UPS icon

United Parcel Service
UPS

Overview Fund Activity

2,222 hedge funds and large institutions have $108B invested in United Parcel Service in 2021 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 893 increasing their positions, 702 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,222
Holders Change
+252
Holders Change %
+12.79%
% of All Funds
34.32%
Holding in Top 10
91
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+30%
% of All Funds
1.41%
New
372
Increased
893
Reduced
702
Closed
85
Calls
$2.54B
Puts
$2.72B
Net Calls
-$177M
Net Calls Change
-$246M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.48B
2
Ameriprise
Ameriprise
Minnesota
$2.14B
3
Capital World Investors
Capital World Investors
California
$678M
4
Marshall Wace
Marshall Wace
United Kingdom
$136M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$194M

Top Sellers

1
BlackRock
BlackRock
New York
$11.2B
2
Wells Fargo
Wells Fargo
California
$1.57B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.55B
4
Franklin Resources
Franklin Resources
California
$1.11B
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
2051
Paragon Capital Management (Colorado)
Colorado
$116K +$116K +542 New
MWM
2052
Mascoma Wealth Management
New Hampshire
$114K – – –
WWM
2053
Wagner Wealth Management
South Carolina
$114K +$13.5K +63 +13%
MW
2054
Milestone Wealth
New York
$114K +$114K +532 New
BFG
2055
Baron Financial Group
New Jersey
$114K – – –
C
2056
Covestor
United Kingdom
$113K +$113K +526 New
ACA
2057
Atlas Capital Advisors
Wyoming
$111K -$4.72K -22 -4%
HFS
2058
HBC Financial Services
Washington
$110K +$28.5K +134 +35%
TCWM
2059
Total Clarity Wealth Management
Illinois
$107K – – –
TSW
2060
Thompson Siegel & Walmsley
Virginia
$107K – – –
RDIA
2061
RE Dickinson Investment Advisors
Iowa
$107K +$107K +500 New
NF
2062
Norwood Financial
Pennsylvania
$107K +$107K +500 New
GAM
2063
Gemmer Asset Management
California
$106K – – –
GFPC
2064
Global Financial Private Client
Florida
$105K – – –
LFG
2065
Larson Financial Group
Missouri
$104K -$22.6K -106 -18%
CSWM
2066
Cassady Schiller Wealth Management
Ohio
$99K +$99K +463 New
EPM
2067
Equitec Proprietary Markets
Illinois
$99K +$99K +463 New
TSWM
2068
Tyler-Stone Wealth Management
Ohio
$98K +$98K +455 New
HDIM
2069
Hanson & Doremus Investment Management
Vermont
$97K – – –
FPFS
2070
First Personal Financial Services
North Carolina
$97K +$11.6K +54 +14%
PP
2071
PrairieView Partners
Minnesota
$96K +$63.8K +297 +198%
BCM
2072
Blume Capital Management
California
$94K – – –
AG
2073
AIA Group
Hong Kong
$90K -$555K -2,588 -86%
OSNBOA
2074
Old Second National Bank of Aurora
Illinois
$90K -$7.76K -50 -8%
TC
2075
Tacita Capital
Ontario, Canada
$90K -$3.21K -15 -3%
81 82
83
84 85