UPS icon

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 %
CAG
1726
Crestwood Advisors Group
Massachusetts
$404K -$27K -126 -6%
S
1727
SimplyRich
California
$403K -$2.14K -10 -0.5%
SCA
1728
STALEY CAPITAL ADVISERS
Pennsylvania
$403K – – –
MHIC
1729
Marble Harbor Investment Counsel
Massachusetts
$403K +$107K +500 +36%
RGF
1730
Retirement Guys Formula
Ohio
$402K -$145K -674 -26%
TGAM
1731
TBH Global Asset Management
Tennessee
$401K – – –
BFG
1732
Barber Financial Group
Kansas
$401K +$2.36K +11 +0.6%
DIA
1733
Dana Investment Advisors
Wisconsin
$401K +$18.4K +86 +5%
TCB
1734
Texas Capital Bancshares
Texas
$400K -$185K -861 -32%
GG
1735
Greenwood Gearhart
Arkansas
$400K -$11.2K -52 -3%
CIA
1736
Caerus Investment Advisors
Texas
$400K +$37K +204 +10%
DBIA
1737
Dumont & Blake Investment Advisors
New Jersey
$399K -$11.1K -52 -3%
UC
1738
Unio Capital
New Jersey
$399K – – –
AWP
1739
Abacus Wealth Partners
California
$398K +$858 +4 +0.2%
JIC
1740
Joel Isaacson & Co
New York
$397K -$2.06K -11 -0.5%
ACA
1741
Aspire Capital Advisors
Washington
$395K +$395K +1,840 New
PRWA
1742
Platte River Wealth Advisors
Colorado
$394K – – –
APA
1743
Astoria Portfolio Advisors
New York
$394K +$394K +1,837 New
TCOK
1744
Trust Company of Kansas
Kansas
$391K -$2.14K -10 -0.5%
SPWM
1745
Schrum Private Wealth Management
Florida
$391K +$756 +4 +0.2%
LB
1746
Legacy Bridge
Iowa
$390K – – –
BA
1747
Bridgewater Associates
Connecticut
$390K +$390K +1,817 New
SW
1748
Simplicity Wealth
New Jersey
$388K +$388K +1,808 New
CIA
1749
Cladis Investment Advisory
Montana
$385K – – –
BFA
1750
Bill Few Associates
Pennsylvania
$385K – – –
68 69
70
71 72