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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 %
MMG
1101
Monetary Management Group
Missouri
$1.31M +$595K +3,425 +84%
MCA
1102
MSH Capital Advisors
Arizona
$1.31M +$38.1K +219 +3%
CC
1103
Constitution Capital
Connecticut
$1.3M -$4.52K -26 -0.3%
BMWM
1104
Brown Miller Wealth Management
Virginia
$1.3M +$54.2K +312 +4%
NL
1105
NWAM LLC
Washington
$1.3M -$11.3K -65 -0.9%
HW
1106
Hancock Whitney
Mississippi
$1.3M -$42.6K -245 -3%
LAM
1107
Lakewood Asset Management
Illinois
$1.29M +$1.29M +7,440 New
DDC
1108
DF Dent & Co
Maryland
$1.29M +$227K +1,307 +21%
FWP
1109
FAS Wealth Partners
Kansas
$1.29M +$165K +950 +15%
WJWM
1110
Williams Jones Wealth Management
New York
$1.29M +$5.22K +30 +0.4%
EIA
1111
Eldridge Investment Advisors
New Hampshire
$1.29M +$522 +3 +0%
VWA
1112
V Wealth Advisors
Kansas
$1.28M +$245K +1,409 +24%
IB
1113
Intrust Bank
Kansas
$1.28M +$177K +1,019 +16%
CAG
1114
Csenge Advisory Group
Florida
$1.28M -$232K -1,332 -15%
PCM
1115
Parsons Capital Management
Rhode Island
$1.28M +$3.13K +18 +0.2%
MSS
1116
Mitchell Sinkler & Starr
Pennsylvania
$1.28M +$66.9K +385 +6%
AL
1117
Arnhold LLC
New York
$1.28M – – –
LC
1118
Lincoln Capital
Nebraska
$1.28M +$9.39K +54 +0.7%
TA
1119
TFG Advisers
Michigan
$1.28M +$14.4K +83 +1%
GCA
1120
Guardian Capital Advisors
Ontario, Canada
$1.28M -$4.57K -25 -0.4%
AIA
1121
AIMZ Investment Advisors
California
$1.27M – – –
SB
1122
Simmons Bank
Arkansas
$1.26M -$16.3K -94 -1%
RFM
1123
Royal Fund Management
Florida
$1.26M +$50.9K +293 +4%
PPWM
1124
Paragon Private Wealth Management
Kentucky
$1.26M +$9.74K +56 +0.8%
OSNBOA
1125
Old Second National Bank of Aurora
Illinois
$1.25M +$1.16M +6,655 +1,199%
43 44
45
46 47