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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 %
OMC
1901
Old Mission Capital
Illinois
$263K +$263K +1,226 New
SFG
1902
Sunburst Financial Group
Alabama
$262K +$37.1K +173 +17%
SEP
1903
Southland Equity Partners
Missouri
$262K – – –
WFS
1904
Walker Financial Services
Kentucky
$261K +$261K +1,217 New
Bank Julius Baer & Co
1905
Bank Julius Baer & Co
Switzerland
$260K +$127K +590 +95%
AIA
1906
Alera Investment Advisors
Illinois
$260K +$260K +1,209 New
BPFA
1907
Barnes Pettey Financial Advisors
Mississippi
$259K – – –
QT
1908
Quantamental Technologies
New York
$259K +$259K +1,209 New
WAOTB
1909
Wealth Advisors of Tampa Bay
Florida
$258K -$86K -400 -25%
BFS
1910
Bickling Financial Services
Massachusetts
$258K +$1.5K +7 +0.6%
HIC
1911
Holderness Investments Company
North Carolina
$258K +$39.6K +185 +18%
C
1912
Covestor
United Kingdom
$258K +$145K +676 +129%
PFA
1913
Pathway Financial Advisors
Vermont
$253K – – –
AWM
1914
Act Wealth Management
Texas
$253K – – –
EIP
1915
Ellis Investment Partners
Pennsylvania
$251K +$1.5K +7 +0.6%
FPS
1916
Fieldpoint Private Securities
Connecticut
$251K +$19.3K +90 +8%
MA
1917
Mezzasalma Advisors
New Jersey
$250K – – –
CFO
1918
CVA Family Office
Colorado
$249K +$58K +270 +30%
KAM
1919
Knightsbridge Asset Management
California
$248K +$248K +1,158 New
MWM
1920
Modera Wealth Management
New Jersey
$247K -$1.23M -5,746 -83%
AP
1921
Appleton Partners
Massachusetts
$247K -$3.44K -16 -1%
CWP
1922
CFM Wealth Partners
Texas
$247K – – –
PAI
1923
Pittenger & Anderson Inc
Nebraska
$247K +$2.35K +11 +1%
HI
1924
Hudock Inc
Pennsylvania
$246K -$3.85K -18 -2%
GAM
1925
Gould Asset Management
California
$246K +$246K +1,145 New
75 76
77
78 79