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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 %
GQG Partners
626
GQG Partners
Florida
$4.5M +$4.5M +27,864 New
IC
627
IEQ Capital
California
$4.5M +$1.01M +6,281 +29%
SFG
628
Sovereign Financial Group
Connecticut
$4.48M +$5.65K +35 +0.1%
CCMG
629
Clark Capital Management Group
Pennsylvania
$4.48M +$604K +3,739 +16%
DIA
630
Dean Investment Associates
Ohio
$4.47M +$1.51M +9,341 +51%
MYAM
631
Meiji Yasuda Asset Management
Japan
$4.47M -$120K -740 -3%
WAC
632
William Allan Corp
Colorado
$4.46M +$66.7K +413 +2%
SC
633
Stolper & Co
Oklahoma
$4.46M +$24.6K +152 +0.6%
BCM
634
BTR Capital Management
California
$4.44M -$133K -826 -3%
BCV
635
Banque Cantonale Vaudoise
Switzerland
$4.43M -$256K -1,584 -5%
AC
636
Arjuna Capital
North Carolina
$4.43M +$78.7K +487 +2%
CS
637
Comerica Securities
Michigan
$4.4M +$18.9K +117 +0.4%
NMIMC
638
Northwestern Mutual Investment Management Company
Wisconsin
$4.39M -$1.03M -6,366 -19%
FTC
639
Farmers Trust Company
Ohio
$4.38M -$9.85K -61 -0.2%
ERIC
640
Eagle Rock Investment Company
Georgia
$4.37M +$19.2K +119 +0.4%
CWS
641
Cypress Wealth Services
California
$4.37M -$472K -2,966 -10%
Verition Fund Management
642
Verition Fund Management
Connecticut
$4.35M +$3.36M +20,804 +340%
SC
643
Schulhoff & Co
Ohio
$4.33M -$9.69K -60 -0.2%
BCM
644
Brookstone Capital Management
Illinois
$4.31M +$112K +704 +3%
MTC
645
McDaniel Terry & Co
Texas
$4.3M +$162 +1 +0%
CANC
646
Culbertson A N & Co
Virginia
$4.28M -$162K -1,002 -4%
CB
647
Community Bank
New York
$4.27M +$207K +1,280 +5%
LG
648
Leuthold Group
Minnesota
$4.27M +$4.27M +26,424 New
LA
649
Legacy Advisors
Pennsylvania
$4.25M +$729K +4,512 +21%
KRSITF
650
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.24M +$183K +1,135 +5%
24 25
26
27 28