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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 %
MA
2051
MCF Advisors
Kentucky
$143K +$143K +669 New
CH
2052
Canton Hathaway
Rhode Island
$135K – – –
OSNBOA
2053
Old Second National Bank of Aurora
Illinois
$135K +$10.7K +50 +9%
HR
2054
Howe & Rusling
New York
$134K +$644 +3 +0.5%
HIM
2055
Hillsdale Investment Management
Ontario, Canada
$134K +$56.6K +263 +73%
FCFS
2056
First Command Financial Services
Texas
$131K -$46.7K -217 -26%
FCB
2057
First Command Bank
Texas
$131K -$46.7K -217 -26%
HCM
2058
Highlander Capital Management
New Jersey
$129K – – –
JPLA
2059
Joseph P. Lucia & Associates
New York
$129K +$129K +600 New
ACA
2060
Atlas Capital Advisors
Wyoming
$128K +$16.9K +79 +15%
RCG
2061
Rock Creek Group
District of Columbia
$128K -$45.3K -212 -26%
DHGWA
2062
Dixon Hughes Goodman Wealth Advisors
North Carolina
$128K – – –
AG
2063
AIA Group
Hong Kong
$125K +$35.1K +164 +39%
TFM
2064
TFC Financial Management
Massachusetts
$122K – – –
SC
2065
Sierra Capital
Florida
$118K -$6.68K -31 -5%
CWC
2066
Carolinas Wealth Consulting
North Carolina
$118K -$3.65K -17 -3%
DWA
2067
Delos Wealth Advisors
Texas
$118K +$102K +474 +641%
CCA
2068
Column Capital Advisors
Indiana
$115K -$133K -618 -54%
IFAM
2069
Institutional & Family Asset Management
Colorado
$115K -$858 -4 -0.7%
MW
2070
Milestone Wealth
New York
$114K – – –
BFG
2071
Baron Financial Group
New Jersey
$114K – – –
PMFA
2072
Plante Moran Financial Advisors
Michigan
$113K -$33.3K -156 -23%
HDIM
2073
Hanson & Doremus Investment Management
Vermont
$113K +$15.8K +74 +16%
BCM
2074
Blume Capital Management
California
$112K +$18.2K +85 +19%
AA
2075
Addison Advisors
Vermont
$111K +$102K +474 +1,077%
81 82
83
84 85