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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 %
TH
376
TCTC Holdings
Texas
$11.5M -$20.4K -126 -0.2%
HI
377
Hendershot Investments
Virginia
$11.4M +$406K +2,515 +4%
SCA
378
Stillwater Capital Advisors
Pennsylvania
$11.3M -$716K -4,435 -6%
TRSOTSOK
379
Teachers Retirement System of the State of Kentucky
Kentucky
$11.3M +$11.3M +69,652 New
TCM
380
Telos Capital Management
California
$11.1M +$68K +421 +0.6%
Capital Fund Management (CFM)
381
Capital Fund Management (CFM)
France
$11.1M +$4.01M +24,826 +56%
JWCA
382
J.W. Cole Advisors
Florida
$11M +$42.2K +261 +0.4%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$10.9M -$2.64M -16,324 -19%
1832 Asset Management
384
1832 Asset Management
Ontario, Canada
$10.9M -$272K -1,681 -2%
FNBOO
385
First National Bank of Omaha
Nebraska
$10.9M +$7.27K +45 +0.1%
Kayne Anderson Rudnick Investment Management
386
Kayne Anderson Rudnick Investment Management
California
$10.9M +$1.48M +9,134 +16%
LCM
387
Logan Capital Management
Pennsylvania
$10.8M +$34.1K +211 +0.3%
SFS
388
Sowell Financial Services
Arkansas
$10.8M -$211K -1,304 -2%
SBH
389
Segall Bryant & Hamill
Illinois
$10.8M +$6.46K +40 +0.1%
CCM
390
Covington Capital Management
California
$10.7M -$291K -1,799 -3%
HHMI
391
Howard Hughes Medical Institute
Maryland
$10.7M +$10.7M +66,000 New
Bank of Nova Scotia
392
Bank of Nova Scotia
Ontario, Canada
$10.6M -$13.2M -81,693 -55%
BFIM
393
Beese Fulmer Investment Management
Ohio
$10.6M +$166K +1,026 +2%
LMIM
394
Lockheed Martin Investment Management
Maryland
$10.6M – – –
9WM
395
9258 Wealth Management
Ohio
$10.5M +$17.4K +108 +0.2%
CM
396
Capula Management
Cayman Islands
$10.4M +$5.84M +36,160 +129%
GGS
397
Galvin Gaustad & Stein
Arizona
$10.4M -$454K -2,813 -4%
PGFC
398
Peapack-Gladstone Financial Corp
New Jersey
$10.3M +$5.49M +33,962 +114%
CA
399
CapWealth Advisors
Tennessee
$10.2M +$202K +1,248 +2%
IP
400
Isthmus Partners
Wisconsin
$10.2M +$30.7K +190 +0.3%
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