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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 %
PAM
851
Paradigm Asset Management
New York
$2.27M -$16.2K -100 -0.7%
GAMC
852
Garner Asset Management Corp
Texas
$2.27M -$139K -861 -6%
AF
853
Ally Financial
Michigan
$2.26M – – –
APA
854
American Portfolios Advisors
New York
$2.26M -$549K -3,398 -20%
MPPW
855
Mitchell & Pahl Private Wealth
Oklahoma
$2.26M +$11.8K +73 +0.5%
DWA
856
Douglass Winthrop Advisors
New York
$2.26M – – –
BIM
857
Bridges Investment Management
Nebraska
$2.25M -$6.95K -43 -0.3%
GCM
858
Graham Capital Management
Connecticut
$2.24M +$2.24M +13,876 New
PWMG
859
Pinnacle Wealth Management Group
Michigan
$2.24M -$64.1K -397 -3%
HAIM
860
Hunter Associates Investment Management
Pennsylvania
$2.23M +$266K +1,650 +14%
HGWM
861
Horst & Graben Wealth Management
Oregon
$2.22M +$1.62K +10 +0.1%
WAM
862
Wakefield Asset Management
Colorado
$2.22M -$25.5K -158 -1%
BL
863
BFSG LLC
California
$2.21M +$1.29K +8 +0.1%
LNWWM
864
Laird Norton Wetherby Wealth Management
California
$2.2M -$195K -1,210 -8%
WFPG
865
Waller Financial Planning Group
Ohio
$2.2M – – –
SW
866
SkyOak Wealth
Michigan
$2.19M +$9.69K +60 +0.4%
BA
867
Bristlecone Advisors
Washington
$2.18M +$9.85K +61 +0.5%
CCG
868
Chatham Capital Group
Georgia
$2.17M +$409K +2,530 +23%
CCG
869
Cypress Capital Group
Florida
$2.17M +$17.3K +107 +0.8%
TAM
870
Tealwood Asset Management
Minnesota
$2.17M -$22.9K -142 -1%
B
871
Bailard
California
$2.17M +$3.39K +21 +0.2%
FTDI
872
First Trust Direct Indexing
Massachusetts
$2.16M +$29.4K +182 +1%
MCM
873
Mengis Capital Management
Oregon
$2.16M -$270K -1,672 -11%
GT
874
Greenleaf Trust
Michigan
$2.15M +$412K +2,549 +24%
GIA
875
GHP Investment Advisors
Colorado
$2.15M +$80.9K +501 +4%
33 34
35
36 37