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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
1
Capital International Investors
California
$1.48B
2
Ameriprise
2
Ameriprise
Minnesota
$2.14B
3
Capital World Investors
3
Capital World Investors
California
$678M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$136M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$194M

Top Sellers

1
BlackRock
1
BlackRock
New York
$11.2B
2
Wells Fargo
2
Wells Fargo
California
$1.57B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1.55B
4
Franklin Resources
4
Franklin Resources
California
$1.11B
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
2176
Cedar Mountain Advisors
Oregon
$11K – – –
TLFA
2177
True Link Financial Advisors
California
$11K – – –
HI
2178
Hoey Investments
Pennsylvania
$10K -$22.2K -100 -69%
TJHA
2179
Thomas J. Herzfeld Advisors
Florida
$10K +$2.44K +11 +32%
HC
2180
Hoese & Co
Minnesota
$10K +$5.65K +26 +130%
SAM
2181
Strategic Asset Management
Minnesota
$10K +$10K +48 New
WAS
2182
Winch Advisory Services
Wisconsin
$9K – – –
HWM
2183
HighMark Wealth Management
Minnesota
$9K – – –
AA
2184
Addison Advisors
Vermont
$9K +$7.77K +38 +633%
HF
2185
Halpern Financial
Virginia
$8.57K – – –
ECM
2186
Estabrook Capital Management
New York
$8.57K +$8.57K +40 New
FWM
2187
Focused Wealth Management
New York
$7K -$25.4K -116 -78%
ODG
2188
O'Dell Group
Ohio
$7K – – –
BAM
2189
Baldrige Asset Management
Pennsylvania
$7K – – –
CWA
2190
Core Wealth Advisors
Florida
$7K – – –
TIM
2191
Tortoise Investment Management
New York
$6K – – –
EAM
2192
Eukles Asset Management
Ohio
$6K – – –
NOI
2193
Newton One Investments
Delaware
$6K – – –
FCG
2194
Financial Connections Group
California
$6K +$6K +31 New
RCC
2195
Red Cedar Capital
Nebraska
$5K – – –
LWA
2196
Lowe Wealth Advisors
Maryland
$5K – – –
Optiver Holding
2197
Optiver Holding
Netherlands
$5K – – –
AWM
2198
Activest Wealth Management
Florida
$5K +$5K +25 New
SCA
2199
Sandy Cove Advisors
Massachusetts
$5K +$5K +25 New
CP
2200
Corbenic Partners
Pennsylvania
$4K -$31.4K -157 -89%
86 87
88
89 90