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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 %
DIP
1151
DT Investment Partners
Pennsylvania
$1.09M -$14.4K -89 -1%
AW
1152
Alaethes Wealth
Nevada
$1.08M +$39.8K +246 +4%
TA
1153
TCM Advisors
West Virginia
$1.08M -$1.21M – –
RIA
1154
Regal Investment Advisors
Michigan
$1.08M +$63.5K +393 +6%
TFA
1155
Transamerica Financial Advisors
Florida
$1.08M +$160K +990 +17%
SIA
1156
SeaBridge Investment Advisors
New Jersey
$1.07M -$112K -696 -9%
PA
1157
Profund Advisors
Maryland
$1.07M +$16.6K +103 +2%
CWAG
1158
Compton Wealth Advisory Group
Virginia
$1.07M -$87.9K -544 -8%
ADIM
1159
Alpha DNA Investment Management
Maryland
$1.07M +$1.07M +6,623 New
LC
1160
Lindbrook Capital
California
$1.07M +$2.75K +17 +0.3%
SFA
1161
Souders Financial Advisors
Ohio
$1.07M +$146K +906 +16%
AA
1162
Argent Advisors
Louisiana
$1.06M -$49.9K -309 -4%
DI
1163
Diligent Investors
California
$1.06M -$48.5K -300 -4%
LC
1164
Lavaca Capital
Texas
$1.05M -$898K -5,275 -46%
FM
1165
Foster & Motley
Ohio
$1.05M -$45.9K -284 -4%
FWP
1166
FAS Wealth Partners
Kansas
$1.05M +$204K +1,262 +24%
PWM
1167
Perigon Wealth Management
California
$1.05M +$8.72K +54 +0.8%
NG
1168
Northstar Group
New York
$1.04M +$646 +4 +0.1%
PP
1169
Pegasus Partners
Wisconsin
$1.03M -$61.4K -380 -6%
OFG
1170
OmniStar Financial Group
North Carolina
$1.03M +$357K +2,212 +53%
IB
1171
Intrust Bank
Kansas
$1.03M +$81.8K +506 +9%
DBRC
1172
D.B. Root & Company
Pennsylvania
$1.03M -$235K -1,455 -19%
CAAS
1173
Capital Asset Advisory Services
Michigan
$1.02M -$69.8K -432 -6%
EI
1174
Ethic Inc
New York
$1.02M +$75.4K +467 +8%
CF
1175
Centaurus Financial
California
$1.02M -$104K -646 -9%
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