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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 %
IWN
1926
Independent Wealth Network
Iowa
$246K +$246K +1,146 New
BAS
1927
Brown Advisory Securities
Maryland
$245K -$64.1K -300 -21%
CAL
1928
Capital Advisors Ltd
Ohio
$245K -$1.5K -7 -0.6%
WBC
1929
West Branch Capital
Massachusetts
$245K +$1.28K +6 +0.5%
SN
1930
Sittner & Nelson
Oregon
$245K +$25.7K +120 +12%
GPA
1931
Garrison Point Advisors
California
$244K – – –
AIM
1932
Avity Investment Management
Connecticut
$243K -$10.5K -49 -4%
SI
1933
Saxon Interests
Texas
$241K +$241K +1,124 New
WFA
1934
WMG Financial Advisors
Tennessee
$240K -$61.6K -287 -20%
BFC
1935
Bedel Financial Consulting
Indiana
$240K -$12.8K -60 -5%
JC
1936
JB Capital
Connecticut
$240K +$859 +4 +0.4%
GCP
1937
GSA Capital Partners
United Kingdom
$240K +$240K +1,119 New
TP
1938
Tranquility Partners
Tennessee
$239K +$31.6K +147 +15%
VC
1939
Veracity Capital
Georgia
$239K +$239K +1,115 New
PCWA
1940
Pacific Capital Wealth Advisors
California
$238K +$22.1K +103 +10%
KP
1941
Keel Point
Alabama
$237K -$19.5K -91 -8%
IWA
1942
Intercontinental Wealth Advisors
Texas
$237K – – –
NCM
1943
Northside Capital Management
Oregon
$236K – – –
EIM
1944
Essex Investment Management
Massachusetts
$236K – – –
ATFA
1945
All Terrain Financial Advisors
Minnesota
$236K – – –
HZ
1946
Hixon Zuercher
Ohio
$236K – – –
FOA
1947
Five Oceans Advisors
California
$236K +$15K +70 +7%
RFA
1948
Resurgent Financial Advisors
Georgia
$236K +$236K +1,101 New
PHK
1949
Point72 Hong Kong
Hong Kong
$235K +$235K +1,097 New
CRC
1950
Curi RMB Capital
Illinois
$233K -$18.6K -87 -7%
76 77
78
79 80