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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 %
VWM
451
Venturi Wealth Management
Texas
$9.11M -$180K -1,034 -2%
CB
452
Cadence Bank
Mississippi
$9.08M -$52.8K -304 -0.6%
TBA
453
Tower Bridge Advisors
Pennsylvania
$9.05M +$747K +4,297 +9%
EWM
454
Executive Wealth Management
Michigan
$8.96M +$7.48M +43,049 +506%
CA
455
Cullinan Associates
Kentucky
$8.93M -$3.73M -21,442 -29%
NIM
456
Northeast Investment Management
Massachusetts
$8.92M -$140K -803 -2%
ECM
457
Evergreen Capital Management
Washington
$8.83M +$647K +3,723 +8%
HC
458
Hendley & Co
Ohio
$8.82M -$13.9K -80 -0.2%
Wealth Enhancement Advisory Services
459
Wealth Enhancement Advisory Services
Minnesota
$8.82M +$8.82M +49,824 New
IIM
460
Intact Investment Management
Quebec, Canada
$8.78M +$1.22M +7,000 +16%
USCWA
461
U.S. Capital Wealth Advisors
Texas
$8.74M -$8.17K -47 -0.1%
SBIA
462
Sheaff Brock Investment Advisors
Indiana
$8.73M -$78.2K -450 -0.9%
LBC
463
Lowe Brockenbrough & Co
Virginia
$8.73M +$37K +213 +0.4%
LCM
464
Laurion Capital Management
New York
$8.7M +$8.7M +50,064 New
OCM
465
Olstein Capital Management
New York
$8.69M – – –
BMSSC
466
B. Metzler seel. Sohn & Co
Germany
$8.69M -$1.61M -9,238 -16%
CCB
467
Country Club Bank
Missouri
$8.69M +$1.54M +8,864 +22%
RMC
468
Resources Management Corp
Connecticut
$8.68M +$118K +680 +1%
SFWA
469
Summit Financial Wealth Advisors
Louisiana
$8.67M +$122K +699 +1%
DILIC
470
Dai-ichi Life Insurance Company
Japan
$8.45M -$1.86M -10,700 -18%
BB
471
Bell Bank
North Dakota
$8.44M -$750K -4,315 -8%
LA
472
LBP AM
France
$8.4M +$8.4M +48,348 New
Koshinski Asset Management
473
Koshinski Asset Management
Illinois
$8.35M +$13.4K +77 +0.2%
NB
474
Norinchukin Bank
Japan
$8.35M -$2.29M -13,196 -22%
LSERS
475
Louisiana State Employees Retirement System
Louisiana
$8.21M +$69.5K +400 +0.9%
17 18
19
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