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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 %
PP
2151
PrairieView Partners
Minnesota
$32K -$63.4K -297 -66%
AIM
2152
Arcadia Investment Management
Michigan
$32K – – –
SFG
2153
Steward Financial Group
Texas
$32K – – –
BA
2154
Bivin & Associates
Oklahoma
$32K – – –
CA
2155
Crewe Advisors
Utah
$31K +$31K +143 New
IAS
2156
IMA Advisory Services
Colorado
$30K – – –
JMF
2157
Johnson Midwest Financial
Iowa
$30K +$217 +1 +0.7%
CJL
2158
Cyrus J. Lawrence
New York
$30K +$30K +140 New
KFS
2159
Kelly Financial Services
Massachusetts
$29.7K +$214 +1 +0.7%
DFC
2160
DB Fitzpatrick & Co
Idaho
$28K – – –
RF
2161
Robbins Farley
New Hampshire
$27K -$15.9K -75 -37%
CWM
2162
Curi Wealth Management
North Carolina
$27K -$1.93K -9 -7%
WAM
2163
Worth Asset Management
Texas
$27K +$27K +151 New
FCT
2164
First Community Trust
Iowa
$26K – – –
CI
2165
Cordant Inc
Oregon
$26K +$26K +121 New
WA
2166
Win Advisors
Florida
$26K +$26K +123 New
PCFFS
2167
Pacific Center for Financial Services
California
$25K +$216 +1 +0.9%
CM
2168
Cornerstone Management
Georgia
$24.9K – – –
RAM
2169
Riggs Asset Management
Pennsylvania
$23K +$7.17K +34 +45%
AWM
2170
AllSquare Wealth Management
New York
$22K +$846 +4 +4%
OLVIG
2171
Oliver Lagore Vanvalin Investment Group
Michigan
$22K +$22K +103 New
SC
2172
Stephens Consulting
Michigan
$21.9K – – –
DI
2173
Disciplined Investments
Oklahoma
$21K -$12.5K -59 -37%
IRAG
2174
Investment Research & Advisory Group
Georgia
$21K – – –
WWP
2175
WR Wealth Planners
Missouri
$19.9K +$19.9K +93 New
85 86
87
88 89