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United Parcel Service
UPS

Overview Fund Activity

2,218 hedge funds and large institutions have $91.5B invested in United Parcel Service in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 945 increasing their positions, 772 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,218
Holders Change
+103
Holders Change %
+4.87%
% of All Funds
35.79%
Holding in Top 10
77
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.24%
New
244
Increased
945
Reduced
772
Closed
93
Calls
$2.14B
Puts
$2.16B
Net Calls
-$11M
Net Calls Change
-$1.16B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$587M
2
AWA
Arete Wealth Advisors
Illinois
+$465M
3
Morgan Stanley
Morgan Stanley
New York
+$339M
4
Barclays
Barclays
United Kingdom
+$115M
5
AI
Accredited Investors
Minnesota
+$112M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.18B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$1.03B
3
CWP
Capital Wealth Planning
Florida
-$276M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$232M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
226
Xponance
Pennsylvania
$29M +$5.2M +29,893 +22%
ACI
227
Alpha Cubed Investments
California
$29M -$120K -691 -0.4%
Brown Advisory
228
Brown Advisory
Maryland
$28.9M -$1.04M -6,001 -3%
BNP Paribas Asset Management
229
BNP Paribas Asset Management
France
$28.5M +$2.29M +13,184 +9%
KFC
230
Klingenstein Fields & Co
New York
$28.3M -$257K -1,477 -0.9%
CAN
231
Cetera Advisor Networks
California
$28M +$6.01M +34,597 +27%
UB
232
UMB Bank
Missouri
$27.7M -$987K -5,675 -3%
ST
233
Sabal Trust
Florida
$27.7M -$68.5K -394 -0.2%
Vontobel Holding
234
Vontobel Holding
Switzerland
$27.7M +$1.37M +7,880 +5%
KIA
235
KCM Investment Advisors
California
$27.4M +$56.2K +323 +0.2%
Mirae Asset Global Investments
236
Mirae Asset Global Investments
South Korea
$26.2M +$3.06M +17,625 +13%
MNG
237
Manning & Napier Group
New York
$26.2M -$1.33M -7,624 -5%
CIA
238
Capital Investment Advisors
Georgia
$26.1M +$304K +1,747 +1%
Calamos Advisors
239
Calamos Advisors
Illinois
$25.8M -$4.55M -26,159 -15%
National Bank of Canada
240
National Bank of Canada
Quebec, Canada
$25.8M +$4.64M +26,731 +22%
FMI
241
Factory Mutual Insurance
Massachusetts
$25.6M -$4.64M -26,700 -15%
UCFA
242
United Capital Financial Advisors
Texas
$25.3M -$6.28M -36,130 -20%
DRZID
243
DePrince Race & Zollo Inc (DRZ)
Florida
$25.3M +$2.63M +15,155 +12%
PR
244
Payden & Rygel
California
$25.2M -$207K -1,190 -0.8%
Comerica Bank
245
Comerica Bank
Texas
$25.1M -$319K -1,782 -1%
WPC
246
Waters Parkerson & Co
Louisiana
$25M -$296K -1,705 -1%
CCP
247
Clarkston Capital Partners
Michigan
$24.9M +$212K +1,221 +0.9%
BAAM
248
Baker Avenue Asset Management
California
$24.8M -$456K -2,622 -2%
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$24.6M -$238K -1,371 -1%
PFM
250
Parsec Financial Management
North Carolina
$24.3M -$393K -2,261 -2%
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