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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 %
FIA
1076
Foundations Investment Advisors
Arizona
$1.26M +$488K +3,022 +64%
WWM
1077
Western Wealth Management
Colorado
$1.25M +$261K +1,616 +26%
SP
1078
Symmetry Partners
Connecticut
$1.24M +$104K +647 +9%
TTWM
1079
TCV Trust & Wealth Management
Virginia
$1.24M -$42.5K -263 -3%
HW
1080
Hancock Whitney
Mississippi
$1.24M +$78.5K +486 +7%
RA
1081
RFG Advisory
Alabama
$1.24M +$132K +779 +12%
SFG
1082
SevenBridge Financial Group
Pennsylvania
$1.24M -$17.6K -109 -1%
LWA
1083
Lineweaver Wealth Advisors
Ohio
$1.24M +$1.24M +7,634 New
SFCL
1084
Strengthening Families & Communities LLC
Massachusetts
$1.23M +$90.6K +561 +8%
BO
1085
BRR OpCo
Ohio
$1.23M +$897K +5,552 +272%
AFS
1086
Access Financial Services
Minnesota
$1.22M -$204K -1,263 -14%
CA
1087
CoreCap Advisors
Michigan
$1.22M +$937K +5,799 +332%
NL
1088
NWAM LLC
Washington
$1.22M +$89.2K +552 +8%
CC
1089
Constitution Capital
Connecticut
$1.21M -$28.3K -175 -2%
EAM
1090
Erste Asset Management
Austria
$1.21M +$186K +1,127 +18%
ECM
1091
ExodusPoint Capital Management
New York
$1.21M +$1.21M +7,472 New
YIH
1092
Y-Intercept (HK)
Hong Kong
$1.21M +$1.21M +7,461 New
FHB
1093
First Hawaiian Bank
Hawaii
$1.21M +$84K +520 +7%
ABLA
1094
Alan B. Lancz & Associates
Ohio
$1.2M – – –
PPWM
1095
Paragon Private Wealth Management
Kentucky
$1.2M +$1.2M +7,178 New
PPP
1096
Private Portfolio Partners
New Jersey
$1.2M +$24.6K +152 +2%
EIA
1097
Eldridge Investment Advisors
New Hampshire
$1.2M +$485 +3 +0%
WJWM
1098
Williams Jones Wealth Management
New York
$1.19M -$34.7K -215 -3%
AL
1099
Arnhold LLC
New York
$1.19M – – –
SB
1100
Simmons Bank
Arkansas
$1.19M -$223K -1,379 -16%
42 43
44
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