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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 %
GCA
526
Greenwood Capital Associates
South Carolina
$6.45M +$1.13K +7 +0%
CGH
527
CMG Global Holdings
Texas
$6.41M +$485 +3 +0%
GCM
528
Garland Capital Management
Washington
$6.41M +$101K +625 +2%
CSS
529
Cubist Systematic Strategies
Connecticut
$6.34M +$6.34M +39,216 New
SIG
530
Sky Investment Group
Connecticut
$6.32M +$15.3K +95 +0.2%
MCM
531
Mattern Capital Management
Colorado
$6.3M -$15.8K -98 -0.3%
WT
532
Whittier Trust
California
$6.28M +$406K +2,511 +7%
BDA
533
Borer Denton & Associates
Pennsylvania
$6.26M +$404K +2,503 +7%
EFIC
534
Eliot Finkel Investment Counsel
California
$6.26M -$19.4K -120 -0.3%
KWM
535
Kingsview Wealth Management
Oregon
$6.16M +$554K +3,428 +10%
BONH
536
Bank of New Hampshire
New Hampshire
$6.12M -$31K -192 -0.5%
AFG
537
Albion Financial Group
Utah
$6.12M +$148K +915 +2%
CA
538
Cetera Advisors
Colorado
$6.11M +$480K +2,973 +9%
IEFM
539
IQ EQ Fund Management
Ireland
$6.08M -$96.6K -598 -2%
NMERB
540
New Mexico Educational Retirement Board
New Mexico
$6.07M -$468K -2,900 -7%
HWAM
541
Hennion & Walsh Asset Management
New Jersey
$6.04M -$91.3K -565 -1%
RBA
542
Richard Bernstein Advisors
New York
$6.02M -$904K -5,596 -13%
CCP
543
Corient Capital Partners
California
$6.01M +$17.2K +94 +0.3%
ECM
544
EagleClaw Capital Management
Massachusetts
$5.97M +$64.6K +400 +1%
AG
545
Advocate Group
Minnesota
$5.91M +$474K +2,935 +9%
NGA
546
Naples Global Advisors
Florida
$5.91M +$207K +1,280 +4%
LWAC
547
Laurel Wealth Advisors (California)
California
$5.88M -$13.4K -83 -0.2%
RDWM
548
Red Door Wealth Management
Tennessee
$5.87M +$12.1K +75 +0.2%
Rafferty Asset Management
549
Rafferty Asset Management
New York
$5.87M +$4.16M +25,757 +244%
EIA
550
Eastover Investment Advisors
North Carolina
$5.86M -$20.5K -129 -0.3%
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