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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 %
TCM
476
Tufton Capital Management
Maryland
$8.2M -$11.3K -65 -0.1%
WAP
477
Wealthcare Advisory Partners
Pennsylvania
$8.2M +$143K +820 +2%
ATC
478
Argent Trust Co
Tennessee
$8.13M +$464K +2,671 +6%
TS
479
Tamar Securities
California
$8.11M -$89.4K -514 -1%
VWA
480
Visionary Wealth Advisors
Illinois
$8.09M +$439K +2,525 +6%
XF
481
XML Financial
Maryland
$8.02M +$669K +3,846 +9%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$7.99M +$4.95M +28,494 +163%
DBT
483
Dubuque Bank & Trust
Iowa
$7.96M -$1.22M -7,042 -13%
NA
484
NewEdge Advisors
Louisiana
$7.92M +$433K +13,647 +6%
IWA
485
IBEX Wealth Advisors
New Jersey
$7.85M +$461K +2,654 +6%
CIP
486
Chartwell Investment Partners
Pennsylvania
$7.81M -$135K -779 -2%
OC
487
Oppenheimer & Co
New York
$7.8M -$479K -2,756 -6%
BFG
488
Beacon Financial Group
Texas
$7.78M -$29.4K -168 -0.4%
BPA
489
Beacon Pointe Advisors
California
$7.77M -$1.1M -6,320 -12%
CAM
490
ClariVest Asset Management
California
$7.77M -$193K -1,108 -2%
JIC
491
Johnson Investment Counsel
Ohio
$7.76M +$502K +2,887 +7%
ST
492
Spinnaker Trust
Maine
$7.74M +$171K +981 +2%
EWM
493
Evercore Wealth Management
New York
$7.7M +$534K +3,073 +7%
TAF
494
Tredje AP-fonden
Sweden
$7.64M -$10.7M -61,662 -58%
WW
495
Waterfront Wealth
Kansas
$7.6M +$1.82K +10 +0%
HL
496
HeadInvest LLC
Maine
$7.59M -$124K -712 -2%
LOPW
497
Live Oak Private Wealth
North Carolina
$7.58M +$265K +1,522 +4%
MIA
498
MainStreet Investment Advisors
Illinois
$7.57M -$284K -1,635 -4%
N
499
Natixis
France
$7.53M -$4.75M -27,338 -39%
BCAM
500
Boston Common Asset Management
Massachusetts
$7.51M +$436K +2,508 +6%
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