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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 %
ARMC
2076
American Research & Management Company
Massachusetts
$110K -$45.5K -212 -29%
NF
2077
Norwood Financial
Pennsylvania
$108K – – –
TC
2078
Tacita Capital
Ontario, Canada
$108K +$18.2K +85 +20%
BWM
2079
BerganKDV Wealth Management
Minnesota
$107K -$23.3K -109 -18%
TSW
2080
Thompson Siegel & Walmsley
Virginia
$107K – – –
RDIA
2081
RE Dickinson Investment Advisors
Iowa
$107K – – –
ACM
2082
Aquatic Capital Management
Illinois
$107K +$107K +500 New
GAM
2083
Gemmer Asset Management
California
$106K – – –
LFG
2084
Larson Financial Group
Missouri
$104K – – –
TSWM
2085
Tyler-Stone Wealth Management
Ohio
$102K +$4.3K +20 +4%
GFPC
2086
Global Financial Private Client
Florida
$101K – – –
RTC
2087
Riverview Trust Company
Washington
$100K +$100K +468 New
FPFS
2088
First Personal Financial Services
North Carolina
$97K – – –
BHWM
2089
Beaird Harris Wealth Management
Texas
$95K -$384K -1,800 -80%
EBA
2090
Eagle Bay Advisors
New York
$95K -$113K -529 -54%
TFGT
2091
TS Financial Group (TSFG)
Illinois
$89K +$214 +1 +0.2%
CDIA
2092
Capital Directions Investment Advisors
Georgia
$88K +$88K +408 New
FC
2093
Family CFO
California
$86K – – –
FA
2094
Financial Advantage
Maryland
$85K – – –
CLOS
2095
Compagnie Lombard Odier SCmA
Switzerland
$84K -$45.2K -210 -35%
MIM
2096
Macroview Investment Management
Maryland
$82K – – –
HWMA
2097
Heritage Wealth Management (Arizona)
Arizona
$82K +$82K +382 New
HFS
2098
HBC Financial Services
Washington
$81K -$13.1K -72 -14%
LS
2099
Leelyn Smith
Illinois
$80K +$2.16K +10 +3%
SQA
2100
Simon Quick Advisors
New Jersey
$77K +$1.51K +7 +2%
82 83
84
85 86