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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 %
SFS
1976
Summit Financial Strategies
Ohio
$224K – – –
FNFDCM
1977
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$224K +$21.5K +100 +11%
CCM
1978
Crew Capital Management
Ohio
$223K +$10.7K +50 +5%
KCA
1979
Karn Couzens & Associates
Connecticut
$222K – – –
LF
1980
LifeSteps Financial
California
$222K – – –
MG
1981
MilWealth Group
Wisconsin
$222K – – –
CWP
1982
Curated Wealth Partners
California
$221K – – –
RC
1983
RBF Capital
California
$220K – – –
CCP
1984
Cassia Capital Partners
North Carolina
$220K +$5.14K +24 +2%
IIC
1985
Integrated Investment Consultants
Michigan
$219K -$54.3K -253 -20%
PWA
1986
Providence Wealth Advisors
Illinois
$219K – – –
PVH
1987
Psagot Value Holdings
Israel
$219K – – –
KF
1988
Krilogy Financial
Missouri
$217K – – –
CNB
1989
Camden National Bank
Maine
$217K – – –
HWA
1990
HHM Wealth Advisors
Tennessee
$216K -$67.6K -315 -24%
PTC
1991
Philadelphia Trust Company
Pennsylvania
$216K +$216K +1,009 New
CCFCSB
1992
Cape Cod Five Cents Savings Bank
Massachusetts
$215K +$3K +14 +1%
NJBEST
1993
New Jersey Better Educational Savings Trust
New Jersey
$214K – – –
BAM
1994
Bosun Asset Management
Illinois
$214K – – –
FPIS
1995
Financial Planning & Information Services
Wisconsin
$214K – – –
KC
1996
Kenfarb & Co
Kentucky
$214K – – –
JRFS
1997
James Reed Financial Services
Ohio
$214K – – –
HWA
1998
Heartwood Wealth Advisors
Virginia
$213K +$213K +994 New
PWM
1999
PRW Wealth Management
Massachusetts
$211K – – –
WA
2000
Wealth Architects
California
$210K -$45.8K -213 -18%
78 79
80
81 82