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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 %
ACM
851
Alta Capital Management
Utah
$2.59M +$73.7K +424 +3%
MBTD
852
Mechanics Bank - Trust Department
California
$2.58M -$36K -207 -1%
CIA
853
Cohen Investment Advisors
New Hampshire
$2.55M +$17.9K +103 +0.7%
MYLI
854
Meiji Yasuda Life Insurance
Japan
$2.55M -$52.1K -300 -2%
PRS
855
Pinkerton Retirement Specialists
Idaho
$2.54M +$239K +1,376 +10%
TC
856
Truvestments Capital
Florida
$2.53M -$8.52K -49 -0.3%
AAM
857
Arabesque Asset Management
United Kingdom
$2.51M +$2.51M +14,423 New
SP
858
SWS Partners
Ohio
$2.5M +$304K +1,749 +14%
BP
859
Ballentine Partners
Massachusetts
$2.49M -$25.9K -149 -1%
ASI
860
Advisory Services & Investments
Oregon
$2.49M -$11.5K -66 -0.5%
TRCT
861
Tower Research Capital (TRC)
New York
$2.48M -$8.07M -46,399 -76%
LNWWM
862
Laird Norton Wetherby Wealth Management
California
$2.48M +$110K +632 +5%
FDS
863
First Dallas Securities
Texas
$2.47M +$666K +3,831 +37%
GIA
864
GHP Investment Advisors
Colorado
$2.47M +$152K +873 +7%
IBOK
865
Independence Bank of Kentucky
Kentucky
$2.45M +$333K +1,916 +16%
SC
866
Skylands Capital
Wisconsin
$2.45M -$34.8K -200 -1%
GAMC
867
Garner Asset Management Corp
Texas
$2.44M -$174 -1 -0%
AC
868
Addison Capital
Pennsylvania
$2.44M +$131K +754 +6%
AF
869
Ally Financial
Michigan
$2.43M – – –
MPPW
870
Mitchell & Pahl Private Wealth
Oklahoma
$2.43M -$2.61K -15 -0.1%
DWA
871
Douglass Winthrop Advisors
New York
$2.43M – – –
4WM
872
44 Wealth Management
Oregon
$2.42M +$422K +2,428 +21%
OPS
873
Orion Portfolio Solutions
Nebraska
$2.41M +$407K +2,339 +20%
RT
874
Rockland Trust
Massachusetts
$2.41M -$54.4K -313 -2%
FTDI
875
First Trust Direct Indexing
Massachusetts
$2.41M +$80.1K +461 +3%
33 34
35
36 37