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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 %
WTC
826
WhitTier Trust Company
Nevada
$2.44M +$219K +1,358 +10%
MBTD
827
Mechanics Bank - Trust Department
California
$2.44M +$35.7K +221 +1%
SIC
828
Shoker Investment Counsel
Ohio
$2.43M +$93.7K +580 +4%
SCM
829
Schnieders Capital Management
California
$2.43M +$296K +1,835 +14%
LNC
830
Lincoln National Corp
Pennsylvania
$2.43M +$10.5K +65 +0.4%
MYLI
831
Meiji Yasuda Life Insurance
Japan
$2.42M +$312K +1,929 +15%
BE
832
Bonness Enterprises
District of Columbia
$2.42M – – –
EWA
833
Exencial Wealth Advisors
Oklahoma
$2.41M +$104K +643 +4%
MME
834
Meag Munich Ergo
Germany
$2.41M +$925K +5,728 +62%
EF
835
Exeter Financial
Arizona
$2.4M +$52.8K +327 +2%
LTI
836
Laffer Tengler Investments
Tennessee
$2.39M +$255K +1,577 +12%
CIA
837
Cohen Investment Advisors
New Hampshire
$2.36M -$23.3K -144 -1%
TC
838
Truvestments Capital
Florida
$2.36M +$112K +691 +5%
UAS
839
United Asset Strategies
New York
$2.35M +$34.6K +214 +1%
BP
840
Ballentine Partners
Massachusetts
$2.34M +$149K +921 +7%
TCOT
841
Trust Company of Toledo
Ohio
$2.33M -$5.81K -36 -0.2%
ACM
842
Alta Capital Management
Utah
$2.33M -$461K -2,858 -17%
ASI
843
Advisory Services & Investments
Oregon
$2.33M +$4.52K +28 +0.2%
CIAS
844
Capital Investment Advisory Services
North Carolina
$2.32M +$51.4K +318 +2%
KFP
845
KMG Fiduciary Partners
Ohio
$2.31M +$183K +1,130 +9%
AMIM
846
Aull & Monroe Investment Management
Alabama
$2.31M -$80.8K -500 -3%
SC
847
Skylands Capital
Wisconsin
$2.31M -$679K -4,200 -23%
SCA
848
Stonebridge Capital Advisors
Minnesota
$2.31M -$25K -155 -1%
BCM
849
BTC Capital Management
Iowa
$2.29M +$349K +2,159 +18%
RT
850
Rockland Trust
Massachusetts
$2.29M +$5.17K +32 +0.2%
32 33
34
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