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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 %
AL
1801
Aspiriant LLC
California
$335K -$9.41K -44 -3%
JSW
1802
Journey Strategic Wealth
New Jersey
$335K +$59.8K +279 +22%
DCM
1803
Deuterium Capital Management
Florida
$333K -$278K -1,297 -45%
BOPW
1804
Brandywine Oak Private Wealth
Pennsylvania
$332K +$7.07K +33 +2%
PWMG
1805
Prestige Wealth Management Group
New Jersey
$332K +$25.4K +118 +8%
BCM
1806
Boltwood Capital Management
California
$331K -$3.21K -15 -1%
IC
1807
Inscription Capital
Texas
$331K +$7.5K +35 +2%
QC
1808
Quent Capital
New York
$330K -$134K -626 -29%
HFP
1809
Holistic Financial Partners
Indiana
$327K +$20.2K +94 +7%
CA
1810
Continuum Advisory
Idaho
$326K +$131K +726 +67%
CFC
1811
Coyle Financial Counsel
Illinois
$325K -$63.4K -296 -16%
TIA
1812
Tiemann Investment Advisors
California
$325K +$10.7K +50 +3%
COF
1813
Capital One Financial
Virginia
$322K -$283K -1,321 -47%
SF
1814
SBK Financial
Virginia
$322K – – –
RC
1815
RBO & Co
California
$322K – – –
EC
1816
Enhancing Capital
Pennsylvania
$320K – – –
CIC
1817
Chase Investment Counsel
Virginia
$319K -$15.4K -72 -5%
CFA
1818
Compass Financial Advisors
Indiana
$318K +$36.3K +169 +13%
RPCONE
1819
Retirement Planning Company of New England
Rhode Island
$317K -$2.15K -10 -0.7%
FA
1820
Faithward Advisors
Pennsylvania
$317K +$643 +3 +0.2%
JAG
1821
Journey Advisory Group
Kentucky
$317K +$20.4K +95 +7%
ACM
1822
AlphaStar Capital Management
North Carolina
$316K +$4.72K +22 +2%
MA
1823
MAS Advisors
Florida
$315K – – –
CCM
1824
Compton Capital Management
Rhode Island
$315K – – –
BCP
1825
Berkeley Capital Partners
Georgia
$314K +$5.79K +27 +2%
71 72
73
74 75