UPS icon

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 %
PO
2001
Private Ocean
California
$210K – – –
PGWM
2002
Parisi Gray Wealth Management
New Jersey
$210K – – –
AA
2003
Advisory Alpha
Michigan
$210K +$210K +981 New
RBFC
2004
Roman Butler Fullerton & Co
Missouri
$209K -$900K -4,201 -81%
HVIA
2005
Hudson Valley Investment Advisors
New York
$209K -$5.36K -25 -3%
HWA
2006
HCR Wealth Advisors
California
$209K -$4.29K -20 -2%
RPG
2007
Resource Planning Group
Georgia
$209K +$430 +2 +0.2%
ISWM
2008
Independent Solutions Wealth Management
New York
$208K +$208K +970 New
IWP
2009
Insight Wealth Partners
Texas
$208K -$75.5K -352 -27%
CAM
2010
Concorde Asset Management
Michigan
$208K – – –
CWM
2011
Calamos Wealth Management
Illinois
$207K +$207K +963 New
WAM
2012
WNY Asset Management
New York
$205K +$205K +955 New
PA
2013
Parkside Advisors
California
$203K – – –
AWM
2014
Atticus Wealth Management
Florida
$202K +$32.4K +151 +19%
JCM
2015
Janney Capital Management
Pennsylvania
$202K +$202K +940 New
NWM
2016
Northwest Wealth Management
Iowa
$202K +$202K +944 New
RMCM
2017
Reynders McVeigh Capital Management
Massachusetts
$201K -$25.1K -117 -11%
BFA
2018
Beacon Financial Advisory
Ohio
$201K +$215 +1 +0.1%
DWM
2019
Drive Wealth Management
Utah
$201K +$201K +936 New
WG
2020
Welch Group
Alabama
$200K -$17.1K -80 -8%
MMG
2021
Monetary Management Group
Missouri
$200K – – –
SOW
2022
State of Wyoming
Wyoming
$199K +$58.2K +272 +41%
BAM
2023
Bellevue Asset Management
Washington
$196K +$217 +1 +0.1%
LF
2024
Lee Financial
Texas
$196K +$18.9K +88 +11%
BCMLT
2025
Beacon Capital Management LLC (Tennessee)
Tennessee
$193K +$193K +901 New
79 80
81
82 83