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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 %
SFG
401
StrategIQ Financial Group
Indiana
$10.2M -$1.62K -10 -0%
NCM
402
Noesis Capital Mangement
Florida
$10.1M +$184K +1,142 +2%
LA
403
Lynch & Associates
Indiana
$10.1M +$2.91K +18 +0%
CM
404
Churchill Management
California
$10.1M +$337K +2,088 +3%
CPO
405
Cerity Partners OCIO
New York
$10.1M +$1.86M +11,530 +23%
WIC
406
Wilkins Investment Counsel
Massachusetts
$10M -$34.7K -215 -0.3%
LW
407
Linscomb Wealth
Texas
$10M +$289K +1,786 +3%
SIG
408
Stonegate Investment Group
Alabama
$9.97M +$20K +124 +0.2%
SPIA
409
Steward Partners Investment Advisory
New York
$9.96M -$43.9K -272 -0.4%
VAS
410
Vestmark Advisory Solutions
Massachusetts
$9.89M +$1.84M +11,417 +23%
NB
411
Norinchukin Bank
Japan
$9.89M +$1.23M +7,606 +14%
SAM
412
Securian Asset Management
Minnesota
$9.82M +$32.3K +200 +0.3%
GC
413
Gilbert & Cook
Iowa
$9.81M +$5.76K +35 +0.1%
SIC
414
Sigma Investment Counselors
Michigan
$9.8M -$1.45K -9 -0%
TRCT
415
Tower Research Capital (TRC)
New York
$9.8M +$1.32M +8,192 +16%
CAM
416
Congress Asset Management
Massachusetts
$9.78M +$323K +1,997 +3%
RBC
417
Romano Brothers & Co
Illinois
$9.77M +$9.77M +60,454 New
CG
418
Colony Group
Massachusetts
$9.66M +$41.8K +259 +0.4%
CAPTRUST Financial Advisors
419
CAPTRUST Financial Advisors
North Carolina
$9.63M +$3.64M +22,549 +61%
BF
420
BOK Financial
Oklahoma
$9.61M +$1.45M +8,946 +18%
Berkshire Hathaway
421
Berkshire Hathaway
Nebraska
$9.6M – – –
JCM
422
Janney Capital Management
Pennsylvania
$9.59M +$9.59M +59,362 New
DILIC
423
Dai-ichi Life Insurance Company
Japan
$9.58M – – –
BMSSC
424
B. Metzler seel. Sohn & Co
Germany
$9.57M -$773K -4,784 -7%
AAS
425
Ameritas Advisory Services
Nebraska
$9.54M -$3.72K -23 -0%
15 16
17
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