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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 %
BFW
676
Brady Family Wealth
Missouri
$4.15M +$4.15M +23,876 New
SIA
677
Soltis Investment Advisors
Utah
$4.14M +$571K +3,287 +16%
SC
678
Sawyer & Company
Massachusetts
$4.14M +$14.8K +85 +0.4%
VVP
679
Venture Visionary Partners
Ohio
$4.14M +$582K +3,346 +16%
Kovitz Investment Group Partners
680
Kovitz Investment Group Partners
Illinois
$4.11M -$309K -1,775 -7%
BHC
681
Bowen Hanes & Co
Florida
$4.1M +$278K +1,600 +7%
CHC
682
City Holding Co
West Virginia
$4.1M -$69.5K -400 -2%
BWL
683
Bogart Wealth LLC
Virginia
$4.1M +$1.9M +10,920 +86%
WAS
684
Wealth Advisory Solutions
Indiana
$4.09M +$132K +759 +3%
HCA
685
Horan Capital Advisors
Ohio
$4.08M +$63.6K +366 +2%
NSAM
686
North Star Asset Management
Wisconsin
$4.07M +$150K +865 +4%
LRPA
687
L. Roy Papp & Associates
Arizona
$4.07M -$25.4K -146 -0.6%
BBVA
688
Banco Bilbao Vizcaya Argentaria
Spain
$4.06M -$3.71M -21,306 -48%
BFG
689
Bleakley Financial Group
New Jersey
$4.03M +$4.03M +23,188 New
ACIM
690
Azimuth Capital Investment Management
Michigan
$4.03M -$21.7K -125 -0.5%
LWANC
691
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.01M -$6.43K -37 -0.2%
MWM
692
Madison Wealth Management
Ohio
$3.98M +$113K +651 +3%
TFG
693
Tilson Financial Group
New Jersey
$3.98M +$3.98M +22,894 New
O
694
Ossiam
France
$3.98M -$563K -3,240 -12%
NMIMC
695
Northwestern Mutual Investment Management Company
Wisconsin
$3.98M -$749K -4,308 -16%
GWM
696
GSB Wealth Management
Connecticut
$3.93M -$356K -2,046 -8%
B
697
Bridgeworth
Alabama
$3.93M +$4K +23 +0.1%
ACM
698
Antonetti Capital Management
Florida
$3.92M -$382K -2,200 -9%
HI
699
Horizon Investments
North Carolina
$3.92M -$3.35M -19,272 -46%
GP
700
Girard Partners
Pennsylvania
$3.9M +$247K +1,421 +7%
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