UPS icon

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 %
ST
501
Spinnaker Trust
Maine
$7.03M +$16.3K +101 +0.2%
IIM
502
Intact Investment Management
Quebec, Canada
$7.03M – – –
TSW
503
Thompson Siegel & Walmsley
Virginia
$6.97M +$1.84M +11,400 +36%
MLICM
504
Metropolitan Life Insurance Company (MetLife)
New York
$6.93M -$108K -666 -2%
IWA
505
IBEX Wealth Advisors
New Jersey
$6.87M -$76.2K -472 -1%
XF
506
XML Financial
Maryland
$6.83M +$6.83M +42,304 New
FLPIM
507
F.L. Putnam Investment Management
Massachusetts
$6.83M +$180K +1,115 +3%
CCB
508
Country Club Bank
Missouri
$6.8M -$2.19M -13,251 -24%
LOPW
509
Live Oak Private Wealth
North Carolina
$6.8M -$7.11K -44 -0.1%
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$6.77M -$166K -1,030 -2%
JIC
511
Johnson Investment Counsel
Ohio
$6.75M +$797K +4,931 +13%
GT
512
Glenview Trust
Kentucky
$6.75M -$845K -5,234 -11%
HI
513
Horizon Investments
North Carolina
$6.69M +$1.84M +11,483 +38%
MFWM
514
Motley Fool Wealth Management
Virginia
$6.68M +$116K +716 +2%
KFP
515
Keystone Financial Planning
Ohio
$6.68M -$81.1K -502 -1%
EWM
516
Evercore Wealth Management
New York
$6.66M +$8.24K +51 +0.1%
DY
517
Dowling & Yahnke
California
$6.64M +$41.4K +256 +0.6%
HAI
518
Hennessy Advisors Inc
California
$6.61M – – –
SHGA
519
Sand Hill Global Advisors
California
$6.59M -$121K -751 -2%
BCAM
520
Boston Common Asset Management
Massachusetts
$6.58M -$1.45M -9,007 -18%
IIC
521
Ironwood Investment Counsel
Arizona
$6.51M +$65.4K +405 +1%
TF
522
Tompkins Financial
New York
$6.5M -$79.8K -494 -1%
BCM
523
Bayesian Capital Management
New York
$6.5M -$792K -4,900 -11%
RCA
524
Riverview Capital Advisers
Massachusetts
$6.5M – – –
OSAM
525
O'Shaughnessy Asset Management
Connecticut
$6.46M +$705K +4,362 +12%
19 20
21
22 23