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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 %
EA
2176
Evolution Advisers
Virginia
$19K – – –
LWP
2177
Laurel Wealth Planning
Minnesota
$18K – – –
SPWG
2178
Sage Private Wealth Group
Illinois
$17K – – –
MWA
2179
Moser Wealth Advisors
Washington
$17K – – –
FFA
2180
Freedman Financial Associates
Massachusetts
$17K +$17K +80 New
CI
2181
Carroll Investors
South Carolina
$16K -$41.2K -193 -72%
MIFH
2182
Migdal Insurance & Financial Holdings
Israel
$16K -$10.1K -46 -39%
MWC
2183
MBM Wealth Consultants
Missouri
$13K -$42.1K -201 -76%
CA
2184
Centerpoint Advisors
Massachusetts
$13K – – –
SA
2185
SRH Advisors
Kansas
$13K – – –
GKIM
2186
GW&K Investment Management
Massachusetts
$13K +$13K +59 New
TJHA
2187
Thomas J. Herzfeld Advisors
Florida
$12K +$2.69K +13 +29%
RDFA
2188
Ritter Daniher Financial Advisory
Ohio
$11K – – –
CWA
2189
Carolina Wealth Advisors
South Carolina
$11K – – –
CMA
2190
Cedar Mountain Advisors
Oregon
$11K +$212 +1 +2%
SAM
2191
Strategic Asset Management
Minnesota
$11K +$1.04K +5 +10%
CAM
2192
Costello Asset Management
Pennsylvania
$11K +$11K +50 New
HI
2193
Hoey Investments
Pennsylvania
$10K – – –
HC
2194
Hoese & Co
Minnesota
$10K – – –
WAS
2195
Winch Advisory Services
Wisconsin
$9K – – –
HWM
2196
HighMark Wealth Management
Minnesota
$9K – – –
ECM
2197
Estabrook Capital Management
New York
$8.58K – – –
WFA
2198
West Financial Advisors
Iowa
$8K -$37.7K -165 -83%
FEG
2199
Financial Enhancement Group
Indiana
$8K +$8K +37 New
ODG
2200
O'Dell Group
Ohio
$7K – – –
86 87
88
89 90