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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 %
SIA
1026
Schechter Investment Advisors
Michigan
$1.62M +$130K +750 +9%
MA
1027
Momentum Advisors
New York
$1.62M +$695 +4 +0%
OIA
1028
OneDigital Investment Advisors
Kansas
$1.61M +$163K +940 +11%
GF
1029
Gries Financial
Ohio
$1.6M +$1.6M +9,188 New
SF
1030
Summit Financial
New Jersey
$1.6M -$27.3K -157 -2%
PIMG
1031
Patriot Investment Management Group
Tennessee
$1.59M -$85.9K -472 -5%
SDAM
1032
Shulman DeMeo Asset Management
New York
$1.59M -$10.6K -61 -0.7%
SIM
1033
Stratos Investment Management
Ohio
$1.58M +$22.3K +128 +1%
CI
1034
Cigna Investments
Connecticut
$1.58M +$9.74K +56 +0.6%
FHA
1035
First Horizon Advisors
Tennessee
$1.58M -$139K -798 -8%
GC
1036
Gratus Capital
Georgia
$1.58M -$42.2K -243 -3%
MCWS
1037
McKinley Carter Wealth Services
West Virginia
$1.58M +$389K +2,237 +33%
SWA
1038
SOA Wealth Advisors
New York
$1.58M -$3.65K -21 -0.2%
YIH
1039
Y-Intercept (HK)
Hong Kong
$1.57M +$273K +1,572 +21%
DWM
1040
Dakota Wealth Management
Florida
$1.57M +$24.3K +140 +2%
MSAM
1041
Moloney Securities Asset Management
Missouri
$1.57M -$2.43K -14 -0.2%
LFM
1042
LGT Fund Management
Liechtenstein
$1.56M +$1.56M +9,000 New
HCM
1043
Hutner Capital Management
Vermont
$1.56M +$16K +92 +1%
PGIM
1044
Pacific Global Investment Management
California
$1.56M +$348 +2 +0%
PIA
1045
Petredis Investment Advisors
Pennsylvania
$1.55M +$1.55M +8,927 New
FC
1046
Financial Consulate
Maryland
$1.55M -$1.74K -10 -0.1%
ACL
1047
Applied Capital LLC
Florida
$1.54M +$1.54M +8,884 New
TFS
1048
TrustCore Financial Services
Tennessee
$1.53M +$13.4K +77 +0.9%
VFA
1049
Voya Financial Advisors
Connecticut
$1.52M -$180K -1,027 -11%
WI
1050
WrapManager Inc
California
$1.51M +$115K +662 +8%
40 41
42
43 44