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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 %
WMA
1826
West Michigan Advisors
Michigan
$314K +$109K +506 +53%
HIC
1827
Harvey Investment Company
Kentucky
$313K – – –
PWP
1828
Pursue Wealth Partners
California
$312K – – –
USGIU
1829
U.S. Global Investors (USGI)
Texas
$311K +$311K +1,451 New
OAM
1830
Oak Asset Management
California
$309K – – –
CWMGP
1831
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$309K +$859 +4 +0.3%
IA
1832
Insight Advisors
Pennsylvania
$308K -$4.29K -20 -1%
SF
1833
Symphony Financial
Texas
$308K +$84.4K +438 +38%
AFAS
1834
Acorn Financial Advisory Services
Virginia
$306K +$10.9K +51 +4%
WA
1835
WBH Advisory
Maryland
$306K +$38.1K +200 +14%
EFM
1836
E Fund Management
China
$305K -$39.4K -184 -11%
AIA
1837
Affinity Investment Advisors
California
$305K +$35.3K +165 +13%
FAG
1838
Fortitude Advisory Group
Washington
$304K +$92.2K +431 +44%
SFG
1839
Summit Financial Group
West Virginia
$301K – – –
ECM
1840
Elgethun Capital Management
South Dakota
$296K -$44.8K -209 -13%
WR
1841
WD Rutherford
Oregon
$296K +$16.1K +75 +6%
CYG
1842
Clean Yield Group
Vermont
$294K +$3.86K +18 +1%
IAP
1843
Indie Asset Partners
Indiana
$294K +$12K +56 +4%
PCG
1844
Private Capital Group
Connecticut
$294K +$32.4K +151 +12%
DAM
1845
Derbend Asset Management
Georgia
$292K – – –
LIA
1846
LBMC Investment Advisors
Tennessee
$292K +$1.93K +9 +0.7%
EM
1847
ELCO Management
New York
$291K +$43K +200 +17%
GWA
1848
GGM Wealth Advisors
Maryland
$291K +$291K +1,527 New
ROTUOC
1849
Regents of the University of California
California
$290K – – –
OPCM
1850
Osborne Partners Capital Management
California
$290K +$22.1K +103 +8%
72 73
74
75 76