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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.

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 %
TSS
2276
Two Sigma Securities
New York
– -$219K -1,201 Closed
LFRG
2277
Lazard Frères Gestion
France
– -$212K -1,150 Closed
MA
2278
Mosaic Advisors
Texas
– -$206K -1,132 Closed
FWM
2279
FFT Wealth Management
Pennsylvania
– -$203K -1,112 Closed
PH
2280
Pinnacle Holdings
Oklahoma
– -$179K -982 Closed
VC
2281
Veracity Capital
Georgia
– -$153K -839 Closed
CFA
2282
Cahill Financial Advisors
Minnesota
– -$145K -795 Closed
GKWIM
2283
Gerber Kawasaki Wealth & Investment Management
California
– -$144K -793 Closed
KIG
2284
Kowal Investment Group
Wisconsin
– -$131K -718 Closed
HA
2285
Herold Advisors
New York
– -$124K -684 Closed
JPLA
2286
Joseph P. Lucia & Associates
New York
– -$109K -600 Closed
MA
2287
MCF Advisors
Kentucky
– -$85K -469 Closed
APWA
2288
Atlas Private Wealth Advisors
New Jersey
– -$84K -462 Closed
SFO
2289
Standard Family Office
South Dakota
– -$73K -400 Closed
FCM
2290
Firestone Capital Management
Florida
– -$83K -400 Closed
DOA
2291
D'Orazio & Associates
Virginia
– -$65K -356 Closed
CDIA
2292
Capital Directions Investment Advisors
Georgia
– -$62K -338 Closed
JGIA
2293
Jackson Grant Investment Advisers
Connecticut
– -$55K -300 Closed
CCMW
2294
Cypress Capital Management (Wyoming)
Wyoming
– -$51K -280 Closed
RA
2295
Resolute Advisors
California
– -$35K -193 Closed
RIA
2296
RPG Investment Advisory
California
– -$32K -175 Closed
CCM
2297
Carderock Capital Management
Maryland
– -$30K -167 Closed
ETI
2298
Enterprise Trust & Investment
California
– -$21K -117 Closed
SSC
2299
Syverson Strege & Co
Iowa
– -$21K -115 Closed
CPC
2300
Consolidated Planning Corp
Georgia
– -$20K -112 Closed
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