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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 %
EM
926
Excalibur Management
Massachusetts
$1.88M +$3.56K +22 +0.2%
BTWM
927
Baker Tilly Wealth Management
Wisconsin
$1.87M -$26.3K -163 -1%
ONB
928
Old National Bancorp
Indiana
$1.87M -$543K -3,362 -23%
OPS
929
Orion Portfolio Solutions
Nebraska
$1.86M +$698K +4,322 +60%
4WM
930
44 Wealth Management
Oregon
$1.86M +$272K +1,684 +17%
BFS
931
Bradley Foster & Sargent
Connecticut
$1.85M +$159K +985 +9%
HAM
932
Hedges Asset Management
Nevada
$1.85M – – –
DAS
933
Dynamic Advisor Solutions
Arizona
$1.84M +$51.1K +316 +3%
P
934
Pitcairn
Pennsylvania
$1.83M +$254K +1,573 +16%
QP
935
Quilter Plc
United Kingdom
$1.83M – – –
AWM
936
Apollon Wealth Management
South Carolina
$1.82M +$216K +1,340 +14%
GF
937
Gabelli Funds
New York
$1.81M -$4.04K -25 -0.2%
CWM
938
CIBC World Markets
New York
$1.79M -$8.44M -52,266 -82%
PPWP
939
Proquility Private Wealth Partners
Nevada
$1.79M +$55.9K +346 +3%
RHDIC
940
R.H. Dinel Investment Counsel
California
$1.78M – – –
NRS
941
Neville Rodie & Shaw
New York
$1.77M -$32.3K -200 -2%
HCM
942
Hodges Capital Management
Texas
$1.76M +$481K +2,978 +38%
MGP
943
Metis Global Partners
California
$1.75M -$12.3K -76 -0.7%
FMWA
944
Forvis Mazars Wealth Advisors
Missouri
$1.75M +$22.5K +139 +1%
CL
945
CPWM LLC
Washington
$1.75M -$669K -4,144 -28%
PCIA
946
Prime Capital Investment Advisors
Kansas
$1.75M +$918K +5,682 +111%
PFA
947
Pathway Financial Advisors
Vermont
$1.75M – – –
GWCM
948
Godshalk Welsh Capital Management
Pennsylvania
$1.74M +$10.3K +64 +0.6%
TMAM
949
Tokio Marine Asset Management
Japan
$1.74M +$209K +1,295 +14%
CIP
950
Cornerstone Investment Partners
Georgia
$1.74M – – –
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