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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 %
VWA
1201
V Wealth Advisors
Kansas
$964K -$336K -2,083 -26%
IRC
1202
Investors Research Corp
Georgia
$963K – – –
MC
1203
Machina Capital
France
$960K +$960K +5,941 New
BCM
1204
Barden Capital Management
Texas
$958K +$24.9K +154 +3%
PWW
1205
Pettyjohn Wood & White
Virginia
$957K -$24.2K -150 -2%
NB
1206
NBT Bank
New York
$957K +$13.6K +84 +1%
FMC
1207
First Merchants Corp
Indiana
$953K +$120K +745 +14%
SFS
1208
Stiles Financial Services
Minnesota
$952K +$42.6K +264 +5%
GTCM
1209
Gyon Technologies Capital Management
New Jersey
$950K +$950K +5,882 New
PWPS
1210
Pinnacle Wealth Planning Services
Ohio
$945K -$27.1K -168 -3%
WCAMG
1211
Woodard & Company Asset Management Group
North Carolina
$945K +$64.1K +397 +7%
CC
1212
Corsicana & Co
Texas
$944K -$63.8K -395 -6%
CDH
1213
Charles D. Hyman
$944K -$9.05K -56 -0.9%
BTI
1214
Blue Trust Inc
Georgia
$943K +$87.3K +478 +10%
FFG
1215
Fortem Financial Group
California
$941K +$18.2K +113 +2%
PAMG
1216
Patton Albertson Miller Group
Tennessee
$938K -$27.9K -173 -3%
HIA
1217
Harbor Investment Advisory
Maryland
$938K -$27.3K -169 -3%
MHC
1218
Meyer Handelman Company
New York
$937K – – –
WBCM
1219
Wilson & Boucher Capital Management
California
$934K – – –
CFG
1220
Cooper Financial Group
California
$931K +$55.1K +341 +6%
BWP
1221
Baldwin Wealth Partners
Massachusetts
$927K – – –
SCP
1222
Syntal Capital Partners
Texas
$927K +$927K +5,743 New
GFS
1223
GYL Financial Synergies
Connecticut
$926K +$2.26K +14 +0.2%
JSL
1224
JT Stratford LLC
Georgia
$924K -$104K -644 -10%
SB
1225
Strategic Blueprint
Georgia
$920K +$47.4K +293 +5%
47 48
49
50 51