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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 %
UL
1951
Unionview LLC
Washington
$233K -$429 -2 -0.2%
FA
1952
Fermata Advisors
California
$233K +$7.54K +35 +3%
SL
1953
Salomon & Ludwin
Virginia
$233K +$22.5K +105 +11%
BCA
1954
Bay Colony Advisors
Massachusetts
$233K +$28.7K +134 +14%
IIA
1955
IPG Investment Advisors
California
$233K +$233K +1,088 New
WA
1956
Wealth Advisors
California
$232K -$4.3K -20 -2%
1W
1957
1776 Wealth
Georgia
$232K – – –
AWM
1958
Avior Wealth Management
Nebraska
$231K – – –
MCP
1959
Mirador Capital Partners
California
$231K +$1.71K +8 +0.7%
NEAM
1960
New England Asset Management
Connecticut
$230K -$180K -840 -44%
IFS
1961
Ifrah Financial Services
Arkansas
$230K +$2.14K +10 +0.9%
BA
1962
Ballast Advisors
Minnesota
$230K +$2.36K +11 +1%
ADL
1963
Asset Dedication LLC
California
$229K +$11.6K +54 +5%
MAM
1964
MMA Asset Management
Pennsylvania
$229K +$20.2K +111 +10%
GA
1965
Geller Advisors
New York
$229K +$229K +1,069 New
IIM
1966
Ipswich Investment Management
Massachusetts
$228K – – –
CHP
1967
Cable Hill Partners
Oregon
$227K -$53.7K -250 -19%
AIM
1968
AMI Investment Management
Indiana
$227K -$21.5K -100 -9%
GCA
1969
Gradient Capital Advisors
California
$227K – – –
MHR
1970
Matthew Hamilton Rosenberg
$227K +$3K +14 +1%
CA
1971
Crumly & Associates
Illinois
$227K +$227K +1,057 New
IIA
1972
Integral Investment Advisors
California
$226K +$226K +1,055 New
PIP
1973
Peachtree Investment Partners
Florida
$225K -$59.5K -277 -21%
LCP
1974
Legacy Capital Partners
Wisconsin
$225K – – –
AIP
1975
Almanack Investment Partners
Pennsylvania
$225K +$2.15K +10 +1%
77 78
79
80 81