UPS icon

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 %
YCM
276
Yousif Capital Management
Michigan
$20.2M +$754K +4,337 +4%
CM
277
Capula Management
Cayman Islands
$20.2M +$9.02M +51,889 +81%
NYLIM
278
New York Life Investment Management
New York
$20M -$67.3K -387 -0.3%
Jennison Associates
279
Jennison Associates
New York
$19.9M -$277K -1,594 -1%
GW
280
GW & Wade
Massachusetts
$19.8M +$223K +1,281 +1%
MW
281
Marcum Wealth
Ohio
$19.7M -$372K -2,142 -2%
SOADOR
282
State of Alaska Department of Revenue
Alaska
$19M -$2.82M -16,243 -13%
PFP
283
Pinnacle Financial Partners
Tennessee
$19M -$4.56M -26,248 -19%
MIM
284
Marco Investment Management
Georgia
$18.7M -$154K -885 -0.8%
WSFS
285
Wilmington Savings Fund Society
Delaware
$18.6M -$256K -1,470 -1%
FNF
286
Fidelity National Financial
Florida
$18.5M – – –
EHC
287
Everett Harris & Co
California
$18.5M -$597K -3,436 -3%
SPC
288
Stewart & Patten Company
California
$18.3M +$47.5K +273 +0.3%
FCI
289
Financial Counselors Inc
Kansas
$18.2M +$244K +1,403 +1%
MOACM
290
Mutual of America Capital Management
New York
$18.1M +$509K +2,929 +3%
TPSF
291
Texas Permanent School Fund
Texas
$18.1M +$76.5K +440 +0.4%
OCM
292
Oakview Capital Management
Texas
$17.8M +$655K +3,767 +4%
VRS
293
Virginia Retirement Systems
Virginia
$17.7M +$296K +1,700 +2%
MML Investors Services
294
MML Investors Services
Massachusetts
$17.6M -$3.85M -22,127 -18%
CIBC World Market
295
CIBC World Market
Ontario, Canada
$17.6M +$1.4M +8,073 +9%
GC
296
Grimes & Company
Massachusetts
$17.6M +$513K +2,951 +3%
AI
297
Atria Investments
North Carolina
$17.3M +$568K +3,266 +3%
PFO
298
Pathstone Family Office
New Jersey
$17.3M +$2.72M +17,710 +19%
GGI
299
Godsey & Gibb Inc
Virginia
$17.1M +$17.1M +98,301 New
IHL
300
Investment House LLC
California
$17M +$758K +4,359 +5%
10 11
12
13 14