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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 %
RWM
1026
Ritholtz Wealth Management
New York
$1.43M +$686K +4,249 +92%
CCA
1027
Checchi Capital Advisers
California
$1.43M +$67.8K +420 +5%
SC
1028
Slow Capital
California
$1.42M -$30.2K -187 -2%
BDF
1029
Balasa Dinverno & Foltz
$1.42M +$197K +1,222 +16%
QI
1030
Qtron Investments
Massachusetts
$1.42M +$387K +2,396 +38%
CAC
1031
Core Alternative Capital
Georgia
$1.41M +$85.3K +528 +6%
TFS
1032
TrustCore Financial Services
Tennessee
$1.41M +$1.62K +10 +0.1%
EWA
1033
EverSource Wealth Advisors
Alabama
$1.41M +$681K +4,218 +94%
CAG
1034
Csenge Advisory Group
Florida
$1.41M +$146K +902 +12%
HI
1035
Harrington Investments
California
$1.41M -$97.4K -603 -6%
PA
1036
Procyon Advisors
Connecticut
$1.4M +$163K +1,007 +13%
HWM
1037
Hohimer Wealth Management
Washington
$1.4M +$161 +1 +0%
KFGK
1038
Keystone Financial Group (Kentucky)
Kentucky
$1.4M +$20.7K +128 +2%
LHC
1039
Little House Capital
Massachusetts
$1.4M +$110K +679 +9%
IWM
1040
IHT Wealth Management
Illinois
$1.39M +$742K +4,590 +114%
NEI
1041
Northwest & Ethical Investments
Ontario, Canada
$1.39M -$16.6K -103 -1%
SIA
1042
Schechter Investment Advisors
Michigan
$1.39M -$33.4K -207 -2%
ICM
1043
IMS Capital Management
Oregon
$1.38M +$14.2K +88 +1%
SC
1044
Siena Capital
Ohio
$1.38M +$26.2K +162 +2%
EIP
1045
Easterly Investment Partners
Massachusetts
$1.35M – – –
WI
1046
Wahed Invest
New York
$1.35M +$88.4K +547 +7%
AWA
1047
Amplius Wealth Advisors
Pennsylvania
$1.35M +$74.5K +461 +6%
OIA
1048
OneDigital Investment Advisors
Kansas
$1.34M +$312K +1,933 +30%
BIA
1049
Bigelow Investment Advisors
Maine
$1.34M +$17.9K +111 +1%
WWM
1050
Wolff Wiese Magana
California
$1.33M -$7.11K -44 -0.5%
40 41
42
43 44