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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 %
DRS
976
Deane Retirement Strategies
Louisiana
$1.86M -$8.69K -50 -0.5%
SCA
977
Sage Capital Advisors
South Dakota
$1.84M +$1.58M +9,099 +607%
GWCM
978
Godshalk Welsh Capital Management
Pennsylvania
$1.84M -$33.7K -194 -2%
TCM
979
Twin Capital Management
Pennsylvania
$1.84M -$2.61K -15 -0.1%
CT
980
Chicago Trust
Illinois
$1.84M -$405K -2,330 -18%
NRS
981
Neville Rodie & Shaw
New York
$1.84M -$69.5K -400 -4%
MA
982
Modus Advisors
Minnesota
$1.82M +$128K +738 +8%
SSB
983
Sandy Spring Bank
Maryland
$1.8M -$28.7K -165 -2%
PTC
984
Private Trust Company
Ohio
$1.8M -$69.9K -402 -4%
HS
985
Horan Securities
United States
$1.8M +$2.43K +14 +0.1%
NSB
986
Norway Savings Bank
Maine
$1.79M +$5.04K +29 +0.3%
WorldQuant Millennium Advisors
987
WorldQuant Millennium Advisors
New York
$1.79M +$1.79M +10,283 New
CIP
988
Convergence Investment Partners
Florida
$1.78M +$86.2K +496 +5%
JSL
989
JT Stratford LLC
Georgia
$1.78M +$787K +4,526 +79%
CWMU
990
Caliber Wealth Management (Utah)
Utah
$1.78M -$13.9K -80 -0.8%
BMCM
991
Bryn Mawr Capital Management
Pennsylvania
$1.78M +$1.21M +6,988 +217%
LS
992
Livforsakringsbolaget Skandia
Sweden
$1.77M – – –
ORAM
993
One River Asset Management
Connecticut
$1.76M +$1.76M +10,019 New
BTI
994
Blue Trust Inc
Georgia
$1.75M +$919K +5,688 +110%
WCBA
995
Weaver C. Barksdale & Associates
Tennessee
$1.75M +$44.3K +255 +3%
CCA
996
Cora Capital Advisors
New Jersey
$1.74M +$1.74M +10,034 New
NP
997
NorthRock Partners
Minnesota
$1.74M -$9.04K -52 -0.5%
AAIM
998
American Assets Investment Management
California
$1.74M – – –
UCB
999
United Community Bank
South Carolina
$1.74M -$42.9K -247 -2%
HCCM
1000
Hudson Canyon Capital Management
New York
$1.73M – – –
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