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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 %
AWA
701
Arkadios Wealth Advisors
Georgia
$3.57M +$77.4K +479 +2%
BIAS
702
Beacon Investment Advisory Services
New Jersey
$3.56M -$437K -2,706 -11%
BHC
703
Bowen Hanes & Co
Florida
$3.55M -$2.1K -13 -0.1%
MAM
704
Meeder Asset Management
Ohio
$3.55M +$1.63M +10,085 +85%
SSWM
705
Sheets Smith Wealth Management
North Carolina
$3.54M +$96.9K +600 +3%
S
706
Surevest
California
$3.51M +$22.6K +140 +0.6%
Lido Advisors
707
Lido Advisors
California
$3.49M +$347K +2,146 +11%
SIAP
708
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.46M +$6.62K +41 +0.2%
PFS
709
Physicians Financial Services
North Carolina
$3.45M -$80.5K -498 -2%
KTM
710
Keeler Thomas Management
Utah
$3.44M +$1.57M +9,718 +84%
MCM
711
Monument Capital Management
Virginia
$3.43M +$611K +3,783 +22%
CCM
712
Cox Capital Management
Massachusetts
$3.43M +$1.47M +9,130 +75%
PI
713
Putnam Investments
Massachusetts
$3.43M +$2.94M +18,216 +610%
Capstone Investment Advisors
714
Capstone Investment Advisors
New York
$3.42M +$2.76M +17,074 +415%
V
715
Veritable
Delaware
$3.42M -$300K -1,859 -8%
RC
716
Roundview Capital
New Jersey
$3.42M +$56.4K +349 +2%
BFA
717
Bragg Financial Advisors
North Carolina
$3.41M +$523K +3,238 +18%
GP
718
Girard Partners
Pennsylvania
$3.39M -$34.2K -212 -1%
ECM
719
Everence Capital Management
Indiana
$3.38M – – –
FCH
720
Freestone Capital Holdings
Washington
$3.38M -$270K -1,673 -7%
HWM
721
HB Wealth Management
Georgia
$3.35M -$1M -6,217 -23%
PCM
722
Palouse Capital Management
Washington
$3.34M -$231K -1,427 -6%
VCA
723
Verdence Capital Advisors
Maryland
$3.33M +$107K +665 +3%
PCTC
724
Perkins Coie Trust Company
Washington
$3.32M -$42K -260 -1%
SIA
725
Soltis Investment Advisors
Utah
$3.32M +$1.4M +8,687 +73%
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