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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 %
AHC
751
Anderson Hoagland & Co
Missouri
$3.38M – – –
PT
752
Plimoth Trust
Massachusetts
$3.37M -$71.1K -409 -2%
CSPIA
753
Cary Street Partners Investment Advisory
Virginia
$3.36M -$10.3K -59 -0.3%
SDIC
754
South Dakota Investment Council
South Dakota
$3.35M – – –
OPTFSNA
755
Old Point Trust & Financial Services N A
Virginia
$3.34M -$8.69K -50 -0.3%
EF
756
Empirical Finance
Pennsylvania
$3.33M +$269K +1,550 +9%
PGAM
757
Princeton Global Asset Management
New Jersey
$3.33M +$42.4K +244 +1%
MCAI
758
Members Capital Advisors Inc
Wisconsin
$3.32M – – –
PWMAG
759
Pinnacle Wealth Management Advisory Group
New Jersey
$3.31M -$54.2K -312 -2%
JWWM
760
Johnson & White Wealth Management
Pennsylvania
$3.31M +$3.31M +122,695 New
HCM
761
Hudson Capital Management
New Jersey
$3.3M +$2.77M +15,911 +519%
CCMINC
762
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.27M -$11.3K -65 -0.3%
PAG
763
Private Advisor Group
New Jersey
$3.27M -$8.59K -254 -0.3%
MWM
764
Marion Wealth Management
Pennsylvania
$3.25M +$174 +1 +0%
TLCM
765
Twin Lakes Capital Management
California
$3.25M +$24.2K +139 +0.7%
SLI
766
Sumitomo Life Insurance
Japan
$3.24M -$26.2K -151 -0.8%
HSA
767
Hussman Strategic Advisors
Maryland
$3.23M +$539K +3,100 +20%
CPC
768
Consolidated Planning Corp
Georgia
$3.23M +$203K +1,166 +7%
SCA
769
Snowden Capital Advisors
New York
$3.2M -$222K -1,276 -6%
EP
770
Eudaimonia Partners
Tennessee
$3.19M -$156K -895 -5%
SWMG
771
Signature Wealth Management Group
Georgia
$3.19M +$81.7K +470 +3%
APC
772
Aspire Private Capital
North Carolina
$3.19M +$695 +4 +0%
BIM
773
Bridges Investment Management
Nebraska
$3.19M +$769K +4,421 +32%
CSPAM
774
Cary Street Partners Asset Management
Virginia
$3.18M +$164K +945 +5%
MA
775
Montag & Associates
Georgia
$3.18M -$149K -855 -4%
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