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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 %
NHC
801
Nicholas Hoffman & Company
Georgia
$2.93M -$267K -1,534 -8%
MIM
802
Miller Investment Management
Pennsylvania
$2.93M – – –
ICM
803
Intrepid Capital Management
Florida
$2.93M – – –
WBG
804
Wharton Business Group
Pennsylvania
$2.92M +$4.35K +25 +0.1%
BC
805
Burleson & Co
California
$2.92M +$1.37M +7,867 +88%
SLG
806
Stanley-Laman Group
Pennsylvania
$2.91M -$207K -1,188 -7%
SSWM
807
Smith Salley Wealth Management
North Carolina
$2.91M +$64.1K +369 +2%
EWA
808
Exencial Wealth Advisors
Oklahoma
$2.91M +$313K +1,800 +12%
PA
809
PFG Advisors
Arizona
$2.91M +$3.48K +20 +0.1%
Capstone Investment Advisors
810
Capstone Investment Advisors
New York
$2.9M -$789K -4,539 -21%
SCP
811
Shorepoint Capital Partners
Massachusetts
$2.9M +$104K +596 +4%
SS
812
Sunbelt Securities
Texas
$2.88M +$23.3K +134 +0.8%
MNBTD
813
Moody National Bank Trust Division
Texas
$2.87M +$37.6K +216 +1%
AT
814
Arden Trust
Delaware
$2.83M -$178K -1,024 -6%
SC
815
Searle & Co
Connecticut
$2.82M – – –
CAM
816
Cypress Asset Management
Texas
$2.81M -$130K -745 -4%
AAM
817
Auxier Asset Management
Oregon
$2.8M +$174 +1 +0%
KTM
818
Keeler Thomas Management
Utah
$2.79M -$904K -5,198 -24%
MC
819
Moors & Cabot
Massachusetts
$2.78M -$139K -802 -5%
PCIA
820
Prime Capital Investment Advisors
Kansas
$2.78M +$894K +5,144 +48%
OTPPB
821
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.77M +$1.41M +8,103 +103%
CNC
822
Canandaigua National Corp
New York
$2.77M +$145K +833 +6%
CWG
823
Cornerstone Wealth Group
North Carolina
$2.77M +$2.19M +12,580 +377%
SWM
824
Sculati Wealth Management
Michigan
$2.77M -$42.9K -247 -2%
IMCOOI
825
Investment Management Corp of Ontario (IMCO)
Canada
$2.76M +$2.76M +15,875 New
31 32
33
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