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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 %
FPGT
951
Financial Partners Group (Tennessee)
Tennessee
$2M +$2M +11,531 New
P
952
Pitcairn
Pennsylvania
$2M +$32.5K +187 +2%
TNBTD
953
Trustmark National Bank Trust Department
Mississippi
$2M +$728K +4,188 +57%
EM
954
Excalibur Management
Massachusetts
$2M -$23.8K -137 -1%
WI
955
WBI Investments
New Jersey
$1.99M +$1.99M +11,454 New
HAM
956
Hedges Asset Management
Nevada
$1.99M – – –
QP
957
Quilter Plc
United Kingdom
$1.97M – – –
MA
958
Mutual Advisors
Nebraska
$1.96M +$131K +752 +7%
GF
959
Gabelli Funds
New York
$1.95M – – –
VanEck Associates
960
VanEck Associates
New York
$1.95M +$80.2K +461 +4%
LIM
961
Loudon Investment Management
New Hampshire
$1.94M -$100K -578 -5%
CA
962
Commerzbank Aktiengesellschaft
Germany
$1.93M +$243K +1,396 +14%
CAM
963
Cresset Asset Management
Illinois
$1.92M +$507K +3,503 +36%
HFRG
964
Houlihan Financial Resource Group
Virginia
$1.92M +$1.92M +11,030 New
WA
965
Wealth Alliance
New York
$1.91M +$244K +1,401 +15%
RHDIC
966
R.H. Dinel Investment Counsel
California
$1.91M – – –
PMIA
967
Patrick Mauro Investment Advisor
Illinois
$1.91M -$805K -4,632 -30%
FMWA
968
Forvis Mazars Wealth Advisors
Missouri
$1.91M +$25K +144 +1%
PPWP
969
Proquility Private Wealth Partners
Nevada
$1.9M -$29.9K -172 -2%
BIA
970
Beacon Investment Advisors
Maryland
$1.9M +$1.9M +10,909 New
GRP
971
Global Retirement Partners
California
$1.88M +$213K +1,226 +13%
CIP
972
Cornerstone Investment Partners
Georgia
$1.88M +$3.3K +19 +0.2%
AWM
973
Apollon Wealth Management
South Carolina
$1.87M -$86.1K -495 -4%
PAS
974
Park Avenue Securities
New York
$1.87M -$213K -1,226 -10%
CW
975
CreativeOne Wealth
Kansas
$1.87M +$215K +1,237 +13%
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