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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 %
SGK
326
Steigerwald Gordon & Koch
Virginia
$15.1M +$313K +1,801 +2%
BCP
327
Blue Chip Partners
Michigan
$15.1M +$405K +2,327 +3%
ISB
328
Iowa State Bank
Iowa
$15M +$183K +1,052 +1%
CWM
329
CIBC World Markets
New York
$14.9M +$13M +74,697 +673%
AAG
330
Armstrong Advisory Group
Massachusetts
$14.9M +$14.9M +85,702 New
MFA
331
Mayflower Financial Advisors
Massachusetts
$14.9M -$10.8K -62 -0.1%
CNB
332
Czech National Bank
Czech Republic
$14.8M +$60.1K +346 +0.4%
BCI
333
Brinker Capital Investments
Pennsylvania
$14.8M -$372K -2,140 -2%
FFIC
334
First Fiduciary Investment Counsel
Ohio
$14.8M +$499K +2,868 +3%
NAM
335
Nissay Asset Management
Japan
$14.7M -$9.04K -52 -0.1%
HSA
336
HBK Sorce Advisory
Pennsylvania
$14.6M +$6.8M +39,097 +87%
GI
337
Gradient Investments
Minnesota
$14.6M +$1.03M +5,938 +8%
VV
338
Verity & Verity
South Carolina
$14.5M +$543K +3,125 +4%
RCYC
339
Richard C. Young & Co
Rhode Island
$14.5M +$77.5K +446 +0.5%
TWC
340
TD Waterhouse Canada
Ontario, Canada
$14.5M +$116K +620 +0.8%
FSA
341
Franklin Street Advisors
North Carolina
$14.4M -$892K -5,131 -6%
MC
342
Mayar Capital
United Kingdom
$14.4M – – –
HIMC
343
Heritage Investors Management Corp
Maryland
$14.3M +$105K +605 +0.7%
KCM
344
Kornitzer Capital Management
Kansas
$14.3M +$204K +1,174 +1%
WWP
345
Waypoint Wealth Partners
California
$14.2M -$1.22K -7 -0%
Fisher Asset Management
346
Fisher Asset Management
Washington
$14.2M +$884K +5,087 +7%
MC
347
Miramar Capital
Illinois
$14.2M +$126K +727 +0.9%
CFB
348
Cullen/Frost Bankers
Texas
$13.9M +$1.55M +8,914 +13%
IMPI
349
Ilmarinen Mutual Pension Insurance
Finland
$13.9M – – –
WIC
350
Willis Investment Counsel
Georgia
$13.8M +$92.7K +533 +0.7%
12 13
14
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