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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 %
CG
2026
Cutler Group
California
$192K -$43.7K -204 -19%
AIP
2027
Ahrens Investment Partners
Louisiana
$190K +$54.6K +254 +40%
FFA
2028
Fairfield Financial Advisors
Massachusetts
$190K +$190K +885 New
CB
2029
CNB Bank
Pennsylvania
$188K +$5.8K +27 +3%
BA
2030
Bellwether Advisors
Nebraska
$187K – – –
SIMG
2031
Stephens Investment Management Group
Texas
$186K – – –
MCM
2032
MV Capital Management
Maryland
$186K +$12.4K +58 +7%
WB
2033
Webster Bank
Connecticut
$181K – – –
LSV Asset Management
2034
LSV Asset Management
Illinois
$172K – – –
CWM
2035
CarsonAllaria Wealth Management
Illinois
$170K +$3.86K +18 +2%
SIC
2036
Salem Investment Counselors
North Carolina
$167K +$24K +112 +17%
TAM
2037
Tucker Asset Management
Colorado
$167K +$9.86K +46 +6%
SIS
2038
Sound Income Strategies
Florida
$165K +$11.8K +55 +8%
TIM
2039
Tevis Investment Management
Texas
$164K +$40.3K +187 +33%
EI
2040
Ellevest Inc
New York
$162K -$35.2K -164 -18%
TAIM
2041
TD Ameritrade Investment Management
Nebraska
$157K +$12K +56 +8%
TFA
2042
Toth Financial Advisory
Virginia
$154K +$2.35K +11 +2%
GWM
2043
Guardian Wealth Management
Illinois
$152K +$113K +527 +293%
FFWM
2044
Future Financial Wealth Management
Ohio
$150K – – –
MTIC
2045
Missouri Trust & Investment Company
Missouri
$147K -$7.51K -35 -5%
PAG
2046
Paladin Advisory Group
Iowa
$146K +$146K +709 New
JFA
2047
JNBA Financial Advisors
Minnesota
$145K -$19.9K -93 -12%
MAWCM
2048
Mine & Arao Wealth Creation & Management
California
$145K -$4.95K -23 -3%
LWA
2049
Lenox Wealth Advisors
New York
$144K +$1.53K +8 +1%
IWP
2050
IAG Wealth Partners
Wisconsin
$143K +$5.38K +25 +4%
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