
Pennsylvania
$431K -$748K -3,490 -63%
SFO
1694
Stokes Family Office
Louisiana
$430K +$36.9K +172 +9%
BBA
1695
BLB&B Advisors
Pennsylvania
$429K -$30K -140 -7%
FI
1696
FIDELIS iM
Oregon
$429K – – –
RP
1697
Rice Partnership
Hawaii
$429K – – –
ER
1698
Enlightenment Research
Florida
$429K +$429K +2,000 New
VCP
1699
Vista Capital Partners
Oregon
$426K – – –
VCP
1700
Verus Capital Partners
Arizona
$425K +$425K +2,329 New
66 67
68
69 70