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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 %
MCM
901
Mengis Capital Management
Oregon
$2.25M -$77K -443 -3%
BPC
902
Banque Pictet & Cie
Switzerland
$2.25M +$113K +650 +5%
PMG
903
ProVise Management Group
Florida
$2.24M +$848K +4,876 +61%
IAN
904
Integrated Advisors Network
Texas
$2.24M +$58.8K +338 +3%
CHJWM
905
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.24M +$24.9K +137 +1%
TAM
906
Tealwood Asset Management
Minnesota
$2.23M -$94.7K -545 -4%
Verition Fund Management
907
Verition Fund Management
Connecticut
$2.22M -$2.46M -14,163 -53%
RPC
908
Rossmore Private Capital
Connecticut
$2.22M +$112K +644 +5%
AWE
909
Avidian Wealth Enterprises
Texas
$2.21M -$19.1K -110 -0.9%
BFS
910
Bradley Foster & Sargent
Connecticut
$2.21M +$218K +1,256 +11%
IAG
911
Investmark Advisory Group
Connecticut
$2.2M +$182K +1,047 +9%
EIP
912
Easterly Investment Partners
Massachusetts
$2.2M +$746K +4,294 +51%
NWM
913
Northcape Wealth Management
New York
$2.19M -$434K -2,498 -17%
GG
914
Gofen & Glossberg
Illinois
$2.18M +$386K +2,223 +21%
BG
915
Benedetti & Gucer
Georgia
$2.18M +$174 +1 +0%
IA
916
IFP Advisors
Florida
$2.17M -$190K -1,599 -8%
JA
917
JLB & Associates
Michigan
$2.17M +$111K +639 +5%
DI
918
DFPG Investments
Utah
$2.17M +$2.17M +11,896 New
HCM
919
Howland Capital Management
Massachusetts
$2.17M -$8.69K -50 -0.4%
DAS
920
Dynamic Advisor Solutions
Arizona
$2.17M +$184K +1,061 +9%
MCM
921
Mill Capital Management
North Carolina
$2.16M -$174 -1 -0%
GJIC
922
Gamble Jones Investment Counsel
California
$2.16M – – –
RBA
923
Richard Bernstein Advisors
New York
$2.15M -$4.33M -24,933 -67%
AIM
924
ARK Investment Management
Florida
$2.15M +$6.08K +35 +0.3%
SCM
925
Sterneck Capital Management
Missouri
$2.14M -$6.26K -36 -0.3%
35 36
37
38 39