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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 %
CFA
1776
CWS Financial Advisors
Michigan
$353K +$37.9K +177 +12%
CAMG
1777
CWA Asset Management Group
Florida
$352K +$62.6K +292 +22%
WP
1778
WMS Partners
Maryland
$350K +$350K +1,632 New
MW
1779
MBL Wealth
North Carolina
$349K +$349K +1,628 New
WE
1780
Wealth Effects
Massachusetts
$348K +$28.5K +133 +9%
APG
1781
Abacus Planning Group
South Carolina
$348K +$31.1K +145 +10%
CFG
1782
Carter Financial Group
Illinois
$347K +$347K +1,617 New
HA
1783
Herold Advisors
New York
$346K +$346K +1,614 New
PTP
1784
Platform Technology Partners
New York
$344K -$7.73K -36 -2%
KA
1785
Kercheville Advisors
Texas
$343K – – –
MIC
1786
Means Investment Company
Maine
$343K +$643 +3 +0.2%
TWA
1787
TCI Wealth Advisors
Arizona
$343K +$41.6K +194 +14%
LA
1788
LexAurum Advisors
Kansas
$341K -$10.5K -49 -3%
SRC
1789
Sage Rhino Capital
California
$341K +$7.28K +34 +2%
VAM
1790
Verity Asset Management
North Carolina
$340K -$13.1K -61 -4%
BCM
1791
Becker Capital Management
Oregon
$340K +$1.72K +8 +0.5%
ZF
1792
Zhang Financial
Michigan
$340K +$99.9K +465 +42%
GCM
1793
Gladius Capital Management
Illinois
$340K +$315K +1,470 +1,278%
OBWG
1794
Onyx Bridge Wealth Group
New York
$339K +$39.9K +214 +13%
CHA
1795
Carmichael Hill & Associates
Maryland
$339K +$107K +501 +46%
GI
1796
GAMCO Investors
Connecticut
$338K -$112K -523 -25%
LJHT
1797
Laurie J. Hall Trustee
$337K – – –
PWC
1798
PYA Waltman Capital
Tennessee
$337K – – –
IF
1799
Intrua Financial
Texas
$336K +$83K +387 +33%
FMP
1800
Financial Management Professionals
Texas
$336K +$201K +939 +150%
70 71
72
73 74