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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 %
BMA
826
Brooks Moore & Associates
Tennessee
$2.76M +$122K +700 +5%
AF
827
Allworth Financial
California
$2.74M -$206K -1,184 -7%
SAM
828
Silvercrest Asset Management
New York
$2.74M -$6.78K -39 -0.2%
JCM
829
Jacobi Capital Management
Pennsylvania
$2.73M +$38.6K +222 +1%
BHPW
830
Beverly Hills Private Wealth
California
$2.73M +$2.73M +15,720 New
MCM
831
Monarch Capital Management
Indiana
$2.73M +$1.04K +6 +0%
FB
832
Fulton Bank
Pennsylvania
$2.73M -$92.1K -530 -3%
ZIG
833
Zullo Investment Group
Pennsylvania
$2.7M +$11.1K +64 +0.4%
EWA
834
EP Wealth Advisors
California
$2.7M -$69K -397 -2%
CIAS
835
Capital Investment Advisory Services
North Carolina
$2.7M +$205K +1,178 +8%
PFA
836
Pathway Financial Advisers
Indiana
$2.69M +$2.69M +15,459 New
RCAG
837
Rehmann Capital Advisory Group
Michigan
$2.68M -$74.1K -426 -3%
SCP
838
Stamos Capital Partners
California
$2.67M +$2.03M +11,660 +316%
LNC
839
Lincoln National Corp
Pennsylvania
$2.66M +$51.8K +298 +2%
SC
840
SouthState Corp
Florida
$2.66M -$115K -660 -4%
SCM
841
Schnieders Capital Management
California
$2.65M +$35.6K +205 +1%
ACM
842
Advisors Capital Management
New Jersey
$2.65M +$2.1M +12,089 +383%
CRIG
843
Charter Research & Investment Group
Connecticut
$2.65M -$47.8K -275 -2%
SIC
844
Shoker Investment Counsel
Ohio
$2.65M +$28.7K +165 +1%
HIM
845
Harbour Investment Management
Washington
$2.64M – – –
WTC
846
WhitTier Trust Company
Nevada
$2.64M +$16.9K +97 +0.6%
GVAG
847
Great Valley Advisor Group
Delaware
$2.63M -$175K -1,009 -6%
EF
848
Exeter Financial
Arizona
$2.6M +$18.9K +109 +0.7%
SCA
849
Stonebridge Capital Advisors
Minnesota
$2.6M +$121K +695 +5%
BE
850
Bonness Enterprises
District of Columbia
$2.6M – – –
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