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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 %
PCMC
2326
Paragon Capital Management (Colorado)
Colorado
– -$116K -542 Closed
WWM
2327
Wagner Wealth Management
South Carolina
– -$114K -531 Closed
TCWM
2328
Total Clarity Wealth Management
Illinois
– -$107K -500 Closed
CSWM
2329
Cassady Schiller Wealth Management
Ohio
– -$99K -463 Closed
EPM
2330
Equitec Proprietary Markets
Illinois
– -$99K -463 Closed
TCM
2331
TD Capital Management
Tennessee
– -$89K -417 Closed
MC
2332
Maverick Capital
Texas
– -$87K -406 Closed
FPWM
2333
FSB Premier Wealth Management
Iowa
– -$86K -405 Closed
EWM
2334
Edge Wealth Management
New York
– -$82K -383 Closed
MTWM
2335
Masso Torrence Wealth Management
New Jersey
– -$38K -177 Closed
WFS
2336
Widmann Financial Services
Maryland
– -$21K -102 Closed
AWMS
2337
Advocacy Wealth Management Services
Georgia
– -$21K -100 Closed
TC
2338
TAP Consulting
Missouri
– -$20K -92 Closed
BC
2339
Barnett & Company
Tennessee
– -$19K -88 Closed
FFG
2340
Ford Financial Group
California
– -$16 -75 Closed
EWM
2341
Elmwood Wealth Management
California
– -$15K -68 Closed
TLFA
2342
True Link Financial Advisors
California
– -$11K -51 Closed
MFT
2343
Moisand Fitzgerald Tamayo
Florida
– -$11K -50 Closed
HF
2344
Halpern Financial
Virginia
– -$8.57K -40 Closed
Optiver Holding
2345
Optiver Holding
Netherlands
– -$5K -28 Closed
CP
2346
Corbenic Partners
Pennsylvania
– -$4K -20 Closed
HNWA
2347
Henrickson Nauta Wealth Advisors
Michigan
– -$3K -15 Closed
RK
2348
Rather & Kittrell
Tennessee
– -$1K -9 Closed
AWA
2349
Aquire Wealth Advisors
Utah
– -$2K -7 Closed
WA
2350
WestEnd Advisors
North Carolina
– -$643 -3 Closed
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