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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 %
WT
526
Whittier Trust
California
$6.8M +$41.4K +238 +0.6%
EWM
527
Empirical Wealth Management
Washington
$6.77M +$874K +5,025 +15%
HWM
528
HB Wealth Management
Georgia
$6.7M +$3.1M +17,807 +86%
RDWM
529
Red Door Wealth Management
Tennessee
$6.69M +$371K +2,132 +6%
AFG
530
Albion Financial Group
Utah
$6.59M +$13.6K +78 +0.2%
BONH
531
Bank of New Hampshire
New Hampshire
$6.59M – – –
FLPIM
532
F.L. Putnam Investment Management
Massachusetts
$6.58M -$765K -4,398 -10%
BIG
533
Builder Investment Group
Georgia
$6.57M +$6.57M +37,779 New
Wealthfront Advisers
534
Wealthfront Advisers
California
$6.55M +$1.18M +6,773 +22%
NGA
535
Naples Global Advisors
Florida
$6.48M +$122K +701 +2%
EIA
536
Eastover Investment Advisors
North Carolina
$6.44M +$39.1K +225 +0.6%
ECM
537
EagleClaw Capital Management
Massachusetts
$6.42M – – –
IEFM
538
IQ EQ Fund Management
Ireland
$6.4M -$144K -830 -2%
GQG Partners
539
GQG Partners
Florida
$6.36M +$1.52M +8,748 +31%
MCC
540
Money Concepts Capital
Florida
$6.36M +$6M +34,503 +1,677%
OSAM
541
O'Shaughnessy Asset Management
Connecticut
$6.32M -$633K -3,644 -9%
DIA
542
Dean Investment Associates
Ohio
$6.24M +$1.43M +8,217 +30%
AWS
543
Atria Wealth Solutions
New York
$6.24M +$120K +692 +2%
LWAC
544
Laurel Wealth Advisors (California)
California
$6.23M -$106K -610 -2%
TI
545
tru Independence
Oregon
$6.19M +$52K +299 +0.8%
BCV
546
Banque Cantonale Vaudoise
Switzerland
$6.17M +$1.4M +8,050 +29%
BFS
547
Bard Financial Services
Connecticut
$6.16M +$43.5K +250 +0.7%
SFA
548
Sequoia Financial Advisors
Ohio
$6.16M +$2.63M +15,135 +75%
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$6.14M -$70.4K -405 -1%
CA
550
Cetera Advisors
Colorado
$6.14M -$434K -2,497 -7%
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