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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 %
O
651
Ossiam
France
$4.22M +$2.93M +18,138 +227%
CIM
652
Chapman Investment Management
California
$4.22M +$19.4K +120 +0.5%
ACM
653
AlphaCrest Capital Management
New York
$4.21M +$2.28M +14,127 +118%
FNB
654
Farmers National Bank
Kentucky
$4.18M +$210K +1,298 +5%
III
655
Independent Investors Inc
New York
$4.17M – – –
BFEC
656
Benjamin F. Edwards & Company
Missouri
$4.15M -$247K -1,532 -6%
SWA
657
Stratos Wealth Advisors
Ohio
$4.15M -$43.6K -270 -1%
VDI
658
Vaughan David Investments
Illinois
$4.13M -$44.4K -275 -1%
BMC
659
Benin Management Corp
Connecticut
$4.13M -$32.3K -200 -0.8%
ZB
660
Zions Bancorporation
Utah
$4.13M +$609K +3,767 +17%
ABC
661
Associated Banc-Corp
Wisconsin
$4.12M +$142K +880 +4%
Kovitz Investment Group Partners
662
Kovitz Investment Group Partners
Illinois
$4.11M -$58.8K -364 -1%
AM
663
Atwater Malick
Pennsylvania
$4.1M +$227K +1,405 +6%
WCA
664
Westover Capital Advisors
Delaware
$4.09M -$110K -679 -3%
Luther King Capital Management (LKCM)
665
Luther King Capital Management (LKCM)
Texas
$4.07M -$30K -186 -0.7%
TPCW
666
TD Private Client Wealth
New York
$4.02M +$1.45M +8,987 +56%
IMRF
667
Illinois Municipal Retirement Fund
Illinois
$4M -$205K -1,270 -5%
ACM
668
Antonetti Capital Management
Florida
$4M -$1.16M -7,210 -23%
GP
669
Greenline Partners
New York
$4M – – –
VWM
670
Valley Wealth Managers
New Jersey
$3.99M -$17.3K -107 -0.4%
GWM
671
GSB Wealth Management
Connecticut
$3.98M -$31.5K -195 -0.8%
API
672
Advisor Partners II
California
$3.98M +$3.98M +24,651 New
KIC
673
Keating Investment Counselors
Florida
$3.94M +$2.42K +15 +0.1%
BSW
674
Buckingham Strategic Wealth
Missouri
$3.92M +$38K +235 +1%
CHC
675
City Holding Co
West Virginia
$3.88M -$60.7K -376 -2%
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