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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 %
YMRC
2301
Yorktown Management & Research Company
Virginia
– -$268K -1,250 Closed
CWM
2302
Circle Wealth Management
New Jersey
– -$262K -1,220 Closed
EA
2303
Elm Advisors
California
– -$257K -1,200 Closed
BCMO
2304
Buckingham Capital Management (Ohio)
Ohio
– -$249K -1,162 Closed
BFO
2305
Biltmore Family Office
North Carolina
– -$248K -1,156 Closed
MMPW
2306
Mitchell McLeod Pugh & Williams
Alabama
– -$247K -1,153 Closed
GIA
2307
Goodwin Investment Advisory
Georgia
– -$239K -1,114 Closed
ACA
2308
Affinity Capital Advisors
California
– -$237K -1,106 Closed
BWM
2309
Buckley Wealth Management
Nevada
– -$236K -1,100 Closed
DU
2310
Delphia (USA)
Ontario, Canada
– -$232K -1,082 Closed
BC
2311
Bridgefront Capital
Texas
– -$231K -1,079 Closed
SIMG
2312
Sonora Investment Management Group
Arizona
– -$228K -1,063 Closed
AWM
2313
Avaii Wealth Management
Wisconsin
– -$228K -1,062 Closed
IFA
2314
Index Fund Advisors
California
– -$227K -1,058 Closed
ACP
2315
Arcus Capital Partners
Georgia
– -$224K -1,046 Closed
CAI
2316
Capital Advisors Inc
Oklahoma
– -$224K -1,045 Closed
TC
2317
Telemus Capital
Michigan
– -$224K -1,044 Closed
PIA
2318
Pinion Investment Advisors
Kansas
– -$219K -1,024 Closed
MWM
2319
Mattern Wealth Management
Kansas
– -$213K -993 Closed
BS
2320
Banco Santander
Spain
– -$209K -976 Closed
GCC
2321
Game Creek Capital
Massachusetts
– -$209K -975 Closed
BWM
2322
BlackDiamond Wealth Management
New York
– -$204K -952 Closed
MA
2323
MONECO Advisors
Connecticut
– -$201K -881 Closed
ONST
2324
Old North State Trust
North Carolina
– -$164K -767 Closed
CCM
2325
Chilton Capital Management
Texas
– -$154K -717 Closed
91 92
93
94 95