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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 %
CAAS
1151
Capital Asset Advisory Services
Michigan
$1.19M +$75.3K +427 +7%
FUBT
1152
First United Bank & Trust
Maryland
$1.19M -$69.9K -402 -6%
AW
1153
Alaethes Wealth
Nevada
$1.19M +$27.3K +157 +2%
WWM
1154
Western Wealth Management
Colorado
$1.19M -$167K -960 -12%
IIM
1155
Ipswich Investment Management
Massachusetts
$1.18M -$45.2K -260 -4%
CF
1156
Centaurus Financial
California
$1.18M +$80.1K +461 +7%
DBRC
1157
D.B. Root & Company
Pennsylvania
$1.18M +$74.4K +428 +7%
AF
1158
Advisornet Financial
Minnesota
$1.18M -$33.6K -193 -3%
AA
1159
Argent Advisors
Louisiana
$1.18M +$32.2K +185 +3%
ACM
1160
Aljian Capital Management
Nevada
$1.17M -$12.9K -74 -1%
BCM
1161
Barden Capital Management
Texas
$1.16M +$128K +737 +12%
CAS
1162
Coppell Advisory Solutions
Texas
$1.15M +$1.15M +6,611 New
CASC
1163
Coppell Advisory Solutions Corp
Texas
$1.15M +$1.15M +6,611 New
TA
1164
TCM Advisors
West Virginia
$1.15M -$1.08M – –
CCP
1165
Carmel Capital Partners
California
$1.15M -$64.5K -371 -5%
TIA
1166
Trust Investment Advisors
Indiana
$1.14M +$50.4K +290 +5%
FPAS
1167
Focus Partners Advisor Solutions
Missouri
$1.14M -$133K -767 -10%
WPW
1168
Waldron Private Wealth
Pennsylvania
$1.14M – – –
WCAMG
1169
Woodard & Company Asset Management Group
North Carolina
$1.14M +$119K +684 +12%
BIP
1170
Blueprint Investment Partners
North Carolina
$1.14M +$494K +2,843 +77%
DI
1171
Diligent Investors
California
$1.13M -$8.69K -50 -0.8%
SBL
1172
Sargent Bickham Lagudis
Colorado
$1.13M +$46.4K +267 +4%
CG
1173
Corundum Group
Colorado
$1.13M +$50.6K +291 +5%
WI
1174
Wintrust Investments
Illinois
$1.13M +$40.5K +233 +4%
NFG
1175
Nations Financial Group
Iowa
$1.12M +$381K +2,194 +52%
45 46
47
48 49