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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 %
PA
2126
PSI Advisors
Florida
$40K – – –
AP
2127
Atwood & Palmer
Missouri
$40K +$11.4K +53 +40%
GWM
2128
Guardian Wealth Management
Illinois
$39K +$39K +180 New
BWL
2129
Bogart Wealth LLC
Virginia
$38K – – –
MTWM
2130
Masso Torrence Wealth Management
New Jersey
$38K +$38K +177 New
RA
2131
Rise Advisors
New York
$37.5K +$37.5K +175 New
LPP
2132
Life Planning Partners
Florida
$36K +$36K +167 New
KLWA
2133
Kelly Lawrence W & Associates
California
$35K – – –
JGCM
2134
Joseph Group Capital Management
Ohio
$35K +$35K +165 New
DI
2135
Disciplined Investments
Oklahoma
$34K +$21.5K +100 +172%
CFN
2136
Cordasco Financial Network
Florida
$33K – – –
JWM
2137
Janiczek Wealth Management
Colorado
$33K +$7.24K +34 +28%
AA
2138
AlphaMark Advisors
Kentucky
$32K – – –
AIM
2139
Arcadia Investment Management
Michigan
$32K – – –
BA
2140
Bivin & Associates
Oklahoma
$32K +$32K +150 New
SFG
2141
Steward Financial Group
Texas
$32K +$32K +150 New
IAS
2142
IMA Advisory Services
Colorado
$30K -$2.54K -12 -8%
KFS
2143
Kelly Financial Services
Massachusetts
$29.5K +$214 +1 +0.7%
JMF
2144
Johnson Midwest Financial
Iowa
$29K – – –
DFC
2145
DB Fitzpatrick & Co
Idaho
$28K +$28K +129 New
CWM
2146
Curi Wealth Management
North Carolina
$28K +$28K +135 New
TCWA
2147
Ten Capital Wealth Advisors
Washington
$27K – – –
RA
2148
Rational Advisors
New York
$26K +$14.5K +67 +126%
FCT
2149
First Community Trust
Iowa
$25.7K +$25.7K +120 New
PCFFS
2150
Pacific Center for Financial Services
California
$25K – – –
84 85
86
87 88