UPS icon

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 %
AC
876
Addison Capital
Pennsylvania
$2.14M +$4.36K +27 +0.2%
PRS
877
Pinkerton Retirement Specialists
Idaho
$2.14M -$260K -1,609 -11%
CWM
878
Cordatus Wealth Management
Pennsylvania
$2.13M +$42.3K +262 +2%
WB
879
WesBanco Bank
West Virginia
$2.13M -$7.92M -49,031 -79%
TCOV
880
Trust Company of Vermont
Vermont
$2.13M +$164K +1,017 +8%
IFWM
881
Institute for Wealth Management
Colorado
$2.12M -$2.58K -16 -0.1%
AF
882
Arrow Financial
New York
$2.12M – – –
GWMIA
883
Global Wealth Management Investment Advisory
Florida
$2.11M +$43.5K +269 +2%
ANTB
884
AMG National Trust Bank
Colorado
$2.11M +$751K +4,651 +55%
SSW
885
Stone Summit Wealth
Florida
$2.09M +$49.3K +305 +2%
CT
886
Chicago Trust
Illinois
$2.08M -$64.9K -402 -3%
AWE
887
Avidian Wealth Enterprises
Texas
$2.08M -$16.3K -101 -0.8%
GC
888
Globeflex Capital
California
$2.07M +$2.07M +12,828 New
CB
889
Cooke & Bieler
Pennsylvania
$2.07M -$64.6K -400 -3%
FC
890
Forte Capital
New York
$2.06M -$55.4K -343 -3%
PF
891
Phoenix Financial
Israel
$2.06M +$112K +668 +6%
WA1
892
Wimmer Associates 1
California
$2.05M -$234K -1,393 -10%
BWL
893
Bogart Wealth LLC
Virginia
$2.05M +$2.01M +12,450 +6,014%
SP
894
SWS Partners
Ohio
$2.04M +$62K +384 +3%
TCA
895
Transcend Capital Advisors
New Jersey
$2.04M +$151K +932 +8%
IAN
896
Integrated Advisors Network
Texas
$2.03M -$372K -2,302 -16%
BG
897
Benedetti & Gucer
Georgia
$2.02M – – –
HCM
898
Howland Capital Management
Massachusetts
$2.02M +$128K +792 +7%
KJWM
899
Kiley Juergens Wealth Management
Washington
$2.02M -$17.3K -107 -0.9%
MCM
900
Mill Capital Management
North Carolina
$2.01M -$48.5K -300 -2%
34 35
36
37 38