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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 %
PCTC
726
Perkins Coie Trust Company
Washington
$3.59M +$12K +69 +0.3%
VNIM
727
Vaughan Nelson Investment Management
Texas
$3.57M +$99.9K +575 +3%
VT
728
Vise Technologies
New York
$3.57M +$449K +2,580 +14%
OQS
729
Occudo Quantitative Strategies
Florida
$3.56M +$3.56M +20,485 New
AAA
730
Adams Asset Advisors
Texas
$3.55M -$376K -2,161 -10%
HT
731
Heritage Trust
Oklahoma
$3.54M +$170K +977 +5%
FIA
732
Foundations Investment Advisors
Arizona
$3.54M +$2.19M +12,578 +162%
VCA
733
Verdence Capital Advisors
Maryland
$3.53M -$48.3K -278 -1%
BOTW
734
Bank of the West
California
$3.51M -$49.9K -287 -1%
GP
735
Greenline Partners
New York
$3.5M -$804K -4,623 -19%
CC
736
Courier Capital
New York
$3.49M +$42.6K +245 +1%
FWIA
737
Fort Washington Investment Advisors
Ohio
$3.49M – – –
CCM
738
Cox Capital Management
Massachusetts
$3.49M -$210K -1,210 -6%
PAM
739
Palisade Asset Management
Minnesota
$3.48M +$2.09K +12 +0.1%
AAMA
740
Advanced Asset Management Advisors
Ohio
$3.48M – – –
SAM
741
Silverhawk Asset Management
Arizona
$3.48M +$1.74M +10,000 +100%
VWMG
742
Virginia Wealth Management Group
Virginia
$3.47M -$89.7K -516 -3%
MCM
743
Monument Capital Management
Virginia
$3.46M -$236K -1,358 -6%
AWM
744
Avitas Wealth Management
California
$3.43M +$513K +2,951 +18%
NERM
745
New England Research & Management
Illinois
$3.43M +$635K +3,650 +23%
IMOV
746
Investment Management of Virginia
Virginia
$3.41M -$30.6K -176 -0.9%
MGP
747
Metis Global Partners
California
$3.41M +$1.53M +8,795 +81%
PA
748
Parallel Advisors
California
$3.41M +$26.4K +152 +0.8%
Bessemer Group
749
Bessemer Group
New Jersey
$3.39M -$82.1K -472 -2%
MWM
750
Marietta Wealth Management
Georgia
$3.39M +$27.3K +157 +0.8%
28 29
30
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