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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 %
PNC
701
Park National Corp
Ohio
$3.89M -$143K -820 -4%
H
702
HoyleCohen
California
$3.88M -$54.8K -315 -1%
SSWM
703
Sheets Smith Wealth Management
North Carolina
$3.87M +$52.2K +300 +1%
BCM
704
Brookmont Capital Management
Texas
$3.85M -$109K -628 -3%
SIAP
705
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.83M +$101K +581 +3%
Lido Advisors
706
Lido Advisors
California
$3.82M +$56.5K +325 +2%
V
707
Veritable
Delaware
$3.8M +$118K +679 +3%
AWA
708
Arkadios Wealth Advisors
Georgia
$3.79M -$52.5K -302 -1%
SL
709
Summitry LLC
California
$3.78M +$274K +1,576 +8%
EFI
710
EHP Funds Inc
Canada
$3.73M -$283K -1,630 -7%
PFS
711
Physicians Financial Services
North Carolina
$3.7M -$4.35K -25 -0.1%
AC
712
Arjuna Capital
North Carolina
$3.7M -$1.07M -6,144 -22%
RC
713
Roundview Capital
New Jersey
$3.7M +$23.3K +134 +0.6%
HCM
714
Hodges Capital Management
Texas
$3.69M +$1.8M +10,351 +95%
CRI
715
Commonwealth Retirement Investments
Virginia
$3.69M +$3.69M +21,219 New
LTI
716
Laffer Tengler Investments
Tennessee
$3.66M +$1.09M +6,272 +42%
Jane Street
717
Jane Street
New York
$3.64M -$29.2M -167,738 -89%
EA
718
Ellsworth Advisors
Ohio
$3.64M +$109K +615 +3%
FCH
719
Freestone Capital Holdings
Washington
$3.63M -$2.26K -13 -0.1%
IC
720
IEQ Capital
California
$3.63M -$1.21M -6,961 -25%
Acadian Asset Management
721
Acadian Asset Management
Massachusetts
$3.62M +$534K +3,074 +17%
BIAS
722
Beacon Investment Advisory Services
New Jersey
$3.61M -$223K -1,280 -6%
APWM
723
Argonautica Private Wealth Management
Massachusetts
$3.6M +$3.6M +20,736 New
PI
724
Putnam Investments
Massachusetts
$3.6M -$81.5K -469 -2%
CIM
725
Chapman Investment Management
California
$3.59M -$948K -5,454 -21%
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