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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 %
CIA
2101
Cascade Investment Advisors
Oregon
$76.1K – – –
TFO
2102
Tarbox Family Office
California
$75K -$542K -2,528 -88%
GLLW
2103
Graves Light Lenhart Wealth
Virginia
$75K – – –
SPWM
2104
Spartan Planning & Wealth Management
North Carolina
$75K +$75K +351 New
SC
2105
Schubert & Co
Texas
$74K +$5.35K +25 +8%
EARNEST Partners
2106
EARNEST Partners
Georgia
$72K – – –
FFC
2107
First Financial Corp
Indiana
$70K -$6.85K -32 -9%
COCM
2108
Charter Oak Capital Management
New Hampshire
$69K -$7.03K -33 -9%
CT
2109
Clearstead Trust
Maine
$68K -$15.3K -71 -18%
AP
2110
Arlington Partners
Alabama
$68K -$6.44K -30 -9%
OA
2111
Operose Advisors
Wisconsin
$68K – – –
BWA
2112
BDO Wealth Advisors
Florida
$66K – – –
FBT
2113
First Bank & Trust
South Dakota
$65K -$7.77K -36 -11%
MBFW
2114
Morton Brown Family Wealth
Pennsylvania
$64K -$3.41K -16 -5%
CPA
2115
Cowen Prime Advisors
New York
$64K – – –
FP
2116
Financial Perspectives
Minnesota
$62.8K – – –
AFS
2117
Annapolis Financial Services
Maryland
$60K -$12.9K -60 -18%
MRCM
2118
M&R Capital Management
New Jersey
$57K – – –
PSB
2119
Piscataqua Savings Bank
New Hampshire
$57K – – –
VRM
2120
Vectors Research Management
New York
$55K -$5.39K -25 -9%
1IA
2121
1834 Investment Advisors
Wisconsin
$54K -$103K -475 -66%
CNBTD
2122
Citizens National Bank Trust Department
Mississippi
$54K -$4.5K -25 -8%
DWP
2123
Destiny Wealth Partners
Florida
$53K -$2.81K -13 -5%
TFP
2124
Tilia Fiduciary Partners
North Carolina
$53K – – –
LSA
2125
Lansing Street Advisors
Pennsylvania
$53K +$53K +278 New
83 84
85
86 87