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United Parcel Service
UPS

2,239 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, 1,003 increasing their positions, 796 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 120

26% more repeat investments, than reductions

Existing positions increased: 1,003 | Existing positions reduced: 796

9% more funds holding in top 10

Funds holding in top 10: 92 → 100 (+8)

1.17% more ownership

Funds ownership: 69.28% → 70.45% (+1.2%)

9% more call options, than puts

Call options by funds: $2.48B | Put options by funds: $2.27B

2% more capital invested

Capital invested by funds: $108B → $110B (+$2.03B)

0% more funds holding

Funds holding: 2,230 → 2,239 (+9)

Holders
2,239
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
35.31%
Holding in Top 10
100
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.7%
% of All Funds
1.58%
New
158
Increased
1,003
Reduced
796
Closed
120
Calls
$2.48B
Puts
$2.27B
Net Calls
+$207M
Net Calls Change
+$384M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$581M
2
Capital World Investors
Capital World Investors
California
+$403M
3
BlackRock
BlackRock
New York
+$379M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$238M
5
Capital International Investors
Capital International Investors
California
+$231M

Top Sellers

Rank Fund Capital Flow
1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$328M
2
Citadel Advisors
Citadel Advisors
Florida
-$169M
3
State Street
State Street
Massachusetts
-$116M
4
Morgan Stanley
Morgan Stanley
New York
-$112M
5
Amundi
Amundi
France
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
2001
Financial Planning & Information Services
Wisconsin
$214K – – –
JRFS
2002
James Reed Financial Services
Ohio
$214K – – –
KC
2003
Kenfarb & Co
Kentucky
$214K – – –
NJBEST
2004
New Jersey Better Educational Savings Trust
New Jersey
$214K – – –
HWA
2005
Heartwood Wealth Advisors
Virginia
$213K +$211K +994 New
PWM
2006
PRW Wealth Management
Massachusetts
$211K – – –
WA
2007
Wealth Architects
California
$210K -$45.3K -213 -18%
PGWM
2008
Parisi Gray Wealth Management
New Jersey
$210K – – –
PO
2009
Private Ocean
California
$210K – – –
AA
2010
Advisory Alpha
Michigan
$210K +$208K +981 New
RBFC
2011
Roman Butler Fullerton & Co
Missouri
$209K -$893K -4,201 -81%
HVIA
2012
Hudson Valley Investment Advisors
New York
$209K -$5.31K -25 -3%
HWA
2013
HCR Wealth Advisors
California
$209K -$4.25K -20 -2%
RPG
2014
Resource Planning Group
Georgia
$209K +$425 +2 +0.2%
ISWM
2015
Independent Solutions Wealth Management
New York
$208K +$206K +970 New
IWP
2016
Insight Wealth Partners
Texas
$208K -$74.8K -352 -27%
CAM
2017
Concorde Asset Management
Michigan
$208K – – –
CWM
2018
Calamos Wealth Management
Illinois
$207K +$205K +963 New
WAM
2019
WNY Asset Management
New York
$205K +$203K +955 New
PA
2020
Parkside Advisors
California
$203K – – –
AWM
2021
Atticus Wealth Management
Florida
$202K +$32.1K +151 +19%
JCM
2022
Janney Capital Management
Pennsylvania
$202K +$200K +940 New
NWM
2023
Northwest Wealth Management
Iowa
$202K +$201K +944 New
RMCM
2024
Reynders McVeigh Capital Management
Massachusetts
$201K -$24.9K -117 -11%
BFA
2025
Beacon Financial Advisory
Ohio
$201K +$212 +1 +0.1%
79 80
81
82 83

UPS Hedge Fund Activity: Q1 2022 in Review

2,239 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in United Parcel Service (UPS) for Q1 2022, worth a combined $110B — up 1.9% from $108B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new UPS positions and 120 closed out — a net gain of 38 holders — while 1,003 added to existing stakes and 796 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $581M. The largest seller was Gates Foundation Trust, cutting an estimated $328M.

  • 2,239 institutional investors held United Parcel Service (UPS) as of Q1 2022, up from 2,230 in Q4 2021.
  • Funds reported $110B of United Parcel Service stock for Q1 2022, up 1.9% quarter-over-quarter.
  • 158 funds opened new United Parcel Service positions in Q1 2022 and 120 closed out, a net change of +38 holders.
  • The largest United Parcel Service buyer in Q1 2022 was JP Morgan Chase, an estimated $581M added.
  • The largest United Parcel Service seller in Q1 2022 was Gates Foundation Trust, an estimated $328M sold.

Based on aggregated 13F filings for Q1 2022.