UPS icon

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 %
IIM
1126
Ipswich Investment Management
Massachusetts
$1.14M +$65.6K +406 +6%
FMAEN1
1127
Fund Management at Engine No 1
California
$1.14M -$61.2K -379 -5%
JIP
1128
Jaffetilchin Investment Partners
Florida
$1.14M +$61.5K +381 +6%
WPW
1129
Waldron Private Wealth
Pennsylvania
$1.14M +$72.7K +450 +7%
AC
1130
Abbrea Capital
California
$1.13M -$70.3K -435 -6%
HFM
1131
Hartford Financial Management
Connecticut
$1.13M – – –
PWS
1132
Private Wealth Strategies
Ohio
$1.13M +$8.56K +53 +0.8%
MSE
1133
MUFG Securities EMEA
United Kingdom
$1.13M +$1.13M +7,000 New
BSB
1134
Bangor Savings Bank
Maine
$1.13M +$19.2K +119 +2%
MSS
1135
Mitchell Sinkler & Starr
Pennsylvania
$1.13M +$173K +1,069 +18%
AF
1136
Advisornet Financial
Minnesota
$1.13M -$210K -1,298 -16%
CCP
1137
Carmel Capital Partners
California
$1.13M +$35.4K +219 +3%
RFM
1138
Royal Fund Management
Florida
$1.13M +$57.8K +358 +5%
SWM
1139
SeaCrest Wealth Management
New York
$1.12M -$191K -1,183 -15%
DT
1140
Diversified Trust
Tennessee
$1.12M +$83.8K +519 +8%
GCA
1141
Guardian Capital Advisors
Ontario, Canada
$1.12M -$35.9K -225 -3%
BG
1142
Bollard Group
Massachusetts
$1.12M +$8.56K +53 +0.8%
WT
1143
Washington Trust
Rhode Island
$1.11M +$4.85K +30 +0.4%
HT
1144
HighTower Trust
Texas
$1.11M +$1.11M +6,876 New
MCWS
1145
McKinley Carter Wealth Services
West Virginia
$1.11M +$57.9K +358 +6%
ACM
1146
Aljian Capital Management
Nevada
$1.1M +$376K +2,315 +52%
FFS
1147
Founders Financial Securities
Maryland
$1.1M -$50.7K -314 -4%
EH
1148
Equitable Holdings
New York
$1.1M +$35.7K +221 +3%
AC
1149
Asio Capital
Kentucky
$1.1M +$1.1M +6,782 New
WHCI
1150
W.H. Cornerstone Investments
Massachusetts
$1.09M +$1.09M +6,865 New
44 45
46
47 48