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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 %
RP
551
Rowlandmiller & Partners
Georgia
$6.13M -$7.71K -44 -0.1%
WA
552
Wambolt & Associates
Colorado
$6.12M +$2.78K +16 +0%
NMERB
553
New Mexico Educational Retirement Board
New Mexico
$6.06M -$469K -2,700 -7%
IWC
554
Integrated Wealth Concepts
Massachusetts
$6M +$3.35M +19,297 +127%
PCA
555
Pallas Capital Advisors
Massachusetts
$5.98M +$136K +764 +2%
FDCDDQ
556
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.96M +$562K +3,234 +10%
PP
557
PDS Planning
Ohio
$5.95M +$5.56K +32 +0.1%
KNW
558
Kesler Norman & Wride
Utah
$5.95M +$679K +3,908 +13%
DWT
559
Dorsey & Whitney Trust
South Dakota
$5.93M -$191K -1,098 -3%
GAM
560
Griffin Asset Management
New York
$5.92M +$424K +2,441 +8%
BS
561
Boenning & Scattergood
Pennsylvania
$5.9M -$98.2K -458 -2%
VPIM
562
Vanguard Personalized Indexing Management
California
$5.89M -$1.89M -10,867 -24%
BCM
563
Birch Capital Management
Texas
$5.88M -$317K -1,822 -5%
GLA
564
Good Life Advisors
Pennsylvania
$5.85M -$67.6K -389 -1%
BBI
565
Baxter Bros Inc
Connecticut
$5.84M +$92.8K +534 +2%
IWM
566
Iams Wealth Management
Nebraska
$5.82M +$5.82M +33,494 New
AAS
567
Avantax Advisory Services
Texas
$5.81M +$959K +5,518 +20%
AUB
568
Atlantic Union Bankshares
Virginia
$5.81M -$311K -1,789 -5%
TS
569
True Signal
New York
$5.8M +$5.8M +33,351 New
SSA
570
Schonfeld Strategic Advisors
New York
$5.79M -$27M -155,435 -82%
PFS
571
Prospera Financial Services
Texas
$5.76M -$1.99M -11,449 -26%
BRWA
572
B. Riley Wealth Advisors
Florida
$5.74M +$322K +1,852 +6%
AMI
573
Amica Mutual Insurance
Rhode Island
$5.73M – – –
NSIM
574
North Star Investment Management
Illinois
$5.71M +$11.6K +67 +0.2%
ASN
575
Advisory Services Network
Georgia
$5.7M +$217K +1,247 +4%
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