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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 %
SFG
1701
Sather Financial Group
Texas
$424K +$77.1K +360 +22%
LIM
1702
Leavell Investment Management
Alabama
$423K +$22.3K +104 +6%
CP
1703
Castleview Partners
Texas
$422K -$70.6M -329,827 -99%
DDC
1704
DF Dent & Co
Maryland
$422K -$53.6K -250 -11%
BO
1705
BRR OpCo
Ohio
$422K +$65.5K +305 +18%
PP
1706
PFS Partners
New Jersey
$421K – – –
IAS
1707
Investment Advisory Services
Texas
$420K +$2.36K +11 +0.6%
BFA
1708
Benedict Financial Advisors
Georgia
$420K +$2.36K +11 +0.6%
AGA
1709
Accuvest Global Advisors
Utah
$418K +$418K +1,950 New
BCA
1710
Bray Capital Advisors
Florida
$416K +$1.29K +6 +0.3%
PIA
1711
Perennial Investment Advisors
California
$414K -$158K -737 -28%
IP
1712
Investment Partners
Ohio
$414K +$1.5K +7 +0.4%
HA
1713
Harfst & Associates
Wyoming
$413K +$1.5K +7 +0.4%
SHA
1714
Seneca House Advisors
Virginia
$413K +$16.1K +75 +4%
MPCG
1715
Matrix Private Capital Group
New York
$412K -$58.7K -274 -12%
MCWA
1716
Meadow Creek Wealth Advisors
Georgia
$412K – – –
NWMG
1717
National Wealth Management Group
Ohio
$411K – – –
SWM
1718
Sugarloaf Wealth Management
Georgia
$409K +$643 +3 +0.2%
T
1719
TCWP
Ohio
$408K +$19.3K +90 +5%
CA
1720
CoreCap Advisors
Michigan
$407K +$77.9K +363 +24%
PWP
1721
Perfromance Wealth Partners
Illinois
$406K – – –
TF
1722
TimeScale Financial
Massachusetts
$406K +$2.79K +13 +0.7%
WCF
1723
West Coast Financial
California
$405K -$26.6K -124 -6%
ST
1724
Smithfield Trust
Pennsylvania
$405K +$5.49K +26 +1%
TCBWMS
1725
Texas Capital Bank Wealth Management Services
Texas
$405K +$7.94K +37 +2%
67 68
69
70 71