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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 %
PCM
651
Princeton Capital Management
New Jersey
$4.51M -$383K -2,203 -8%
BMC
652
Benin Management Corp
Connecticut
$4.51M +$61.7K +355 +1%
ZB
653
Zions Bancorporation
Utah
$4.5M +$56.3K +324 +1%
SAM
654
Shell Asset Management
Netherlands
$4.5M -$992K -5,709 -18%
LG
655
Leuthold Group
Minnesota
$4.46M -$138K -796 -3%
CIC
656
Carnegie Investment Counsel
Ohio
$4.45M +$417K +2,399 +10%
VDI
657
Vaughan David Investments
Illinois
$4.45M – – –
NIC
658
Northwest Investment Counselors
Oregon
$4.42M +$376K +2,164 +9%
WCA
659
Westover Capital Advisors
Delaware
$4.42M +$17.7K +102 +0.4%
VFA
660
Valeo Financial Advisors
Indiana
$4.41M +$338K +1,943 +8%
Luther King Capital Management (LKCM)
661
Luther King Capital Management (LKCM)
Texas
$4.39M +$18.9K +109 +0.4%
ATPW
662
Ashton Thomas Private Wealth
Arizona
$4.39M +$1.38M +7,964 +46%
VI
663
Vestcor Inc
New Brunswick, Canada
$4.35M -$733K -4,217 -14%
VWM
664
Valley Wealth Managers
New Jersey
$4.34M +$48.2K +277 +1%
III
665
Independent Investors Inc
New York
$4.31M -$174K -1,000 -4%
AWAG
666
ARS Wealth Advisors Group
Florida
$4.31M +$170K +976 +4%
NC
667
NewSquare Capital
Pennsylvania
$4.31M +$344K +1,980 +9%
IMRF
668
Illinois Municipal Retirement Fund
Illinois
$4.31M – – –
BCFS
669
Butensky & Cohen Financial Security
Florida
$4.3M +$364K +2,094 +9%
BSW
670
Buckingham Strategic Wealth
Missouri
$4.27M +$42.8K +246 +1%
Citadel Advisors
671
Citadel Advisors
Florida
$4.25M -$33M -189,576 -89%
FI
672
Fosun International
China
$4.23M +$352K +2,022 +9%
FVWA
673
Foster Victor Wealth Advisors
South Carolina
$4.22M +$334K +1,869 +9%
BFA
674
Bragg Financial Advisors
North Carolina
$4.19M +$523K +3,011 +14%
CS
675
Comerica Securities
Michigan
$4.15M -$585K -3,365 -12%
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