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United Parcel Service
UPS

Overview Fund Activity

2,115 hedge funds and large institutions have $84.6B invested in United Parcel Service in 2022 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 958 increasing their positions, 743 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
-23
Holders Change %
-1.08%
% of All Funds
36.57%
Holding in Top 10
77
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-14.44%
% of All Funds
1.33%
New
136
Increased
958
Reduced
743
Closed
127
Calls
$2.79B
Puts
$1.64B
Net Calls
+$1.15B
Net Calls Change
+$882M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.13B
2
First Trust Advisors
First Trust Advisors
Illinois
+$126M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$97.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$94.1M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$64.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$295M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$212M
3
MFG
Merit Financial Group
Georgia
-$197M
4
ClearBridge Investments
ClearBridge Investments
New York
-$148M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
301
Oakview Capital Management
Texas
$15.9M +$2.86M +17,693 +22%
AA
302
ALPS Advisors
Colorado
$15.9M +$5.51M +34,134 +53%
GC
303
Grimes & Company
Massachusetts
$15.9M +$778K +4,814 +5%
ZAM
304
Zevin Asset Management
Massachusetts
$15.7M +$12.6K +78 +0.1%
PAG
305
Private Advisor Group
New Jersey
$15.6M -$2.72M -16,852 -15%
VW
306
Vantage Wealth
California
$15.6M -$99.3K -615 -0.6%
AI
307
Atria Investments
North Carolina
$15.5M +$657K +4,069 +4%
AIMCA
308
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.3M -$1.5M -9,300 -9%
SC
309
Saturna Capital
Washington
$15.3M +$5.64M +34,910 +59%
IHL
310
Investment House LLC
California
$15.1M +$520K +3,220 +4%
ProShare Advisors
311
ProShare Advisors
Maryland
$15.1M -$2.69M -16,674 -15%
CIBC World Market
312
CIBC World Market
Ontario, Canada
$15.1M +$547K +3,383 +4%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$15M -$456K -2,825 -3%
BC
314
Bartlett & Co
Ohio
$15M -$456K -2,825 -3%
SCA
315
Southern Capital Advisors
Tennessee
$14.8M -$24.7K -153 -0.2%
TYCC
316
Texas Yale Capital Corp
Florida
$14.8M +$1.17M +7,230 +9%
GIP
317
Greatmark Investment Partners
Georgia
$14.8M +$324K +2,005 +2%
PA
318
Pinnacle Associates
New York
$14.7M -$1.3M -8,072 -8%
UH
319
Unigestion Holding
Switzerland
$14.7M -$1.86M -11,234 -11%
DDPIC
320
Deroy & Devereaux Private Investment Counsel
Michigan
$14.7M +$9.85K +61 +0.1%
LGF
321
LGT Group Foundation
Liechtenstein
$14.6M -$4.2M -26,021 -22%
GLA
322
Great Lakes Advisors
Illinois
$14.5M +$515K +3,188 +4%
AWM
323
AE Wealth Management
Kansas
$14.3M -$184K -1,141 -1%
HNB
324
Huntington National Bank
Ohio
$14.3M -$195K -1,208 -1%
FSA
325
Franklin Street Advisors
North Carolina
$14.2M -$66.4K -411 -0.5%
11 12
13
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