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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 %
AWAG
676
ARS Wealth Advisors Group
Florida
$3.85M +$171K +1,060 +5%
AC
677
Allstate Corporation
Illinois
$3.85M +$140K +868 +4%
SC
678
Sawyer & Company
Massachusetts
$3.83M -$485 -3 -0%
LRPA
679
L. Roy Papp & Associates
Arizona
$3.8M +$485 +3 +0%
VFA
680
Valeo Financial Advisors
Indiana
$3.78M +$5.66K +35 +0.1%
ACIM
681
Azimuth Capital Investment Management
Michigan
$3.76M -$98.1K -607 -3%
NIC
682
Northwest Investment Counselors
Oregon
$3.76M -$68.2K -422 -2%
PNC
683
Park National Corp
Ohio
$3.75M -$48.8K -302 -1%
CIC
684
Carnegie Investment Counsel
Ohio
$3.75M +$1.04M +6,420 +38%
LWANC
685
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.73M -$15.8K -98 -0.4%
HCA
686
Horan Capital Advisors
Ohio
$3.73M +$114K +708 +3%
EFI
687
EHP Funds Inc
Canada
$3.73M +$1.06M +6,570 +40%
NC
688
NewSquare Capital
Pennsylvania
$3.69M +$240K +1,484 +7%
WAS
689
Wealth Advisory Solutions
Indiana
$3.68M -$58K -359 -2%
BCM
690
Brookmont Capital Management
Texas
$3.68M +$256K +1,587 +7%
H
691
HoyleCohen
California
$3.66M -$126K -780 -3%
BCFS
692
Butensky & Cohen Financial Security
Florida
$3.66M +$322K +1,996 +10%
AAA
693
Adams Asset Advisors
Texas
$3.65M +$81.4K +504 +2%
TI
694
Trexquant Investment
Connecticut
$3.65M +$3.65M +22,580 New
NSAM
695
North Star Asset Management
Wisconsin
$3.65M -$124K -769 -3%
B
696
Bridgeworth
Alabama
$3.65M +$7.92K +49 +0.2%
FI
697
Fosun International
China
$3.61M -$899K -5,561 -20%
MWM
698
Madison Wealth Management
Ohio
$3.6M +$163K +1,011 +5%
FVWA
699
Foster Victor Wealth Advisors
South Carolina
$3.6M +$410K +2,475 +13%
KA
700
Kintegral Advisory
New York
$3.58M – – –
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