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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 %
SCA
376
Stillwater Capital Advisors
Pennsylvania
$12M -$134K -772 -1%
LCM
377
Logan Capital Management
Pennsylvania
$11.6M -$24.9K -143 -0.2%
AIMCA
378
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.6M -$4.83M -27,800 -29%
CG
379
Colony Group
Massachusetts
$11.6M +$1.18M +6,783 +11%
SBH
380
Segall Bryant & Hamill
Illinois
$11.6M -$26.6K -153 -0.2%
BFIM
381
Beese Fulmer Investment Management
Ohio
$11.5M +$92K +529 +0.8%
Assenagon Asset Management
382
Assenagon Asset Management
Luxembourg
$11.5M -$3.76M -21,615 -25%
Bank of Nova Scotia
383
Bank of Nova Scotia
Ontario, Canada
$11.5M +$5.91K +34 +0.1%
LMIM
384
Lockheed Martin Investment Management
Maryland
$11.4M +$17.4K +100 +0.2%
Cetera Investment Advisers
385
Cetera Investment Advisers
Illinois
$11.4M +$3.64M +20,960 +47%
FNBOO
386
First National Bank of Omaha
Nebraska
$11.3M -$383K -2,205 -3%
TSW
387
Thompson Siegel & Walmsley
Virginia
$11.3M +$3.83M +22,050 +51%
PGFC
388
Peapack-Gladstone Financial Corp
New Jersey
$11.3M +$248K +1,426 +2%
LW
389
Linscomb Wealth
Texas
$11.3M +$526K +3,025 +5%
9WM
390
9258 Wealth Management
Ohio
$11.3M +$4.87K +28 +0%
BCIM
391
British Columbia Investment Management
British Columbia, Canada
$11.3M -$1.37M -7,889 -11%
CA
392
CapWealth Advisors
Tennessee
$11.2M +$154K +885 +1%
SWS
393
SYSTM Wealth Solutions
Illinois
$11.2M +$11.2M +64,270 New
CM
394
Capital Management
Virginia
$11M +$1.44M +8,278 +15%
BRA
395
Biechele Royce Advisors
Indiana
$11M +$896K +5,155 +9%
CIA
396
CCM Investment Advisers
South Carolina
$10.9M -$1.45M -8,336 -12%
UBV
397
United Bank (Virginia)
Virginia
$10.9M +$1.36M +7,832 +14%
LA
398
Lynch & Associates
Indiana
$10.9M +$15.1K +87 +0.1%
Rafferty Asset Management
399
Rafferty Asset Management
New York
$10.9M +$4.58M +26,349 +73%
NCM
400
Noesis Capital Mangement
Florida
$10.8M -$71.5K -411 -0.7%
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