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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
$3.15B
2
Capital World Investors
Capital World Investors
California
$1.09B
3
BlackRock
BlackRock
New York
$11.6B
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$379M
5
Capital International Investors
Capital International Investors
California
$1.72B

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$159M
2
Citadel Advisors
Citadel Advisors
Florida
$63.3M
3
State Street
State Street
Massachusetts
$6.23B
4
Morgan Stanley
Morgan Stanley
New York
$572M
5
Renaissance Technologies
Renaissance Technologies
New York
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGA
2276
Lebenthal Global Advisors
New York
– -$864K -4,032 Closed
PG
2277
Pendal Group
Australia
– -$777K -3,627 Closed
GCM
2278
Graham Capital Management
Connecticut
– -$739K -3,448 Closed
KCFA
2279
Key Client Fiduciary Advisors
New Jersey
– -$719K -3,353 Closed
TCMP
2280
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$689K -3,216 Closed
WIP
2281
WealthCare Investment Partners
Rhode Island
– -$646K -3,012 Closed
EWM
2282
EPG Wealth Management
Georgia
– -$640K -2,986 Closed
DC
2283
Diametric Capital
Massachusetts
– -$626K -2,920 Closed
CWM
2284
Chemistry Wealth Management
New York
– -$596K -2,779 Closed
HC
2285
Hamilton Capital
Ohio
– -$495K -2,309 Closed
NCM
2286
Narwhal Capital Management
Georgia
– -$492K -2,297 Closed
AWM
2287
Aries Wealth Management
Maine
– -$475K -2,216 Closed
FSA
2288
Financial Sense Advisors
California
– -$456K -2,125 Closed
JG
2289
Jefferies Group
New York
– -$451K -2,103 Closed
PCC
2290
Park Circle Company
Maryland
– -$429K -2,000 Closed
AP
2291
Advisors Preferred
Maryland
– -$425K -1,990 Closed
HWIS
2292
Hancock Whitney Investment Services
Louisiana
– -$375K -1,737 Closed
PCM
2293
Prelude Capital Management
New York
– -$366K -1,708 Closed
PAMP
2294
Polar Asset Management Partners
Ontario, Canada
– -$358K -1,672 Closed
BWP
2295
BSW Wealth Partners
Colorado
– -$338K -1,576 Closed
Walleye Capital
2296
Walleye Capital
New York
– -$337K -1,573 Closed
TWP
2297
Transparent Wealth Partners
Arkansas
– -$328K -1,532 Closed
FFG
2298
Frisch Financial Group
New York
– -$315K -1,469 Closed
AIA
2299
Angeles Investment Advisors
California
– -$282K -1,314 Closed
DFC
2300
DBK Financial Counsel
Ohio
– -$281K -1,310 Closed
90 91
92
93 94