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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 %
WP
1851
WealthPLAN Partners
Nebraska
$290K +$47.2K +263 +19%
WIM
1852
WealthPlan Investment Management
Nebraska
$290K +$290K +1,616 New
CA
1853
Calton & Associates
Florida
$289K -$43.6K -203 -13%
WA
1854
Waverly Advisors
Alabama
$288K -$1.5K -7 -0.5%
FPB
1855
First PREMIER Bank
South Dakota
$287K -$42.9K -200 -13%
GAB
1856
German American Bancorp
Indiana
$286K +$15.4K +72 +6%
AWM
1857
Angeles Wealth Management
California
$286K +$286K +1,332 New
CAC
1858
Cowen and Company
New York
$286K +$286K +1,335 New
BHBT
1859
Burke & Herbert Bank & Trust
Virginia
$285K -$16.8K -78 -6%
FWM
1860
Fairhaven Wealth Management
Illinois
$285K +$214 +1 +0.1%
PWM
1861
Prentice Wealth Management
New York
$284K +$6.03K +28 +2%
GWS
1862
Glassman Wealth Services
Virginia
$284K +$45.7K +213 +19%
SIM
1863
SSI Investment Management
California
$283K -$3K -14 -1%
SAM
1864
Seelaus Asset Management
New Jersey
$283K +$428 +2 +0.2%
ECG
1865
Edge Capital Group
Georgia
$283K +$1.07K +5 +0.4%
GWANC
1866
Guardian Wealth Advisors (North Carolina)
North Carolina
$282K -$25.3K -118 -8%
DJSG
1867
D.J. St. Germain
Massachusetts
$281K – – –
PB
1868
Pinnacle Bancorp
Nebraska
$279K -$6.44K -30 -2%
DA
1869
Dillon & Associates
Michigan
$279K -$1.29K -6 -0.5%
TFA
1870
Trinity Financial Advisors
Ohio
$279K – – –
AMCA
1871
Arthur M. Cohen & Associates
Illinois
$279K – – –
BWM
1872
BT Wealth Management
Georgia
$278K -$15.3K -71 -5%
KWA
1873
KCS Wealth Advisory
California
$278K +$4.94K +23 +2%
APW
1874
Aurora Private Wealth
New Jersey
$278K +$16.7K +78 +6%
BFG
1875
Berger Financial Group
Minnesota
$277K -$5.32M -24,806 -95%
73 74
75
76 77