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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 %
CF
351
Cantor Fitzgerald
New York
$13.8M -$604K -3,474 -4%
RWP
352
RWA Wealth Partners
Massachusetts
$13.7M -$12.6K -69 -0.1%
Mackenzie Financial
353
Mackenzie Financial
Ontario, Canada
$13.7M +$975K +5,611 +8%
JC
354
Jacobs & Co
California
$13.6M +$20.3K +117 +0.1%
AC
355
Addenda Capital
Quebec, Canada
$13.6M -$182K -1,049 -1%
HIIFS
356
Harel Insurance Investments & Financial Services
Israel
$13.5M -$43.5K -250 -0.3%
LGF
357
LGT Group Foundation
Liechtenstein
$13.4M -$2.31M -13,315 -15%
SFG
358
StrategIQ Financial Group
Indiana
$13.4M +$2.44M +14,057 +22%
AHB
359
Abner Herrman & Brock
New Jersey
$13.3M +$71.3K +410 +0.5%
LIM
360
Lathrop Investment Management
Arkansas
$12.9M +$56.8K +327 +0.4%
TCM
361
Telos Capital Management
California
$12.8M +$853K +4,905 +7%
WF
362
Welch & Forbes
Massachusetts
$12.8M +$261K +1,502 +2%
SMDAM
363
Sumitomo Mitsui DS Asset Management
Japan
$12.8M -$6.63M -38,121 -34%
SFM
364
Stack Financial Management
Montana
$12.7M +$61.2K +352 +0.5%
HI
365
Hendershot Investments
Virginia
$12.7M +$485K +2,788 +4%
1832 Asset Management
366
1832 Asset Management
Ontario, Canada
$12.6M +$804K +4,627 +7%
PP
367
Prudential plc
United Kingdom
$12.5M +$2.32M +13,325 +23%
GIA
368
Guyasuta Investment Advisors
Pennsylvania
$12.5M +$20.3K +117 +0.2%
Fidelity International
369
Fidelity International
Bermuda
$12.4M +$2.49M +14,321 +25%
TH
370
TCTC Holdings
Texas
$12.2M -$113K -649 -0.9%
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$12.1M +$341K +1,961 +3%
TRSOTSOK
372
Teachers Retirement System of the State of Kentucky
Kentucky
$12.1M – – –
Kayne Anderson Rudnick Investment Management
373
Kayne Anderson Rudnick Investment Management
California
$12.1M +$378K +2,173 +3%
JWCA
374
J.W. Cole Advisors
Florida
$12.1M +$234K +1,347 +2%
SFS
375
Sowell Financial Services
Arkansas
$12.1M +$410K +2,358 +4%
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