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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 %
CCG
876
Cypress Capital Group
Florida
$2.4M +$68.3K +393 +3%
CCG
877
Chatham Capital Group
Georgia
$2.4M +$67.5K +388 +3%
AMIM
878
Aull & Monroe Investment Management
Alabama
$2.39M -$93K -535 -4%
HGWM
879
Horst & Graben Wealth Management
Oregon
$2.39M +$1.74K +10 +0.1%
BL
880
BFSG LLC
California
$2.38M +$348 +2 +0%
WFPG
881
Waller Financial Planning Group
Ohio
$2.36M – – –
ACA
882
Aptus Capital Advisors
Alabama
$2.36M -$2.54M -14,589 -52%
SSW
883
Stone Summit Wealth
Florida
$2.36M +$109K +625 +5%
MGWM
884
Marks Group Wealth Management
Minnesota
$2.36M +$226K +1,299 +11%
BCM
885
BTC Capital Management
Iowa
$2.35M -$110K -632 -4%
QCM
886
Quantinno Capital Management
New York
$2.35M +$805K +4,633 +52%
C
887
Certuity
Florida
$2.35M -$333K -1,918 -12%
BA
888
Bristlecone Advisors
Washington
$2.34M -$6.43K -37 -0.3%
PWMG
889
Pinnacle Wealth Management Group
Michigan
$2.34M -$67.8K -390 -3%
SW
890
SkyOak Wealth
Michigan
$2.34M -$18.9K -109 -0.8%
GT
891
Greenleaf Trust
Michigan
$2.33M +$14.6K +84 +0.6%
FC
892
Forte Capital
New York
$2.32M +$96.8K +557 +4%
IFWM
893
Institute for Wealth Management
Colorado
$2.3M +$14.8K +85 +0.6%
GWMIA
894
Global Wealth Management Investment Advisory
Florida
$2.29M +$25.7K +148 +1%
ANTB
895
AMG National Trust Bank
Colorado
$2.28M +$13.7K +79 +0.6%
AF
896
Arrow Financial
New York
$2.28M -$4.7K -27 -0.2%
B
897
Bailard
California
$2.28M -$55.3K -318 -2%
TCA
898
Transcend Capital Advisors
New Jersey
$2.27M +$81.7K +470 +4%
TCOV
899
Trust Company of Vermont
Vermont
$2.26M -$27.3K -157 -1%
BTWM
900
Baker Tilly Wealth Management
Wisconsin
$2.26M +$249K +1,433 +12%
34 35
36
37 38