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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 %
PTC
951
Private Trust Company
Ohio
$1.74M +$27.9K +173 +2%
DRS
952
Deane Retirement Strategies
Louisiana
$1.74M +$49.5K +306 +3%
VanEck Associates
953
VanEck Associates
New York
$1.74M +$93.8K +581 +6%
TCM
954
Twin Capital Management
Pennsylvania
$1.71M -$19.2K -119 -1%
IGWM
955
ICA Group Wealth Management
Colorado
$1.71M +$33.6K +208 +2%
SSB
956
Sandy Spring Bank
Maryland
$1.7M -$7.27K -45 -0.4%
MA
957
Mutual Advisors
Nebraska
$1.7M +$199K +1,230 +13%
VIA
958
Vident Investment Advisory
Georgia
$1.69M +$914K +7,193 +118%
PWA
959
Phoenix Wealth Advisors
North Carolina
$1.69M -$38.1K -236 -2%
FDS
960
First Dallas Securities
Texas
$1.67M +$344K +2,129 +26%
HS
961
Horan Securities
United States
$1.67M +$6.3K +39 +0.4%
GG
962
Gofen & Glossberg
Illinois
$1.67M +$14.7K +91 +0.9%
CWM
963
Cornerstone Wealth Management
Missouri
$1.67M -$53.3K -330 -3%
CWMU
964
Caliber Wealth Management (Utah)
Utah
$1.67M +$135K +836 +9%
NSB
965
Norway Savings Bank
Maine
$1.66M -$76.7K -475 -4%
UCB
966
United Community Bank
South Carolina
$1.65M +$14.5K +90 +0.9%
LS
967
Livforsakringsbolaget Skandia
Sweden
$1.64M -$856K -5,300 -34%
AW
968
ACG Wealth
Georgia
$1.64M -$47.3K -293 -3%
SS
969
Simplicity Solutions
Minnesota
$1.63M +$175K +1,086 +12%
NP
970
NorthRock Partners
Minnesota
$1.63M +$165K +1,023 +11%
ACM
971
Advance Capital Management
Michigan
$1.62M -$12.4K -77 -0.8%
AAIM
972
American Assets Investment Management
California
$1.62M – – –
SC
973
Shellback Capital
Massachusetts
$1.62M – – –
SAM
974
Silverhawk Asset Management
Arizona
$1.62M +$1.62M +10,000 New
GRP
975
Global Retirement Partners
California
$1.61M +$55.5K +331 +4%
37 38
39
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