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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 %
HBW
1751
Hazlett, Burt & Watson
West Virginia
$385K +$385K +1,796 New
VC
1752
Vicus Capital
Pennsylvania
$382K -$39.3K -183 -9%
QPWM
1753
Quadrant Private Wealth Management
Pennsylvania
$382K -$15.6K -73 -4%
CFD
1754
Creative Financial Designs
Indiana
$382K -$4.08K -19 -1%
WSCM
1755
Wellington Shields Capital Management
New York
$381K +$214 +1 +0.1%
RWP
1756
Ridgecrest Wealth Partners
California
$378K – – –
RE
1757
RBC Europe
United Kingdom
$374K – – –
CAC
1758
Certified Advisory Corp
Florida
$373K +$429 +2 +0.1%
GSEP
1759
Golden State Equity Partners
California
$371K +$70K +326 +23%
KPCM
1760
Kings Point Capital Management
New York
$368K -$48.3K -225 -12%
PFA
1761
Pinnacle Family Advisors
Missouri
$368K +$1.5K +7 +0.4%
CRI
1762
Colonial River Investments
Virginia
$367K -$111K -518 -23%
SNBOSD
1763
Security National Bank of So Dak
Iowa
$366K -$8.57K -40 -2%
VWM
1764
Vigilare Wealth Management
Arizona
$365K +$428 +2 +0.1%
IAIM
1765
Industrial Alliance Investment Management
Quebec, Canada
$365K +$365K +1,701 New
MKC
1766
M. Kraus & Co
Vermont
$362K +$2.57K +12 +0.7%
EL
1767
Essex LLC
Illinois
$359K -$10.5K -49 -3%
WMA
1768
Wealth Management Associates
New Jersey
$358K +$644 +3 +0.2%
WA
1769
WESPAC Advisors
California
$358K -$74.5K -347 -17%
RCA
1770
Resonant Capital Advisors
Wisconsin
$358K +$150K +726 +72%
AC
1771
Avestar Capital
New York
$357K +$12.7K +59 +4%
PRC
1772
Pearl River Capital
Michigan
$356K -$112K -521 -24%
PL
1773
Pluribus Labs
California
$355K -$6.01K -28 -2%
NC
1774
NovaPoint Capital
Georgia
$354K -$6.01K -28 -2%
WWA
1775
WC Walker & Associates
California
$353K +$189 +1 +0.1%
69 70
71
72 73