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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 %
CA
1051
Clearstead Advisors
Ohio
$1.51M -$81.4K -468 -5%
CA
1052
Carson Advisory
Georgia
$1.51M +$80.3K +462 +6%
KJHP
1053
K.J. Harrison & Partners
Ontario, Canada
$1.51M +$706K +2,997 +88%
ISL
1054
Ingalls & Snyder LLC
New York
$1.51M +$628K +3,614 +71%
VF
1055
Virtu Financial
New York
$1.51M -$3.58M -20,582 -70%
ICM
1056
IMS Capital Management
Oregon
$1.5M +$13.4K +77 +0.9%
FT
1057
Fiduciary Trust
Massachusetts
$1.49M -$147K -844 -9%
AG
1058
AIA Group
Hong Kong
$1.48M +$1.09M +6,297 +283%
SS
1059
Simplicity Solutions
Minnesota
$1.48M -$273K -1,568 -16%
GLA
1060
Great Lakes Advisors
Illinois
$1.47M -$170K -9,347 -10%
AFG
1061
AFS Financial Group
Maryland
$1.46M +$1.46M +8,382 New
WWM
1062
Wolff Wiese Magana
California
$1.45M +$15.3K +88 +1%
AFA
1063
Abacus FCF Advisors
Florida
$1.45M +$31.8K +183 +2%
HT
1064
HighTower Trust
Texas
$1.44M +$245K +1,412 +21%
BIA
1065
Bigelow Investment Advisors
Maine
$1.44M -$869 -5 -0.1%
BEI
1066
Benjamin Edwards Inc
Missouri
$1.44M +$71.1K +409 +5%
RMAM
1067
Raab & Moskowitz Asset Management
New Jersey
$1.43M +$20.2K +116 +1%
PA
1068
Paralel Advisors
Colorado
$1.43M +$1.43M +8,223 New
YWP
1069
YorkBridge Wealth Partners
New York
$1.42M +$14.1K +81 +1%
CS
1070
Cannell & Spears
New York
$1.42M – – –
PA
1071
Profund Advisors
Maryland
$1.41M +$258K +1,482 +22%
THWM
1072
Taylor Hoffman Wealth Management
Virginia
$1.41M +$1.41M +8,108 New
RFMS
1073
RWQ Financial Management Services
Florida
$1.41M +$1.41M +8,105 New
SWM
1074
SeaCrest Wealth Management
New York
$1.4M +$193K +1,110 +16%
FMAEN1
1075
Fund Management at Engine No 1
California
$1.4M +$173K +998 +14%
41 42
43
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