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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 %
CPC
776
Consolidated Planning Corp
Georgia
$2.81M +$67K +415 +2%
CSPAM
777
Cary Street Partners Asset Management
Virginia
$2.81M +$931K +5,766 +50%
PFA
778
Pure Financial Advisors
California
$2.8M +$11.5K +71 +0.4%
BHA
779
Beech Hill Advisors
New York
$2.8M -$42K -260 -1%
AT
780
Arden Trust
Delaware
$2.8M -$129K -798 -4%
ATPW
781
Ashton Thomas Private Wealth
Arizona
$2.79M -$136K -842 -5%
AT
782
Arvest Trust
Oklahoma
$2.79M +$1.03M +6,355 +58%
Connor, Clark & Lunn Investment Management (CC&L)
783
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.79M +$2.79M +17,280 New
AF
784
Allworth Financial
California
$2.74M +$74K +458 +3%
FMTCOCP
785
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.74M +$30.7K +190 +1%
DFA
786
DHJJ Financial Advisors
Illinois
$2.73M – – –
CAM
787
Cypress Asset Management
Texas
$2.73M -$40.4K -250 -1%
MIM
788
Miller Investment Management
Pennsylvania
$2.72M – – –
ICM
789
Intrepid Capital Management
Florida
$2.72M – – –
MC
790
Moors & Cabot
Massachusetts
$2.71M -$80.3K -497 -3%
PBC
791
Pavion Blue Capital
California
$2.71M -$27K -167 -1%
WBG
792
Wharton Business Group
Pennsylvania
$2.71M +$57.3K +355 +2%
AWM
793
Avitas Wealth Management
California
$2.71M +$917K +5,678 +51%
PA
794
PFG Advisors
Arizona
$2.7M -$62.3K -386 -2%
MPM
795
Meritage Portfolio Management
Kansas
$2.69M +$160K +993 +6%
LC
796
Legacy CG
Texas
$2.69M +$55.9K +346 +2%
RCM
797
Radnor Capital Management
Pennsylvania
$2.66M +$48.5K +300 +2%
SS
798
Sunbelt Securities
Texas
$2.65M +$46.8K +290 +2%
SSWM
799
Smith Salley Wealth Management
North Carolina
$2.65M +$33.1K +205 +1%
MNBTD
800
Moody National Bank Trust Division
Texas
$2.63M +$315K +1,951 +14%
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