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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 %
OPA
1126
Old Port Advisors
Maine
$1.25M +$54.6K +314 +5%
FFBTD
1127
First Financial Bank - Trust Division
Ohio
$1.24M +$162K +930 +15%
FHB
1128
First Hawaiian Bank
Hawaii
$1.24M -$60.1K -346 -5%
NEI
1129
Northwest & Ethical Investments
Ontario, Canada
$1.23M -$260K -1,497 -17%
HCMT
1130
Highland Capital Management (Tennessee)
Tennessee
$1.23M -$11K -63 -0.9%
BOH
1131
Bank of Hawaii
Hawaii
$1.23M +$1.57K +9 +0.1%
CCA
1132
Checchi Capital Advisers
California
$1.23M -$309K -1,778 -20%
AWM
1133
Affinity Wealth Management
Delaware
$1.23M -$8.69K -50 -0.7%
DCM
1134
Davidson Capital Management
Texas
$1.23M -$37.2K -214 -3%
EAM
1135
Erste Asset Management
Austria
$1.22M -$63.4K -361 -5%
EFS
1136
Essex Financial Services
Connecticut
$1.22M -$18.9K -109 -2%
CGL
1137
Clarius Group LLC
Washington
$1.22M -$14.8K -85 -1%
1SB
1138
1ST Source Bank
Indiana
$1.22M -$19.8K -114 -2%
HFM
1139
Hartford Financial Management
Connecticut
$1.22M – – –
FFS
1140
Founders Financial Securities
Maryland
$1.21M +$30.2K +174 +3%
DIP
1141
DT Investment Partners
Pennsylvania
$1.21M +$42.9K +247 +4%
SFG
1142
SNS Financial Group
Minnesota
$1.21M -$30.9K -178 -2%
EH
1143
Equitable Holdings
New York
$1.21M +$26.8K +154 +2%
BG
1144
Bollard Group
Massachusetts
$1.21M +$9.91K +57 +0.8%
PWS
1145
Private Wealth Strategies
Ohio
$1.21M -$6.95K -40 -0.6%
SCP
1146
Syntal Capital Partners
Texas
$1.2M +$199K +1,143 +20%
CW
1147
Connectus Wealth
Ohio
$1.2M +$1.2M +6,883 New
SG
1148
Stonnington Group
California
$1.2M -$402K -2,249 -25%
AC
1149
Abbrea Capital
California
$1.2M -$22.6K -130 -2%
WT
1150
Washington Trust
Rhode Island
$1.19M -$3.13K -18 -0.3%
44 45
46
47 48