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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 %
CHJWM
901
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.01M -$19.7K -119 -1%
GJIC
902
Gamble Jones Investment Counsel
California
$2.01M – – –
SCM
903
Sterneck Capital Management
Missouri
$2M +$4.04K +25 +0.2%
AIM
904
ARK Investment Management
Florida
$1.99M -$615K -3,804 -24%
BPC
905
Banque Pictet & Cie
Switzerland
$1.98M +$1.23M +7,593 +162%
MGWM
906
Marks Group Wealth Management
Minnesota
$1.98M +$265K +1,643 +15%
IBOK
907
Independence Bank of Kentucky
Kentucky
$1.97M +$120K +740 +6%
RPC
908
Rossmore Private Capital
Connecticut
$1.96M +$84.8K +525 +5%
CPA
909
Court Place Advisors
Maryland
$1.95M -$25K -155 -1%
NFC
910
Northeast Financial Consultants
Connecticut
$1.95M +$10.5K +65 +0.5%
GIP
911
Granite Investment Partners
California
$1.95M -$8.08K -50 -0.4%
DCM
912
Decatur Capital Management
Georgia
$1.94M -$162 -1 -0%
AIS
913
AM Investment Strategies
Tennessee
$1.94M +$33.9K +210 +2%
PS
914
Pensionfund Sabic
Netherlands
$1.94M – – –
LMKC
915
L.M. Kohn & Company
Ohio
$1.94M -$110K -681 -5%
PAS
916
Park Avenue Securities
New York
$1.93M -$95.2K -589 -5%
JA
917
JLB & Associates
Michigan
$1.92M +$71.9K +445 +4%
OIA
918
Optimum Investment Advisors
Illinois
$1.91M +$27.3K +169 +1%
CC
919
Cypress Capital
Tennessee
$1.91M +$31K +192 +2%
GFA
920
Gifford Fong Associates
California
$1.91M – – –
AAM
921
Azzad Asset Management
Virginia
$1.9M +$49.8K +309 +3%
CF
922
Copperwynd Financial
Arizona
$1.9M +$36.2K +224 +2%
LIM
923
Loudon Investment Management
New Hampshire
$1.9M +$16.2K +100 +0.9%
AWA
924
Arete Wealth Advisors
Illinois
$1.89M -$4.08M -25,271 -68%
IAG
925
Investmark Advisory Group
Connecticut
$1.88M +$126K +780 +7%
35 36
37
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