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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 %
IA
1001
IFG Advisory
Georgia
$1.5M +$568K +3,515 +61%
AIP
1002
Ameritas Investment Partners
Nebraska
$1.5M -$14.5K -90 -1%
BAM
1003
Belpointe Asset Management
Nevada
$1.49M -$268K -1,657 -15%
WG
1004
Winton Group
United Kingdom
$1.49M -$2.29M -14,207 -61%
PIMG
1005
Patriot Investment Management Group
Tennessee
$1.49M -$193K -1,193 -11%
WAM
1006
Werlinich Asset Management
Connecticut
$1.49M – – –
SDAM
1007
Shulman DeMeo Asset Management
New York
$1.49M -$15K -93 -1%
FCMA
1008
Foresight Capital Management Advisors
Michigan
$1.48M +$31.7K +196 +2%
SG
1009
Stonnington Group
California
$1.48M -$1.13M -6,805 -43%
CA
1010
Clearstead Advisors
Ohio
$1.48M +$15.3K +95 +1%
DGAM
1011
Desjardins Global Asset Management
Quebec, Canada
$1.47M +$360K +2,226 +32%
CANY
1012
Caxton Associates (New York)
New York
$1.47M +$1.47M +9,102 New
SWA
1013
SOA Wealth Advisors
New York
$1.47M -$3.88K -24 -0.3%
HH
1014
Hilltop Holdings
Texas
$1.47M +$220K +1,361 +18%
CI
1015
Cigna Investments
Connecticut
$1.46M -$69.7K -432 -5%
MSAM
1016
Moloney Securities Asset Management
Missouri
$1.46M +$24.1K +149 +2%
PGIM
1017
Pacific Global Investment Management
California
$1.45M +$485 +3 +0%
SIM
1018
Stratos Investment Management
Ohio
$1.45M +$109K +675 +8%
BC
1019
Burleson & Co
California
$1.44M +$180K +1,114 +14%
HCM
1020
Hutner Capital Management
Vermont
$1.44M -$249K -1,540 -15%
FC
1021
Financial Consulate
Maryland
$1.44M -$11K -68 -0.8%
QCM
1022
Quantinno Capital Management
New York
$1.44M +$245K +1,516 +21%
DWM
1023
Dakota Wealth Management
Florida
$1.44M +$856K +5,300 +148%
TSS
1024
Two Sigma Securities
New York
$1.43M +$1.43M +8,867 New
CT
1025
Coastline Trust
Rhode Island
$1.43M -$131K -810 -8%
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