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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 %
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$5.77M +$11.3K +70 +0.2%
BCM
552
Birch Capital Management
Texas
$5.76M +$87.7K +543 +2%
TI
553
tru Independence
Oregon
$5.7M -$183K -1,133 -3%
DWT
554
Dorsey & Whitney Trust
South Dakota
$5.69M -$558K -3,452 -9%
BFS
555
Bard Financial Services
Connecticut
$5.69M – – –
AUB
556
Atlantic Union Bankshares
Virginia
$5.69M -$300K -1,859 -5%
AWS
557
Atria Wealth Solutions
New York
$5.68M +$2.27M +14,057 +67%
WA
558
Wambolt & Associates
Colorado
$5.68M – – –
RP
559
Rowlandmiller & Partners
Georgia
$5.66M +$30.7K +190 +0.5%
VCM
560
Vision Capital Management
Oregon
$5.53M +$11.1K +69 +0.2%
PP
561
PDS Planning
Ohio
$5.53M -$47.2K -292 -0.8%
IPW
562
Inlet Private Wealth
Florida
$5.51M +$1.8M +11,128 +48%
GLA
563
Good Life Advisors
Pennsylvania
$5.5M +$82.9K +513 +2%
EWM
564
Empirical Wealth Management
Washington
$5.48M +$1.12M +6,957 +26%
NB
565
Northwest Bancshares
Pennsylvania
$5.47M +$163K +1,008 +3%
Two Sigma Advisers
566
Two Sigma Advisers
New York
$5.38M -$11M -68,100 -67%
PCA
567
Pallas Capital Advisors
Massachusetts
$5.38M +$209K +1,277 +4%
S
568
Seeyond
France
$5.36M +$917K +5,679 +21%
BBI
569
Baxter Bros Inc
Connecticut
$5.34M -$215K -1,328 -4%
BRM
570
Boston Research & Management
Massachusetts
$5.33M +$54.1K +335 +1%
AMI
571
Amica Mutual Insurance
Rhode Island
$5.33M -$1.34M -8,319 -20%
SC
572
Sepio Capital
Utah
$5.31M -$182K -1,128 -3%
M
573
MOTCO
Texas
$5.3M -$466K -2,886 -8%
NSIM
574
North Star Investment Management
Illinois
$5.29M -$144K -894 -3%
SW
575
SVB Wealth
Massachusetts
$5.27M +$634K +3,927 +14%
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