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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 %
NG
1176
Northstar Group
New York
$1.11M -$4.35K -25 -0.4%
SB
1177
Strategic Blueprint
Georgia
$1.11M +$125K +717 +13%
RIA
1178
Regal Investment Advisors
Michigan
$1.11M -$44K -253 -4%
FM
1179
Foster & Motley
Ohio
$1.11M -$15.5K -89 -1%
RIM
1180
Regent Investment Management
Kentucky
$1.1M +$8.69K +50 +0.8%
JCM
1181
Jag Capital Management
Missouri
$1.1M -$132K -762 -11%
RF
1182
Rollins Financial
Georgia
$1.09M +$1.09M +6,293 New
MWM
1183
Massachusetts Wealth Management
Massachusetts
$1.09M +$1.09M +5,875 New
WHCI
1184
W.H. Cornerstone Investments
Massachusetts
$1.09M -$162K -891 -13%
AWS
1185
Aspen Wealth Strategies
Colorado
$1.09M +$1.09M +6,255 New
BAM
1186
Byrne Asset Management
New Jersey
$1.08M +$22.6K +130 +2%
CTA
1187
Colonial Trust Advisors
South Carolina
$1.08M +$37.5K +216 +4%
TRIA
1188
Trail Ridge Investment Advisors
Colorado
$1.08M -$41.4K -238 -4%
MFGM
1189
Marshall Financial Group (Maryland)
Maryland
$1.08M -$2.61K -15 -0.2%
BWP
1190
Baldwin Wealth Partners
Massachusetts
$1.07M +$75.3K +433 +8%
LC
1191
Lindbrook Capital
California
$1.07M -$75.6K -435 -7%
PIM
1192
Perpetual Investment Management
Australia
$1.07M – – –
CFG
1193
Cooper Financial Group
California
$1.07M +$64.1K +369 +6%
GG
1194
Gleason Group
Kentucky
$1.06M +$8.52K +49 +0.8%
PP
1195
Pegasus Partners
Wisconsin
$1.06M -$53.9K -310 -5%
SIA
1196
SeaBridge Investment Advisors
New Jersey
$1.06M -$98.9K -569 -9%
TCM
1197
Tradewinds Capital Management
Washington
$1.06M +$6.61K +38 +0.6%
SFS
1198
Stiles Financial Services
Minnesota
$1.05M +$25K +144 +2%
LC
1199
Lavaca Capital
Texas
$1.05M -$8.59K -50 -0.8%
QCG
1200
Quadrant Capital Group
Ohio
$1.05M +$4K +23 +0.4%
46 47
48
49 50