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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 %
SFI
576
Siemens Fonds Invest
Germany
$5.25M -$12.6K -78 -0.2%
OIM
577
Opus Investment Management
Massachusetts
$5.23M – – –
IWA
578
Icon Wealth Advisors
Texas
$5.22M +$5.22M +32,308 New
SFA
579
Semmax Financial Advisors
North Carolina
$5.21M +$380K +2,246 +8%
EOJOAM
580
E. Ohman J:or Asset Management
Sweden
$5.17M -$162K -1,000 -3%
GAM
581
Griffin Asset Management
New York
$5.11M +$135K +836 +3%
SAM
582
Shell Asset Management
Netherlands
$5.1M -$1.77M -10,968 -26%
MCP
583
Martin Capital Partners
Oregon
$5.1M +$301K +1,866 +6%
ASN
584
Advisory Services Network
Georgia
$5.1M -$180K -1,112 -3%
TW
585
TrinityPoint Wealth
Connecticut
$5.07M -$76.2K -472 -1%
ASC
586
Atalanta Sosnoff Capital
New York
$5.07M -$10.8M -67,143 -68%
WC
587
Woodstock Corp
Massachusetts
$5.06M -$78.8K -488 -2%
Loomis, Sayles & Company
588
Loomis, Sayles & Company
Massachusetts
$5.04M -$12M -74,335 -70%
BRWA
589
B. Riley Wealth Advisors
Florida
$5.04M +$904K +5,595 +22%
FDCDDQ
590
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.02M -$376K -2,328 -7%
Wealthfront Advisers
591
Wealthfront Advisers
California
$5M -$3.24M -20,042 -39%
BCCM
592
Bridge Creek Capital Management
Massachusetts
$5M +$30.5K +189 +0.6%
SPC
593
Sigma Planning Corp
Michigan
$4.99M -$124K -770 -2%
FBT
594
First Bankers Trust
Kentucky
$4.97M +$59.4K +368 +1%
DCM
595
Donaldson Capital Management
Indiana
$4.96M -$306K -1,895 -6%
MPAM
596
Murphy Pohlad Asset Management
Minnesota
$4.95M +$368K +2,278 +8%
FNBOMD
597
First National Bank of Mount Dora
Florida
$4.93M +$545K +3,376 +12%
KNW
598
Kesler Norman & Wride
Utah
$4.89M +$409K +2,532 +9%
CIM
599
Corbyn Investment Management
Maryland
$4.87M -$1.93M -11,929 -28%
CK
600
Cohen Klingenstein
New York
$4.86M – – –
22 23
24
25 26