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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 %
AFS
1001
Access Financial Services
Minnesota
$1.72M +$401K +2,305 +30%
ACM
1002
Advance Capital Management
Michigan
$1.72M -$29.4K -169 -2%
Fayez Sarofim & Co
1003
Fayez Sarofim & Co
Texas
$1.71M – – –
FWM
1004
ForthRight Wealth Management
Georgia
$1.71M +$27.6K +159 +2%
AWM
1005
Aberdeen Wealth Management
Illinois
$1.7M +$348 +2 +0%
PWA
1006
Phoenix Wealth Advisors
North Carolina
$1.7M -$114K -655 -6%
EI
1007
Ethic Inc
New York
$1.69M +$595K +3,423 +54%
MAS
1008
Meeder Advisory Services
Ohio
$1.69M +$1.69M +9,729 New
MI
1009
Moneywise Inc
Virginia
$1.69M -$2.09K -12 -0.1%
RIM
1010
Redwood Investment Management
Arizona
$1.68M +$1.42M +8,183 +547%
BJL
1011
Brighton Jones LLC
Washington
$1.68M +$610K +3,507 +57%
BL
1012
Balentine LLC
Georgia
$1.67M +$263K +1,513 +19%
BAM
1013
Belpointe Asset Management
Nevada
$1.67M +$58.1K +334 +4%
HH
1014
Hilltop Holdings
Texas
$1.65M +$78.9K +454 +5%
HNWAG
1015
High Net Worth Advisory Group
Florida
$1.65M +$13K +75 +0.8%
SC
1016
Slow Capital
California
$1.65M +$122K +701 +8%
PCA
1017
Providence Capital Advisors
North Carolina
$1.65M -$22.9K -132 -1%
AAM
1018
Ascension Asset Management
New York
$1.65M – – –
WI
1019
Wahed Invest
New York
$1.65M +$190K +1,095 +13%
AIP
1020
Ameritas Investment Partners
Nebraska
$1.64M -$35.9K -199 -2%
IWM
1021
IHT Wealth Management
Illinois
$1.63M +$133K +763 +9%
CG
1022
Caprock Group
Idaho
$1.63M -$70.4K -405 -4%
WAM
1023
Werlinich Asset Management
Connecticut
$1.63M +$24.3K +140 +2%
SIP
1024
Stoneridge Investment Partners
Pennsylvania
$1.63M +$678K +3,897 +71%
RA
1025
RFG Advisory
Alabama
$1.62M +$212K +1,108 +15%
39 40
41
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