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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 %
CGH
451
Crossmark Global Holdings
Texas
$8.66M +$2.33M +14,420 +37%
AIM
452
Anchor Investment Management
South Carolina
$8.65M -$24.6K -152 -0.3%
VWM
453
Venturi Wealth Management
Texas
$8.63M -$158K -975 -2%
BB
454
Bell Bank
North Dakota
$8.54M +$6.08M +37,635 +247%
MAM
455
Madison Asset Management
Wisconsin
$8.54M -$4.09M -25,345 -32%
DBT
456
Dubuque Bank & Trust
Iowa
$8.53M -$640K -3,961 -7%
Daiwa Securities Group
457
Daiwa Securities Group
Japan
$8.52M +$223K +1,379 +3%
CB
458
Cadence Bank
Mississippi
$8.49M +$508K +3,143 +6%
S
459
SignatureFD
Georgia
$8.48M -$695K -4,300 -8%
AAF
460
Andra AP-fonden
Sweden
$8.42M -$1.08M -6,700 -11%
NIM
461
Northeast Investment Management
Massachusetts
$8.42M -$172K -1,063 -2%
BPA
462
Beacon Pointe Advisors
California
$8.24M +$224K +1,385 +3%
HC
463
Hendley & Co
Ohio
$8.21M -$21K -130 -0.3%
BCM
464
Bridgeway Capital Management
Texas
$8.2M -$3.41M -21,100 -29%
SFWA
465
Summit Financial Wealth Advisors
Louisiana
$8.18M -$868K -5,215 -10%
SBIA
466
Sheaff Brock Investment Advisors
Indiana
$8.18M -$21.2K -131 -0.3%
USCWA
467
U.S. Capital Wealth Advisors
Texas
$8.13M +$276K +1,710 +4%
OCM
468
Olstein Capital Management
New York
$8.08M -$323K -2,000 -4%
LBC
469
Lowe Brockenbrough & Co
Virginia
$8.07M -$527K -3,263 -6%
KBC Group
470
KBC Group
Belgium
$7.99M +$373K +2,309 +5%
RC
471
RegentAtlantic Capital
New Jersey
$7.98M -$551K -3,412 -6%
RMC
472
Resources Management Corp
Connecticut
$7.96M +$33.3K +206 +0.4%
TC
473
TownSquare Capital
Utah
$7.9M -$205K -1,270 -3%
MDCM
474
Morgan Dempsey Capital Management
Wisconsin
$7.79M +$1.44M +8,898 +23%
Koshinski Asset Management
475
Koshinski Asset Management
Illinois
$7.75M -$21.8K -135 -0.3%
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