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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 %
AWP
601
Ascent Wealth Partners
New York
$4.83M -$106K -656 -2%
PWS
602
Peloton Wealth Strategists
Indiana
$4.82M -$5.65K -35 -0.1%
SCA
603
Stokes Capital Advisors
South Carolina
$4.82M -$110K -684 -2%
SG Americas Securities
604
SG Americas Securities
New York
$4.82M +$2.34M +14,490 +95%
CAM
605
Columbia Asset Management
Michigan
$4.81M +$448K +2,774 +10%
FC
606
Fusion Capital
South Carolina
$4.79M +$71.4K +442 +2%
T
607
TOBAM
France
$4.78M -$3.66M -22,687 -43%
Millennium Management
608
Millennium Management
New York
$4.74M -$4.41M -27,326 -48%
ZIM
609
Zacks Investment Management
Illinois
$4.73M -$460K -2,845 -9%
VF
610
Virtu Financial
New York
$4.73M +$4.73M +29,254 New
VI
611
Vestcor Inc
New Brunswick, Canada
$4.72M +$732K +4,530 +18%
MG
612
Mather Group
Illinois
$4.72M +$3.32M +20,542 +237%
HCM
613
Horrell Capital Management
Arkansas
$4.71M +$40.5K +251 +0.9%
RWM
614
Rench Wealth Management
Texas
$4.7M +$30.5K +189 +0.7%
TI
615
Tidal Investments
Wisconsin
$4.7M -$212K -1,315 -4%
BLAM
616
Bourne Lent Asset Management
New York
$4.64M – – –
CCM
617
Canal Capital Management
Virginia
$4.59M +$540K +3,343 +13%
GIA
618
Gladstone Institutional Advisory
Florida
$4.58M +$244K +1,510 +6%
ACM
619
Argyle Capital Management
Pennsylvania
$4.58M – – –
ACA
620
Aptus Capital Advisors
Alabama
$4.55M +$538K +3,331 +13%
PCM
621
Princeton Capital Management
New Jersey
$4.54M +$48.9K +303 +1%
CICI
622
Capital Investment Counsel Inc
North Carolina
$4.53M -$245K -1,514 -5%
BS
623
Boenning & Scattergood
Pennsylvania
$4.52M -$28.4K -176 -0.6%
AAS
624
Avantax Advisory Services
Texas
$4.51M +$366K +2,264 +9%
WIS
625
Wright Investors Service
Connecticut
$4.51M +$1.05M +6,483 +30%
23 24
25
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