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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 %
AWP
601
Ascent Wealth Partners
New York
$5.26M +$67.3K +387 +1%
CIM
602
Corbyn Investment Management
Maryland
$5.24M -$2.96K -17 -0.1%
CK
603
Cohen Klingenstein
New York
$5.23M – – –
AC
604
Allstate Corporation
Illinois
$5.22M +$1.08M +6,226 +26%
AIM
605
Allstate Investment Management
Illinois
$5.22M +$5.22M +30,037 New
LA
606
Legacy Advisors
Pennsylvania
$5.2M +$628K +3,610 +14%
HWAM
607
Hennion & Walsh Asset Management
New Jersey
$5.2M -$1.31M -7,524 -20%
Arrowstreet Capital
608
Arrowstreet Capital
Massachusetts
$5.19M -$13.6M -78,277 -72%
CAMG
609
CWA Asset Management Group
Florida
$5.16M +$4.84M +27,820 +1,497%
RWM
610
Rench Wealth Management
Texas
$5.14M +$81.7K +470 +2%
PWS
611
Peloton Wealth Strategists
Indiana
$5.14M -$43.5K -250 -0.8%
BCM
612
Bridgeway Capital Management
Texas
$5.11M -$3.71M -21,360 -42%
HCM
613
Horrell Capital Management
Arkansas
$5.1M +$32.2K +185 +0.6%
AssetMark Inc
614
AssetMark Inc
California
$5.08M +$1.52M +8,751 +43%
DCM
615
Donaldson Capital Management
Indiana
$5.07M -$275K -1,580 -5%
CICI
616
Capital Investment Counsel Inc
North Carolina
$5.06M +$188K +1,084 +4%
SC
617
Stolper & Co
Oklahoma
$5.06M +$264K +1,521 +6%
SW
618
SVB Wealth
Massachusetts
$5.06M -$607K -3,490 -11%
MG
619
Mather Group
Illinois
$5.02M -$53K -305 -1%
ZIM
620
Zacks Investment Management
Illinois
$5.02M -$72.5K -417 -1%
BCM
621
Brookstone Capital Management
Illinois
$5M +$161K +897 +3%
BLAM
622
Bourne Lent Asset Management
New York
$5M – – –
CB
623
Community Bank
New York
$4.93M +$340K +1,954 +7%
SFG
624
Sovereign Financial Group
Connecticut
$4.93M +$113K +648 +2%
ERIC
625
Eagle Rock Investment Company
Georgia
$4.93M +$1.82K +10 +0%
23 24
25
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