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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 %
HCCM
976
Hudson Canyon Capital Management
New York
$1.61M +$64.6K +400 +4%
VFA
977
Voya Financial Advisors
Connecticut
$1.6M -$22.7K -137 -1%
BBA
978
Baader Bank Aktiengesellschaft
Germany
$1.6M +$437K +2,704 +38%
FHA
979
First Horizon Advisors
Tennessee
$1.6M -$44.9K -278 -3%
Fayez Sarofim & Co
980
Fayez Sarofim & Co
Texas
$1.59M -$91.9K -569 -5%
CAM
981
Cresset Asset Management
Illinois
$1.58M -$545K -3,371 -26%
AWM
982
Aberdeen Wealth Management
Illinois
$1.58M +$323 +2 +0%
WCBA
983
Weaver C. Barksdale & Associates
Tennessee
$1.58M -$57.3K -355 -4%
CG
984
Caprock Group
Idaho
$1.58M +$36.3K +225 +2%
CIP
985
Convergence Investment Partners
Florida
$1.58M +$8.73K +54 +0.6%
MA
986
Modus Advisors
Minnesota
$1.57M +$5.81K +36 +0.4%
MI
987
Moneywise Inc
Virginia
$1.57M – – –
CA
988
Commerzbank Aktiengesellschaft
Germany
$1.57M +$1.57M +9,705 New
FWM
989
ForthRight Wealth Management
Georgia
$1.56M – – –
AI
990
AXS Investments
New York
$1.56M -$79.5K -492 -5%
PCA
991
Providence Capital Advisors
North Carolina
$1.55M +$1.52M +9,440 +5,364%
WA
992
Wealth Alliance
New York
$1.55M +$41.7K +258 +3%
CTC
993
Central Trust Company
Missouri
$1.55M +$86.7K +537 +6%
CW
994
CreativeOne Wealth
Kansas
$1.53M +$257K +1,589 +20%
AAM
995
Ascension Asset Management
New York
$1.53M – – –
HNWAG
996
High Net Worth Advisory Group
Florida
$1.52M – – –
FT
997
Fiduciary Trust
Massachusetts
$1.52M -$66.2K -410 -4%
SF
998
Summit Financial
New Jersey
$1.51M +$305K +1,890 +25%
GC
999
Gratus Capital
Georgia
$1.51M -$21.6K -134 -1%
MA
1000
Momentum Advisors
New York
$1.5M -$808 -5 -0.1%
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