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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 %
TBA
476
Tower Bridge Advisors
Pennsylvania
$7.71M -$32.3K -200 -0.4%
OC
477
Oppenheimer & Co
New York
$7.69M -$171K -1,056 -2%
GAM
478
Gotham Asset Management
New York
$7.63M +$2.54M +15,712 +50%
TCM
479
Tufton Capital Management
Maryland
$7.63M -$9.53K -59 -0.1%
TS
480
Tamar Securities
California
$7.62M -$18.1K -112 -0.2%
ECM
481
Evergreen Capital Management
Washington
$7.6M +$2.32M +14,337 +44%
LSERS
482
Louisiana State Employees Retirement System
Louisiana
$7.56M +$48.5K +300 +0.6%
WAP
483
Wealthcare Advisory Partners
Pennsylvania
$7.49M -$13.1K -81 -0.2%
CAM
484
ClariVest Asset Management
California
$7.4M -$420K -2,600 -5%
SWP
485
Stratos Wealth Partners
Ohio
$7.39M -$60.3K -373 -0.8%
CIP
486
Chartwell Investment Partners
Pennsylvania
$7.38M +$64.5K +399 +0.9%
BFG
487
Beacon Financial Group
Texas
$7.38M -$2.48K -15 -0%
SMG
488
Spectrum Management Group
Indiana
$7.33M +$3.4M +21,073 +87%
MIA
489
MainStreet Investment Advisors
Illinois
$7.3M +$162 +1 +0%
BBVA
490
Banco Bilbao Vizcaya Argentaria
Spain
$7.28M +$3.27M +20,031 +81%
HSA
491
HBK Sorce Advisory
Pennsylvania
$7.25M +$910K +5,635 +14%
VPIM
492
Vanguard Personalized Indexing Management
California
$7.23M +$1.07M +6,615 +17%
PFS
493
Prospera Financial Services
Texas
$7.2M -$28.6K -177 -0.4%
Cetera Investment Advisers
494
Cetera Investment Advisers
Illinois
$7.19M -$1.09M -6,773 -13%
HL
495
HeadInvest LLC
Maine
$7.17M -$49.4K -306 -0.7%
ATC
496
Argent Trust Co
Tennessee
$7.13M +$293K +1,815 +4%
AII
497
AGF Investments Inc
Ontario, Canada
$7.12M – – –
VWA
498
Visionary Wealth Advisors
Illinois
$7.11M +$374K +2,317 +6%
WW
499
Waterfront Wealth
Kansas
$7.09M +$679 +4 +0%
Grantham, Mayo, Van Otterloo & Co (GMO)
500
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.04M -$10.2M -63,000 -59%
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