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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 %
PCM
251
Palouse Capital Management
Washington
$24M -$1.42M -1,157 -6%
DLHL
252
Donald L. Hagan LLC
Florida
$23.7M +$1.15M +6,591 +5%
WBC
253
Westpac Banking Corp
Australia
$23.7M -$1.33M -7,672 -5%
PAS
254
Professional Advisory Services
Florida
$23.3M -$83.1K -478 -0.4%
SC
255
Scotia Capital
Ontario, Canada
$23.1M -$2.69M -15,482 -10%
URS
256
Utah Retirement Systems
Utah
$22.7M -$209K -1,200 -0.9%
KAS
257
Kestra Advisory Services
Texas
$22.5M -$3.85M -22,157 -15%
SI
258
Stephens Inc
Arkansas
$22.4M +$2.56M +14,736 +13%
SYBT
259
Stock Yards Bank & Trust
Kentucky
$22.2M -$550K -3,161 -2%
PWLP
260
Prio Wealth Limited Partnership
Massachusetts
$22M +$1.02M +5,877 +5%
SIC
261
Schwartz Investment Counsel
Michigan
$22M – – –
CL
262
Choreo LLC
Illinois
$21.9M +$10.4K +60 +0%
BAMF
263
BI Asset Management Fondsmaeglerselskab
Denmark
$21.8M +$524K +3,014 +2%
II
264
IFM Investors
Australia
$21.7M +$122K +700 +0.6%
FLII
265
First Long Island Investors
New York
$21.6M +$68.1K +392 +0.3%
SC
266
Saturna Capital
Washington
$21.6M +$5.15M +29,599 +31%
COPPSERS
267
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21.4M +$2.84M +16,317 +15%
GIBU
268
Gulf International Bank (UK)
United Kingdom
$21.3M +$22.6K +130 +0.1%
SF
269
Synovus Financial
Georgia
$21.2M +$129K +741 +0.6%
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$21.2M -$227K -1,304 -1%
WTA
271
Washington Trust Advisors
Massachusetts
$20.8M -$335K -1,926 -2%
AWM
272
Axxcess Wealth Management
California
$20.7M -$72.1K -415 -0.3%
OPERF
273
Oregon Public Employees Retirement Fund
Oregon
$20.5M -$1.41M -8,139 -6%
Lazard Asset Management
274
Lazard Asset Management
New York
$20.4M +$1.69M +9,694 +9%
Cambridge Investment Research Advisors
275
Cambridge Investment Research Advisors
Iowa
$20.3M +$1.24M +7,134 +6%
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