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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 %
FANJ
1076
Financial Architects (New Jersey)
New Jersey
$1.39M +$5.04K +29 +0.4%
DT
1077
Diversified Trust
Tennessee
$1.39M +$185K +1,064 +15%
SACTSONJ
1078
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.39M – – –
LWA
1079
Lineweaver Wealth Advisors
Ohio
$1.39M +$60.4K +347 +5%
AOWM
1080
Alpha Omega Wealth Management
Virginia
$1.38M -$23.8K -137 -2%
TFA
1081
Transamerica Financial Advisors
Florida
$1.38M +$221K +1,273 +19%
SCM
1082
Silvant Capital Management
Georgia
$1.38M -$4.69K -27 -0.3%
MWM
1083
Mission Wealth Management
California
$1.37M +$2.43K +14 +0.2%
AWA
1084
Amplius Wealth Advisors
Pennsylvania
$1.37M -$80.7K -464 -6%
SFCL
1085
Strengthening Families & Communities LLC
Massachusetts
$1.37M +$41.4K +238 +3%
TTWM
1086
TCV Trust & Wealth Management
Virginia
$1.37M +$31.5K +181 +2%
IGWM
1087
ICA Group Wealth Management
Colorado
$1.36M -$480K -2,758 -26%
DPIM
1088
Duff & Phelps Investment Management
Illinois
$1.36M – – –
KFGK
1089
Keystone Financial Group (Kentucky)
Kentucky
$1.36M -$147K -847 -10%
ABLA
1090
Alan B. Lancz & Associates
Ohio
$1.35M – – –
RIA
1091
Realta Investment Advisors
Delaware
$1.34M -$50.8K -292 -4%
SP
1092
Symmetry Partners
Connecticut
$1.34M – – –
AWM
1093
Aevitas Wealth Management
Massachusetts
$1.34M +$72.7K +418 +6%
BFO
1094
Boston Family Office
Massachusetts
$1.33M +$412K +2,368 +45%
PPP
1095
Private Portfolio Partners
New Jersey
$1.33M +$41.2K +237 +3%
SFG
1096
SevenBridge Financial Group
Pennsylvania
$1.32M -$11.3K -65 -0.8%
AGA
1097
Accuvest Global Advisors
Utah
$1.32M +$726K +4,179 +123%
HI
1098
Harrington Investments
California
$1.32M -$194K -1,118 -13%
HCP
1099
Hexagon Capital Partners
Arkansas
$1.32M -$97.9K -563 -7%
WWM
1100
WT Wealth Management
Arizona
$1.31M +$58.2K +335 +5%
42 43
44
45 46