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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 %
CA
1051
Carson Advisory
Georgia
$1.33M +$969 +6 +0.1%
MCIA
1052
Mountain Capital Investment Advisors
Colorado
$1.33M +$1.33M +8,004 New
AFA
1053
Abacus FCF Advisors
Florida
$1.32M -$95.3K -590 -7%
CS
1054
Cannell & Spears
New York
$1.32M – – –
HCP
1055
Hexagon Capital Partners
Arkansas
$1.31M +$323 +2 +0%
RMAM
1056
Raab & Moskowitz Asset Management
New Jersey
$1.31M -$83.6K -518 -6%
AOWM
1057
Alpha Omega Wealth Management
Virginia
$1.31M +$484 +3 +0%
BL
1058
Balentine LLC
Georgia
$1.31M +$205K +1,269 +19%
ANBT
1059
American National Bank & Trust
Texas
$1.31M -$5.17K -32 -0.4%
YWP
1060
YorkBridge Wealth Partners
New York
$1.31M +$23.7K +147 +2%
RHBC
1061
R.H. Bluestein & Co
Michigan
$1.3M -$50.9K -315 -4%
WI
1062
WrapManager Inc
California
$1.3M +$121K +748 +10%
PMG
1063
ProVise Management Group
Florida
$1.3M +$9.05K +56 +0.7%
RIA
1064
Realta Investment Advisors
Delaware
$1.3M +$49.3K +305 +4%
SACTSONJ
1065
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.29M – – –
FANJ
1066
Financial Architects (New Jersey)
New Jersey
$1.29M +$1.29M +7,991 New
WFA
1067
Wipfli Financial Advisors
Wisconsin
$1.29M +$1.29M +7,952 New
SCM
1068
Silvant Capital Management
Georgia
$1.28M -$8.56K -53 -0.7%
MWM
1069
Mission Wealth Management
California
$1.27M +$75.6K +468 +6%
CC
1070
Centiva Capital
New York
$1.27M +$1.27M +7,860 New
OTPPB
1071
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.27M +$868K +5,372 +217%
BEI
1072
Benjamin Edwards Inc
Missouri
$1.27M -$17K -105 -1%
DMBA
1073
Deseret Mutual Benefit Administrators
Utah
$1.26M -$243K -1,504 -16%
MYIA
1074
Mount Yale Investment Advisors
Colorado
$1.26M -$7.59K -47 -0.6%
DPIM
1075
Duff & Phelps Investment Management
Illinois
$1.26M +$4.84K +30 +0.4%
41 42
43
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