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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 %
PCM
1101
Parsons Capital Management
Rhode Island
$1.19M +$12.9K +80 +1%
FPAS
1102
Focus Partners Advisor Solutions
Missouri
$1.19M -$82.1K -508 -6%
TCM
1103
Traynor Capital Management
Pennsylvania
$1.18M +$44.4K +275 +4%
AIA
1104
AIMZ Investment Advisors
California
$1.18M – – –
TNBTD
1105
Trustmark National Bank Trust Department
Mississippi
$1.18M +$354K +2,194 +43%
MCA
1106
MSH Capital Advisors
Arizona
$1.18M -$7.27K -45 -0.6%
LC
1107
Lincoln Capital
Nebraska
$1.18M – – –
DCM
1108
Davidson Capital Management
Texas
$1.17M +$63.8K +395 +6%
FUBT
1109
First United Bank & Trust
Maryland
$1.17M -$34.2K -212 -3%
AWM
1110
Aevitas Wealth Management
Massachusetts
$1.17M -$18.7K -116 -2%
TA
1111
TFG Advisers
Michigan
$1.17M +$9.21K +57 +0.8%
5L
1112
55I LLC
Massachusetts
$1.17M +$632K +3,915 +119%
WWM
1113
WT Wealth Management
Arizona
$1.16M -$68.8K -426 -6%
SFG
1114
SNS Financial Group
Minnesota
$1.16M +$1.29K +8 +0.1%
BMWM
1115
Brown Miller Wealth Management
Virginia
$1.16M +$107K +665 +10%
HCMT
1116
Highland Capital Management (Tennessee)
Tennessee
$1.16M -$167K -1,031 -13%
EFS
1117
Essex Financial Services
Connecticut
$1.15M +$14.2K +88 +1%
OPA
1118
Old Port Advisors
Maine
$1.15M +$68.2K +406 +6%
1SB
1119
1ST Source Bank
Indiana
$1.15M +$22K +136 +2%
LWM
1120
Laidlaw Wealth Management
New York
$1.15M +$115K +712 +11%
AWM
1121
Affinity Wealth Management
Delaware
$1.15M +$4.85K +30 +0.4%
TRIA
1122
Trail Ridge Investment Advisors
Colorado
$1.15M -$178 -1 -0%
CGL
1123
Clarius Group LLC
Washington
$1.15M -$200K -1,236 -15%
BOH
1124
Bank of Hawaii
Hawaii
$1.14M +$177K +1,095 +18%
JCM
1125
Jag Capital Management
Missouri
$1.14M -$13.6K -84 -1%
43 44
45
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