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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 %
AssetMark Inc
726
AssetMark Inc
California
$3.31M +$733K +4,536 +28%
BOTW
727
Bank of the West
California
$3.31M +$251K +1,557 +8%
VWMG
728
Virginia Wealth Management Group
Virginia
$3.3M +$1.02M +6,320 +45%
VVP
729
Venture Visionary Partners
Ohio
$3.3M +$324K +2,008 +11%
SFA
730
Sequoia Financial Advisors
Ohio
$3.28M -$325K -2,012 -9%
SL
731
Summitry LLC
California
$3.26M +$215K +1,331 +7%
FWIA
732
Fort Washington Investment Advisors
Ohio
$3.24M -$398K -2,463 -11%
PAM
733
Palisade Asset Management
Minnesota
$3.23M -$1.94K -12 -0.1%
AAMA
734
Advanced Asset Management Advisors
Ohio
$3.23M – – –
Bessemer Group
735
Bessemer Group
New Jersey
$3.23M -$185K -1,142 -5%
VNIM
736
Vaughan Nelson Investment Management
Texas
$3.23M – – –
EA
737
Ellsworth Advisors
Ohio
$3.23M +$87.6K +542 +3%
CC
738
Courier Capital
New York
$3.2M -$64.3K -398 -2%
IMOV
739
Investment Management of Virginia
Virginia
$3.2M -$5.65K -35 -0.2%
PT
740
Plimoth Trust
Massachusetts
$3.2M -$12.9K -80 -0.4%
MIAN
741
Mariner Independent Advisor Network
Kansas
$3.19M -$50.4K -312 -2%
SCA
742
Snowden Capital Advisors
New York
$3.18M -$214K -1,322 -6%
PA
743
Parallel Advisors
California
$3.14M +$52.8K +327 +2%
HT
744
Heritage Trust
Oklahoma
$3.13M +$4.2K +26 +0.1%
CSPIA
745
Cary Street Partners Investment Advisory
Virginia
$3.13M +$213K +1,316 +7%
PWMAG
746
Pinnacle Wealth Management Advisory Group
New Jersey
$3.13M -$293K -1,816 -9%
MWM
747
Marietta Wealth Management
Georgia
$3.12M +$123K +761 +4%
SDIC
748
South Dakota Investment Council
South Dakota
$3.12M – – –
OPTFSNA
749
Old Point Trust & Financial Services N A
Virginia
$3.11M -$127K -787 -4%
EP
750
Eudaimonia Partners
Tennessee
$3.11M -$712K -4,410 -19%
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