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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 %
SJIA
2201
St. James Investment Advisors
New York
$4K +$4K +20 New
RG
2202
Retirement Group
California
$3K -$6.23K -27 -68%
PP
2203
Pacifica Partners
Canada
$3K – – –
HNWA
2204
Henrickson Nauta Wealth Advisors
Michigan
$3K +$3K +15 New
KFP
2205
KB Financial Partners
New Jersey
$3K +$3K +16 New
ARIS
2206
Advanced Research Investment Solutions
California
$2K – – –
KA
2207
Kozak & Associates
Colorado
$2K – – –
LAS
2208
Lloyd Advisory Services
Georgia
$2K – – –
EWM
2209
Endurance Wealth Management
Rhode Island
$2K – – –
EW
2210
Emerson Wealth
Michigan
$2K +$1K +5 +100%
AWA
2211
Aquire Wealth Advisors
Utah
$2K +$2K +7 New
CP
2212
Castleview Partners
Texas
$1.55K +$1.55K +331,798 New
SFCL
2213
Strengthening Families & Communities LLC
Massachusetts
$1.51K +$1.51K +7,052 New
PPWM
2214
PFG Private Wealth Management
Florida
$1K – – –
TFA
2215
Transamerica Financial Advisors
Florida
$1K – – –
IA
2216
IFS Advisors
Kansas
$1K +$1K +5 New
CFRPA
2217
Castle Financial & Retirement Planning Associates
New Jersey
$1K +$1K +5 New
RK
2218
Rather & Kittrell
Tennessee
$1K +$1K +9 New
LWM
2219
Liberty Wealth Management
California
$851 -$845K -4,534 Closed
WA
2220
WestEnd Advisors
North Carolina
$643 +$643 +3 New
MGIM
2221
M&G Investment Management
United Kingdom
$453 -$12.6K -58,801 -97%
UC
2222
Unio Capital
New Jersey
$399 – – –
FGAM
2223
Financial Gravity Asset Management
Texas
$348 +$347 +1,068 +53,400%
WIM
2224
Westside Investment Management
California
$53 – – –
FFG
2225
Ford Financial Group
California
$16 +$16 +75 New
87 88
89
90 91