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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 %
WIC
401
Wilkins Investment Counsel
Massachusetts
$10.8M – – –
SPIA
402
Steward Partners Investment Advisory
New York
$10.8M +$30.9K +178 +0.3%
CPO
403
Cerity Partners OCIO
New York
$10.7M -$136K -782 -1%
TI
404
Trexquant Investment
Connecticut
$10.7M +$6.77M +38,941 +172%
VAS
405
Vestmark Advisory Solutions
Massachusetts
$10.7M +$49.5K +285 +0.5%
WB
406
WesBanco Bank
West Virginia
$10.7M +$8.4M +48,314 +366%
CAM
407
Congress Asset Management
Massachusetts
$10.7M +$166K +953 +2%
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$10.6M +$271K +1,560 +3%
LCM
409
LVM Capital Management
Michigan
$10.6M +$535K +3,080 +5%
IP
410
Isthmus Partners
Wisconsin
$10.6M -$409K -2,350 -4%
RBC
411
Romano Brothers & Co
Illinois
$10.5M +$17.6K +101 +0.2%
FA
412
FDx Advisors
Illinois
$10.5M +$562K +3,235 +6%
SIC
413
Sigma Investment Counselors
Michigan
$10.5M -$34.8K -200 -0.3%
KPWS
414
Kestra Private Wealth Services
Texas
$10.5M +$898K +5,164 +9%
GGS
415
Galvin Gaustad & Stein
Arizona
$10.5M -$681K -3,919 -6%
BF
416
BOK Financial
Oklahoma
$10.5M +$120K +688 +1%
SIG
417
Stonegate Investment Group
Alabama
$10.5M -$272K -1,564 -3%
SAM
418
Securian Asset Management
Minnesota
$10.4M -$132K -758 -1%
AAS
419
Ameritas Advisory Services
Nebraska
$10.4M +$112K +642 +1%
GAM
420
Gotham Asset Management
New York
$10.4M +$2.15M +12,370 +26%
GC
421
Gilbert & Cook
Iowa
$10.4M -$1.74K -10 -0%
WIC
422
Woodmont Investment Counsel
Tennessee
$10.4M +$167K +959 +2%
Berkshire Hathaway
423
Berkshire Hathaway
Nebraska
$10.3M – – –
CWM
424
Congress Wealth Management
Massachusetts
$10.3M +$166K +955 +2%
NW
425
NewEdge Wealth
Pennsylvania
$10.3M +$535K +3,080 +6%
15 16
17
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