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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 %
BAM
2201
Baldrige Asset Management
Pennsylvania
$7K – – –
EAM
2202
Eukles Asset Management
Ohio
$6K – – –
TIM
2203
Tortoise Investment Management
New York
$6K – – –
NOI
2204
Newton One Investments
Delaware
$6K – – –
FCG
2205
Financial Connections Group
California
$6K – – –
RG
2206
Retirement Group
California
$6K +$3.11K +14 +108%
UFF
2207
USA Financial Formulas
Michigan
$5K -$5.21K -25 -51%
FWM
2208
Focused Wealth Management
New York
$5K -$1.96K -9 -28%
AWM
2209
Activest Wealth Management
Florida
$5K – – –
LWA
2210
Lowe Wealth Advisors
Maryland
$5K – – –
SCA
2211
Sandy Cove Advisors
Massachusetts
$5K – – –
RCC
2212
Red Cedar Capital
Nebraska
$5K +$208 +1 +4%
SJIA
2213
St. James Investment Advisors
New York
$4K – – –
ARIS
2214
Advanced Research Investment Solutions
California
$3K – – –
PP
2215
Pacifica Partners
Canada
$3K – – –
EW
2216
Emerson Wealth
Michigan
$3K +$857 +4 +40%
JIR
2217
James Investment Research
Ohio
$3K +$3K +16 New
KFP
2218
KB Financial Partners
New Jersey
$2K -$2K -8 -50%
LAS
2219
Lloyd Advisory Services
Georgia
$2K – – –
EWM
2220
Endurance Wealth Management
Rhode Island
$2K – – –
KA
2221
Kozak & Associates
Colorado
$2K – – –
SIC
2222
SJS Investment Consulting
Ohio
$2K +$2K +8 New
CWA
2223
Core Wealth Advisors
Florida
$1K -$5.2K -26 -84%
TFA
2224
Transamerica Financial Advisors
Florida
$1K – – –
IA
2225
IFS Advisors
Kansas
$1K – – –
87 88
89
90 91