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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 %
ZAM
301
Zevin Asset Management
Massachusetts
$17M +$54.4K +313 +0.3%
IAIM
302
International Assets Investment Management
Florida
$16.8M +$16.8M +96,557 New
PI
303
PGGM Investments
Netherlands
$16.7M -$1.06M -6,112 -6%
VW
304
Vantage Wealth
California
$16.7M -$60.8K -350 -0.4%
Parallax Volatility Advisers
305
Parallax Volatility Advisers
California
$16.5M +$16.5M +94,734 New
ProShare Advisors
306
ProShare Advisors
Maryland
$16.3M +$68.8K +396 +0.4%
BC
307
Bartlett & Co
Ohio
$16.1M -$5.56K -32 -0%
BCWM
308
Bartlett & Co Wealth Management
Ohio
$16.1M -$5.56K -32 -0%
AIM
309
Achmea Investment Management
Netherlands
$16.1M -$939K -5,767 -6%
DDPIC
310
Deroy & Devereaux Private Investment Counsel
Michigan
$16M +$186K +1,068 +1%
DWP
311
Daymark Wealth Partners
Ohio
$16M +$16M +91,773 New
SCA
312
Southern Capital Advisors
Tennessee
$15.9M -$13.7K -79 -0.1%
TYCC
313
Texas Yale Capital Corp
Florida
$15.9M -$40.9K -235 -0.3%
HPG
314
Harvest Portfolios Group
Ontario, Canada
$15.9M +$15.9M +91,353 New
FAF
315
Fjarde Ap-fonden
Sweden
$15.9M -$15.4M -88,504 -49%
HNB
316
Huntington National Bank
Ohio
$15.8M +$430K +2,474 +3%
UH
317
Unigestion Holding
Switzerland
$15.8M +$167K +950 +1%
Public Sector Pension Investment Board (PSP Investments)
318
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.8M +$2.13M +12,262 +16%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$15.6M -$558K -4,207 -3%
PA
320
Pinnacle Associates
New York
$15.6M -$291K -1,674 -2%
AWM
321
AE Wealth Management
Kansas
$15.6M +$134K +772 +0.9%
GIP
322
Greatmark Investment Partners
Georgia
$15.5M -$418K -2,406 -3%
CB
323
Commerce Bank
Missouri
$15.4M +$132K +759 +0.9%
CA
324
Cornerstone Advisors
North Carolina
$15.3M – – –
BHWM
325
Bar Harbor Wealth Management
New Hampshire
$15.1M +$2.96K +17 +0%
11 12
13
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