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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 %
ACM
626
Argyle Capital Management
Pennsylvania
$4.92M – – –
SCA
627
Stokes Capital Advisors
South Carolina
$4.92M -$265K -1,523 -5%
CCM
628
Coldstream Capital Management
Washington
$4.91M +$4.91M +28,246 New
API
629
Advisor Partners II
California
$4.88M +$595K +3,425 +14%
TPCW
630
TD Private Client Wealth
New York
$4.88M +$549K +3,160 +13%
CWP
631
Cyndeo Wealth Partners
Florida
$4.87M +$4.87M +28,015 New
KIC
632
Keating Investment Counselors
Florida
$4.83M +$589K +3,390 +14%
CCM
633
Canal Capital Management
Virginia
$4.82M -$119K -683 -2%
CWS
634
Cypress Wealth Services
California
$4.74M -$26.4K -152 -0.6%
FTC
635
Farmers Trust Company
Ohio
$4.74M +$20.2K +116 +0.4%
GC
636
Globeflex Capital
California
$4.73M +$2.5M +14,400 +112%
GIA
637
Gladstone Institutional Advisory
Florida
$4.72M -$213K -1,227 -4%
WAC
638
William Allan Corp
Colorado
$4.71M -$94.9K -546 -2%
CANC
639
Culbertson A N & Co
Virginia
$4.7M +$89.2K +513 +2%
CCMG
640
Clark Capital Management Group
Pennsylvania
$4.65M -$166K -953 -3%
PSP
641
Principal Street Partners
Tennessee
$4.63M +$4.19M +24,117 +952%
AM
642
Atwater Malick
Pennsylvania
$4.63M +$215K +1,239 +5%
SWA
643
Stratos Wealth Advisors
Ohio
$4.63M +$164K +941 +4%
OIM
644
Opus Investment Management
Massachusetts
$4.62M -$1.01M -5,800 -18%
BFEC
645
Benjamin F. Edwards & Company
Missouri
$4.62M +$158K +911 +4%
MTC
646
McDaniel Terry & Co
Texas
$4.61M -$17K -98 -0.4%
ABC
647
Associated Banc-Corp
Wisconsin
$4.57M +$132K +761 +3%
KRSITF
648
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.56M – – –
FNB
649
Farmers National Bank
Kentucky
$4.55M +$50.9K +293 +1%
SC
650
Schulhoff & Co
Ohio
$4.54M -$115K -660 -2%
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