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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 %
HAIM
926
Hunter Associates Investment Management
Pennsylvania
$2.14M -$261K -1,500 -11%
AOI
927
Auto-Owners Insurance
Michigan
$2.14M +$2.14M +12,300 New
WA1
928
Wimmer Associates 1
California
$2.13M +$13K +75 +0.6%
ONB
929
Old National Bancorp
Indiana
$2.13M +$122K +702 +6%
LMKC
930
L.M. Kohn & Company
Ohio
$2.13M +$42.2K +243 +2%
AAM
931
Azzad Asset Management
Virginia
$2.11M +$62.9K +362 +3%
PA
932
Procyon Advisors
Connecticut
$2.11M +$599K +3,448 +40%
CPA
933
Court Place Advisors
Maryland
$2.1M +$695 +4 +0%
NFC
934
Northeast Financial Consultants
Connecticut
$2.09M – – –
GIP
935
Granite Investment Partners
California
$2.09M – – –
DCM
936
Decatur Capital Management
Georgia
$2.09M – – –
PS
937
Pensionfund Sabic
Netherlands
$2.09M – – –
MCIA
938
Mountain Capital Investment Advisors
Colorado
$2.08M +$647K +3,620 +45%
KJWM
939
Kiley Juergens Wealth Management
Washington
$2.08M -$93.2K -536 -4%
CC
940
Cypress Capital
Tennessee
$2.07M +$19.6K +113 +1%
PWM
941
Perigon Wealth Management
California
$2.06M +$937K +5,392 +83%
CB
942
Cooke & Bieler
Pennsylvania
$2.06M -$162K -934 -7%
AIS
943
AM Investment Strategies
Tennessee
$2.06M -$30.8K -177 -1%
GFA
944
Gifford Fong Associates
California
$2.05M – – –
PF
945
Phoenix Financial
Israel
$2.05M -$118K -666 -5%
OIA
946
Optimum Investment Advisors
Illinois
$2.04M -$17.2K -99 -0.8%
CTC
947
Central Trust Company
Missouri
$2.02M +$355K +2,041 +21%
TMAM
948
Tokio Marine Asset Management
Japan
$2.02M +$144K +830 +8%
FMC
949
First Merchants Corp
Indiana
$2.01M +$989K +5,692 +97%
BWM
950
BerganKDV Wealth Management
Minnesota
$2.01M +$1.93M +11,073 +2,351%
36 37
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