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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 %
WS
776
Wedbush Securities
California
$3.17M +$85.9K +494 +3%
FA
777
Fortis Advisors
Pennsylvania
$3.16M +$1.22K +7 +0%
FC
778
FORA Capital
Florida
$3.15M +$3.15M +18,129 New
AT
779
Arvest Trust
Oklahoma
$3.15M +$146K +839 +5%
BAM
780
Boyar Asset Management
New York
$3.15M -$52K -299 -2%
KA
781
Kintegral Advisory
New York
$3.14M -$709K -4,079 -18%
SA
782
Strategic Advisors
New York
$3.1M -$182K -1,046 -6%
TF
783
TIAA FSB
Florida
$3.09M -$48.3K -278 -2%
Nomura Holdings
784
Nomura Holdings
Japan
$3.08M +$3.08M +17,629 New
MP
785
McDonald Partners
Ohio
$3.06M +$33.6K +193 +1%
RCM
786
Radnor Capital Management
Pennsylvania
$3.05M +$18.4K +100 +0.6%
KGC
787
Kennon-Green & Company
Ohio
$3.04M +$3.04M +17,505 New
OHWP
788
Oak Harbor Wealth Partners
North Carolina
$3.03M -$8.17K -47 -0.3%
MPM
789
Meritage Portfolio Management
Kansas
$3.03M +$136K +782 +5%
PFA
790
Pure Financial Advisors
California
$3.01M +$2.26K +13 +0.1%
UAS
791
United Asset Strategies
New York
$3.01M +$483K +2,779 +19%
BHA
792
Beech Hill Advisors
New York
$3.01M -$1.91K -11 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
793
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3M -$26.4M -151,930 -90%
LC
794
Legacy CG
Texas
$2.99M +$103K +593 +4%
PBC
795
Pavion Blue Capital
California
$2.98M +$57.4K +330 +2%
FMTCOCP
796
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.97M +$23.3K +134 +0.8%
KFP
797
KMG Fiduciary Partners
Ohio
$2.97M +$478K +2,747 +19%
SG Americas Securities
798
SG Americas Securities
New York
$2.97M -$2.22M -12,752 -43%
MOS
799
MGO One Seven
Ohio
$2.94M -$18.9K -109 -0.6%
DFA
800
DHJJ Financial Advisors
Illinois
$2.94M – – –
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