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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 %
SPC
501
Sigma Planning Corp
Michigan
$7.48M +$2.12M +12,184 +39%
GT
502
Glenview Trust
Kentucky
$7.47M +$215K +1,238 +3%
MFWM
503
Motley Fool Wealth Management
Virginia
$7.46M +$278K +1,599 +4%
SWP
504
Stratos Wealth Partners
Ohio
$7.42M -$530K -3,048 -7%
MLICM
505
Metropolitan Life Insurance Company (MetLife)
New York
$7.34M -$121K -694 -2%
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$7.31M +$24.2K +139 +0.3%
KFP
507
Keystone Financial Planning
Ohio
$7.22M +$34.2K +197 +0.5%
SHGA
508
Sand Hill Global Advisors
California
$7.21M +$117K +675 +2%
IPW
509
Inlet Private Wealth
Florida
$7.08M +$1.16M +6,659 +20%
IIC
510
Ironwood Investment Counsel
Arizona
$7.04M +$37.2K +214 +0.5%
GCM
511
Garland Capital Management
Washington
$7.03M +$128K +736 +2%
VIA
512
Vident Investment Advisory
Georgia
$7.01M +$4.7M +27,016 +203%
RCA
513
Riverview Capital Advisers
Massachusetts
$6.99M – – –
S
514
Seeyond
France
$6.98M +$1.21M +6,955 +21%
AG
515
Advocate Group
Minnesota
$6.97M +$601K +3,459 +9%
MCM
516
Mattern Capital Management
Colorado
$6.91M +$131K +755 +2%
TI
517
Tidal Investments
Wisconsin
$6.91M +$1.86M +10,673 +37%
CGH
518
CMG Global Holdings
Texas
$6.91M +$5.22K +30 +0.1%
GCA
519
Greenwood Capital Associates
South Carolina
$6.9M -$41.5K -239 -0.6%
HAI
520
Hennessy Advisors Inc
California
$6.88M -$226K -1,300 -3%
KWM
521
Kingsview Wealth Management
Oregon
$6.87M +$241K +1,388 +4%
SIG
522
Sky Investment Group
Connecticut
$6.85M +$48.5K +279 +0.7%
TF
523
Tompkins Financial
New York
$6.85M -$149K -858 -2%
EFIC
524
Eliot Finkel Investment Counsel
California
$6.82M +$87.8K +505 +1%
BDA
525
Borer Denton & Associates
Pennsylvania
$6.82M +$86.9K +500 +1%
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